Latest Institutional Purchases of Appfolio Inc (APPF)
This list provides information on the latest institutional transactions involving Appfolio Inc (APPF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
464+ 26.33% |
$89.1K - $125K
|
2.23K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
417+ 15.35% |
$80.1K - $112K
|
3.13K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
405+ 65.53% |
$77.8K - $109K
|
1.02K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
400New |
$76.8K - $108K
|
400
$87.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
383+ 20.49% |
$73.6K - $103K
|
2.25K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
375+ 56.65% |
$72K - $101K
|
1.04K
$227K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
370+ 0.48% |
$71.1K - $99.6K
|
77.6K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
338New |
$64.9K - $91K
|
338
$73.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
319New |
$61.3K - $85.9K
|
319
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
319+ 39.92% |
$61.3K - $85.9K
|
1.12K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
250+ 1.71% |
$48K - $67.3K
|
14.9K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
236New |
$45.3K - $63.5K
|
236
$51.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
228+ 21.41% |
$43.8K - $61.4K
|
1.29K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
227+ 3.72% |
$43.6K - $61.1K
|
6.33K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
216+ 64.29% |
$41.5K - $58.2K
|
552
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
208+ 1485.71% |
$40K - $56K
|
222
$48.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
206+ 10300.0% |
$39.6K - $55.5K
|
208
$45.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
203New |
$39K - $54.7K
|
203
$44.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
179+ 7.49% |
$34.4K - $48.2K
|
2.57K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
174+ 9.0% |
$33.4K - $46.9K
|
2.11K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
162+ 3.66% |
$31.1K - $43.6K
|
4.59K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
134+ 14.53% |
$25.7K - $36.1K
|
1.06K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
125+ 4.41% |
$24K - $33.7K
|
2.96K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114New |
$21.9K - $30.7K
|
114
$24.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
114+ 0.41% |
$21.9K - $30.7K
|
28.1K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
93+ 23.85% |
$17.9K - $25K
|
483
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
93+ 60.39% |
$17.9K - $25K
|
247
$54K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
81+ 7.75% |
$15.6K - $21.8K
|
1.13K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
67+ 4.7% |
$12.9K - $18K
|
1.49K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 11.8% |
$12.5K - $17.5K
|
616
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
60+ 0.61% |
$11.5K - $16.2K
|
9.96K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59+ 6.42% |
$11.3K - $15.9K
|
978
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
53+ 2.08% |
$10.2K - $14.3K
|
2.61K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$9.6K - $13.5K
|
50
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
45+ 1.08% |
$8.64K - $12.1K
|
4.22K
$923K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$8.45K - $11.8K
|
44
$9.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
35+ 2.7% |
$6.72K - $9.42K
|
1.33K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 0.2% |
$4.99K - $7K
|
13.2K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.51% |
$4.99K - $7K
|
5.13K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
25+ 0.49% |
$4.8K - $6.73K
|
5.1K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
24+ 0.21% |
$4.61K - $6.46K
|
11.3K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20New |
$3.84K - $5.39K
|
20
$4.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 12.87% |
$2.5K - $3.5K
|
114
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13+ 2.4% |
$2.5K - $3.5K
|
554
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 48.0% |
$2.3K - $3.23K
|
37
$8.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 60.0% |
$2.3K - $3.23K
|
32
$7K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 80.0% |
$1.54K - $2.15K
|
18
$3.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7+ 0.06% |
$1.34K - $1.88K
|
12.1K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$960 - $1.35K
|
5
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 3.73% |
$960 - $1.35K
|
139
$30.4K
|