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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
127+ 2116.67% |
$29.2K - $40.8K
|
133
$33K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
114New |
$26.2K - $36.6K
|
114
$28.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112+ 373.33% |
$25.7K - $36K
|
142
$35.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
107+ 21.4% |
$24.6K - $34.4K
|
607
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
106+ 8.22% |
$24.4K - $34.1K
|
1.4K
$346K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
95+ 59.01% |
$21.8K - $30.5K
|
256
$63.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
83+ 3.78% |
$19.1K - $26.7K
|
2.28K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
82+ 7.36% |
$18.8K - $26.3K
|
1.2K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80+ 14.47% |
$18.4K - $25.7K
|
633
$157K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 16.81% |
$18.2K - $25.4K
|
549
$136K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
79New |
$18.2K - $25.4K
|
79
$19.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
79+ 3.63% |
$18.2K - $25.4K
|
2.26K
$560K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 33.68% |
$14.9K - $20.9K
|
258
$64K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63+ 48.84% |
$14.5K - $20.2K
|
192
$47.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58+ 4.81% |
$13.3K - $18.6K
|
1.26K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58New |
$13.3K - $18.6K
|
58
$14.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58+ 14.65% |
$13.3K - $18.6K
|
454
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57+ 0.49% |
$13.1K - $18.3K
|
11.7K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
51New |
$11.7K - $16.4K
|
51
$12.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
46+ 3.13% |
$10.6K - $14.8K
|
1.52K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
46+ 0.42% |
$10.6K - $14.8K
|
11.1K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
43+ 1.11% |
$9.88K - $13.8K
|
3.93K
$974K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
38+ 28.79% |
$8.73K - $12.2K
|
170
$42.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
35+ 0.48% |
$8.04K - $11.2K
|
7.38K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 2.31% |
$7.12K - $9.96K
|
1.37K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
29+ 0.09% |
$6.66K - $9.32K
|
34K
$8.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 3.18% |
$6.66K - $9.32K
|
941
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
25+ 5.95% |
$5.75K - $8.03K
|
445
$110K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
24+ 2.21% |
$5.52K - $7.71K
|
1.11K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24+ 126.32% |
$5.52K - $7.71K
|
43
$10.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$5.52K - $7.71K
|
24
$5.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
22New |
$5.06K - $7.07K
|
22
$5.46K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 66.67% |
$5.06K - $7.07K
|
55
$13.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$5.06K - $7.07K
|
22
$5.46K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19New |
$4.37K - $6.1K
|
19
$4.71K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16+ 1.11% |
$3.68K - $5.14K
|
1.46K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$3.45K - $4.82K
|
15
$3.72K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13+ 1.04% |
$2.99K - $4.18K
|
1.26K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 3.81% |
$2.53K - $3.53K
|
300
$74.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
10+ 0.95% |
$2.3K - $3.21K
|
1.06K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
10New |
$2.3K - $3.21K
|
10
$2.48K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
10+ 0.9% |
$2.3K - $3.21K
|
1.12K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$1.84K - $2.57K
|
8
$1.98K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8+ 0.72% |
$1.84K - $2.57K
|
1.11K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 53.85% |
$1.61K - $2.25K
|
20
$4.96K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6New |
$1.38K - $1.93K
|
6
$1.49K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 4.17% |
$1.38K - $1.93K
|
150
$37.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5New |
$1.15K - $1.61K
|
5
$1.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 250.0% |
$1.15K - $1.61K
|
7
$1.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$919 - $1.29K
|
4
$992
|
|