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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$2.88K - $3.52K
|
15
$3.72K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$2.3K - $2.82K
|
12
$2.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12New |
$2.3K - $2.82K
|
12
$2.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 31.25% |
$1.92K - $2.35K
|
42
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 1.81% |
$1.92K - $2.35K
|
564
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9New |
$1.73K - $2.11K
|
9
$2.23K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 44.44% |
$1.54K - $1.88K
|
26
$6.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 20.69% |
$1.15K - $1.41K
|
35
$8.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6+ 0.41% |
$1.15K - $1.41K
|
1.47K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
4New |
$768 - $939
|
4
$992
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3New |
$576 - $704
|
3
$744
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.21% |
$576 - $704
|
1.46K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$384 - $469
|
2
$496
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$192 - $235
|
1
$248
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1+ 11.11% |
$192 - $235
|
10
$2.48K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1New |
$192 - $235
|
1
$248
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1New |
$192 - $235
|
1
$248
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.2KNew |
$4.38M - $5.52M
|
21.2K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Oberndorf William E
San Francisco, CA |
BUY
|
- |
20.2K+ 513.96% |
$4.18M - $5.28M
|
24.2K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.16K+ 81.11% |
$1.27M - $1.61M
|
13.8K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.72K+ 114.66% |
$976K - $1.23M
|
8.84K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$725K - $914K
|
3.51K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.5KNew |
$517K - $652K
|
2.5K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.34% |
$469K - $591K
|
12.9K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.45KNew |
$300K - $378K
|
1.45K
$360K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.41KNew |
$290K - $366K
|
1.41K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
928New |
$192K - $242K
|
928
$230K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
922+ 43.76% |
$191K - $240K
|
3.03K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
244+ 27.2% |
$50.4K - $63.6K
|
1.14K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
235+ 313.33% |
$48.6K - $61.3K
|
310
$76.9K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
220New |
$45.5K - $57.3K
|
220
$54.6K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
149+ 1.73% |
$30.8K - $38.8K
|
8.76K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
56New |
$11.6K - $14.6K
|
56
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
42New |
$8.68K - $10.9K
|
42
$10.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 250.0% |
$6.2K - $7.82K
|
42
$10.4K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
23New |
$4.75K - $5.99K
|
23
$5.7K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$3.72K - $4.69K
|
18
$4.46K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$2.48K - $3.13K
|
12
$2.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 122.22% |
$2.27K - $2.87K
|
20
$4.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
10New |
$2.07K - $2.61K
|
10
$2.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7+ 17.07% |
$1.45K - $1.82K
|
48
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 20.83% |
$1.03K - $1.3K
|
29
$7.19K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$827 - $1.04K
|
4
$992
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$620 - $782
|
3
$744
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$620 - $782
|
4
$992
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$413 - $521
|
2
$496
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$413 - $521
|
2
$496
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$207 - $261
|
1
$248
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$207 - $261
|
1
$248
|
|