Purchases and Sales Made in Q1 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q1 2024. The information is specifically focused on institutions that hold shares of APPFOLIO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
188+ 6.17% |
$30.9K - $46.8K
|
3.23K
$693K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
134+ 291.3% |
$22K - $33.3K
|
180
$38.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128+ 3.27% |
$21K - $31.8K
|
4.04K
$866K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
101+ 1.79% |
$16.6K - $25.1K
|
5.76K
$1.23M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$16.4K - $24.9K
|
100
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$16.4K - $24.9K
|
100
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
96New |
$15.8K - $23.9K
|
96
$20.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
95New |
$15.6K - $23.6K
|
95
$20.4K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
91New |
$15K - $22.6K
|
91
$19.5K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
89+ 1.69% |
$14.6K - $22.1K
|
5.35K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
85+ 20.19% |
$14K - $21.1K
|
506
$109K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
63New |
$10.4K - $15.7K
|
63
$13.5K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
57+ 2.06% |
$9.37K - $14.2K
|
2.83K
$606K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48New |
$7.89K - $11.9K
|
48
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27New |
$4.44K - $6.72K
|
27
$5.79K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24+ 2.76% |
$3.94K - $5.97K
|
893
$192K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$3.94K - $5.97K
|
24
$5.15K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 0.96% |
$3.78K - $5.72K
|
2.43K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18+ 2.7% |
$2.96K - $4.48K
|
684
$147K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16+ 57.14% |
$2.63K - $3.98K
|
44
$9.44K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
13+ 0.39% |
$2.14K - $3.23K
|
3.37K
$724K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10+ 2.69% |
$1.64K - $2.49K
|
382
$81.9K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 32.14% |
$1.48K - $2.24K
|
37
$7.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.43% |
$1.48K - $2.24K
|
2.11K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$1.31K - $1.99K
|
8
$1.72K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6+ 7.69% |
$986 - $1.49K
|
84
$18K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$822 - $1.24K
|
5
$1.07K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 35.71% |
$822 - $1.24K
|
19
$4.08K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 2.26% |
$493 - $746
|
136
$29.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 1.82% |
$493 - $746
|
168
$36K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 1.15% |
$329 - $497
|
176
$37.8K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$164 - $249
|
9.24K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$164 - $249
|
1
$215
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 50.0% |
$329 - $497
|
2
$429
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 1.2% |
$1.15K - $1.74K
|
578
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 20.0% |
$1.31K - $1.99K
|
32
$6.86K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9- 0.2% |
$1.48K - $2.24K
|
4.58K
$982K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 11.22% |
$1.81K - $2.74K
|
87
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 20.0% |
$2.3K - $3.48K
|
56
$12K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-19- 76.0% |
$3.12K - $4.73K
|
6
$1.29K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-32- 1.44% |
$5.26K - $7.96K
|
2.19K
$469K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-32- 20.78% |
$5.26K - $7.96K
|
122
$26.2K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-40- 0.96% |
$6.57K - $9.95K
|
4.15K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-40- 1.59% |
$6.57K - $9.95K
|
2.47K
$530K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-75- 2.93% |
$12.3K - $18.7K
|
2.48K
$532K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 15.4% |
$14K - $21.1K
|
467
$100K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-97- 8.77% |
$15.9K - $24.1K
|
1.01K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-102- 1.98% |
$16.8K - $25.4K
|
5.06K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 6.11% |
$28.9K - $43.8K
|
2.7K
$580K
|