Purchases and Sales Made in Q2 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 0.88% |
$1.25K - $1.5K
|
690
$174K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 15.63% |
$1.04K - $1.25K
|
37
$9.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$1.04K - $1.25K
|
5
$1.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$834 - $999
|
4
$1.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 7.14% |
$834 - $999
|
60
$15.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3New |
$626 - $750
|
3
$758
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$626 - $750
|
2.83K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.08% |
$417 - $500
|
2.51K
$634K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$417 - $500
|
2
$505
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2New |
$417 - $500
|
2
$505
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $250
|
5.25K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.13% |
$209 - $250
|
801
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 11.11% |
$209 - $250
|
10
$2.53K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
1+ 0.06% |
$209 - $250
|
1.8K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.01% |
$209 - $250
|
15K
$3.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 5.41% |
$417 - $500
|
35
$8.84K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.47% |
$417 - $500
|
134
$33.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 16.67% |
$834 - $999
|
20
$5.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 2.98% |
$1.04K - $1.25K
|
163
$41.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8- 0.17% |
$1.67K - $2K
|
4.57K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8- 0.77% |
$1.67K - $2K
|
1.03K
$260K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-15- 1.24% |
$3.13K - $3.75K
|
1.19K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 6.71% |
$4.17K - $5K
|
278
$70.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24- 0.46% |
$5K - $6K
|
5.15K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-26- 30.95% |
$5.42K - $6.5K
|
58
$14.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30- 2.41% |
$6.26K - $7.5K
|
1.22K
$307K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 50.79% |
$6.67K - $8K
|
31
$7.83K
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40- 0.29% |
$8.34K - $9.99K
|
13.8K
$3.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 10.55% |
$12.1K - $14.5K
|
492
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-75- 1.04% |
$15.6K - $18.7K
|
7.12K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-89- 3.83% |
$18.6K - $22.2K
|
2.24K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-98- 1.06% |
$20.4K - $24.5K
|
9.14K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-108- 0.95% |
$22.5K - $27K
|
11.3K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-115- 4.66% |
$24K - $28.7K
|
2.35K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-133- 4.8% |
$27.7K - $33.2K
|
2.64K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-154- 13.68% |
$32.1K - $38.5K
|
972
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-182- 5.01% |
$37.9K - $45.5K
|
3.45K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-193- 13.12% |
$40.2K - $48.2K
|
1.28K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-265- 20.46% |
$55.3K - $66.2K
|
1.03K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-270- 0.85% |
$56.3K - $67.5K
|
31.6K
$7.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-282- 19.03% |
$58.8K - $70.5K
|
1.2K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-290- 10.28% |
$60.5K - $72.5K
|
2.53K
$640K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-310- 14.7% |
$64.6K - $77.5K
|
1.8K
$455K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-331- 0.54% |
$69K - $82.7K
|
61K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-432- 13.17% |
$90.1K - $108K
|
2.85K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-491- 31.95% |
$102K - $123K
|
1.05K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-492- 1.19% |
$103K - $123K
|
41K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-519- 22.17% |
$108K - $130K
|
1.82K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-574- 4.53% |
$120K - $143K
|
12.1K
$3.05M
|