Purchases and Sales Made in Q4 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 33.33% |
$384 - $539
|
4
$858
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-4- 0.06% |
$768 - $1.08K
|
6.61K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4- 1.27% |
$768 - $1.08K
|
311
$66.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 15.79% |
$1.15K - $1.62K
|
32
$6.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7- 87.5% |
$1.34K - $1.88K
|
1
$215
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-8- 0.12% |
$1.54K - $2.15K
|
6.6K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11- 0.45% |
$2.11K - $2.96K
|
2.42K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 20.0% |
$2.3K - $3.23K
|
48
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.68% |
$3.07K - $4.31K
|
580
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17- 39.53% |
$3.27K - $4.58K
|
26
$5.58K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 6.47% |
$3.46K - $4.85K
|
260
$55.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.14% |
$4.8K - $6.73K
|
17.8K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 46.03% |
$5.57K - $7.81K
|
34
$7.29K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-35- 1.31% |
$6.72K - $9.42K
|
2.64K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-39- 1.54% |
$7.49K - $10.5K
|
2.5K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-43- 26.22% |
$8.26K - $11.6K
|
121
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-46- 11.17% |
$8.84K - $12.4K
|
366
$78.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 88.89% |
$9.22K - $12.9K
|
6
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-68- 6.92% |
$13.1K - $18.3K
|
914
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 4.73% |
$13.1K - $18.3K
|
1.37K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-81- 81.0% |
$15.6K - $21.8K
|
19
$4.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-83- 2.43% |
$15.9K - $22.3K
|
3.33K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86- 98.85% |
$16.5K - $23.2K
|
1
$215
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-86- 4.86% |
$16.5K - $23.2K
|
1.68K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 2.06% |
$18.6K - $26.1K
|
4.62K
$992K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-109- 0.66% |
$20.9K - $29.3K
|
16.5K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-110- 1.01% |
$21.1K - $29.6K
|
10.8K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-117- 4.37% |
$22.5K - $31.5K
|
2.56K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-122- 54.95% |
$23.4K - $32.8K
|
100
$21.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-140- 3.29% |
$26.9K - $37.7K
|
4.12K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-166- 2.14% |
$31.9K - $44.7K
|
7.6K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-168- 7.5% |
$32.3K - $45.2K
|
2.07K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-172- 2.93% |
$33K - $46.3K
|
5.69K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-172- 72.57% |
$33K - $46.3K
|
65
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-175- 2.53% |
$33.6K - $47.1K
|
6.75K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-175- 0.27% |
$33.6K - $47.1K
|
63.8K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-187- 3.43% |
$35.9K - $50.4K
|
5.27K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-197- 16.43% |
$37.8K - $53K
|
1K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-202- 76.23% |
$38.8K - $54.4K
|
63
$13.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-209- 15.74% |
$40.1K - $56.3K
|
1.12K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-224- 13.68% |
$43K - $60.3K
|
1.41K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-233- 2.11% |
$44.8K - $62.7K
|
10.8K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-243- 1.95% |
$46.7K - $65.4K
|
12.2K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-252- 11.18% |
$48.4K - $67.9K
|
2K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-256- 3.07% |
$49.2K - $68.9K
|
8.07K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-256- 8.25% |
$49.2K - $68.9K
|
2.85K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-275- 37.93% |
$52.8K - $74K
|
450
$96.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-289- 6.1% |
$55.5K - $77.8K
|
4.45K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-295- 1.54% |
$56.7K - $79.4K
|
18.8K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-297- 3.34% |
$57K - $80K
|
8.61K
$1.85M
|