Purchases and Sales Made in Q4 2025 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q4 2025. 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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79.1K+ 263.39% |
$17.7M - $20.7M
|
109K
$27M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
37.6KNew |
$8.39M - $9.85M
|
37.6K
$9.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.14KNew |
$701K - $823K
|
3.14K
$778K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
905+ 20.62% |
$202K - $237K
|
5.3K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
901New |
$201K - $236K
|
901
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
742+ 122.24% |
$166K - $195K
|
1.35K
$334K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
114+ 8.77% |
$25.5K - $29.9K
|
1.41K
$351K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
99+ 20.89% |
$22.1K - $26K
|
573
$142K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 46.67% |
$15.6K - $18.4K
|
220
$54.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
61+ 5.47% |
$13.6K - $16K
|
1.18K
$292K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
39+ 0.14% |
$8.71K - $10.2K
|
27.7K
$6.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
28New |
$6.25K - $7.34K
|
28
$6.94K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
26New |
$5.81K - $6.82K
|
26
$6.45K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
9+ 112.5% |
$2.01K - $2.36K
|
17
$4.22K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 31.82% |
$1.56K - $1.84K
|
29
$7.19K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 125.0% |
$1.12K - $1.31K
|
9
$2.23K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 26.67% |
$893 - $1.05K
|
19
$4.71K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.18% |
$447 - $525
|
1.12K
$276K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 2.38% |
$223 - $262
|
43
$10.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$223 - $262
|
4
$992
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 2.08% |
$223 - $262
|
47
$11.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.4% |
$1.34K - $1.57K
|
1.51K
$374K
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-11- 0.73% |
$2.46K - $2.88K
|
1.49K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 82.86% |
$6.48K - $7.61K
|
6
$1.49K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-33- 2.61% |
$7.37K - $8.65K
|
1.23K
$305K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-51- 0.71% |
$11.4K - $13.4K
|
7.1K
$1.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 25.58% |
$14.7K - $17.3K
|
192
$47.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-114- 2.98% |
$25.5K - $29.9K
|
3.71K
$920K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-205- 42.53% |
$45.8K - $53.8K
|
277
$68.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-378- 19.15% |
$84.4K - $99.1K
|
1.6K
$396K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.04K- 39.35% |
$233K - $273K
|
1.61K
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.69K- 53.37% |
$378K - $444K
|
1.48K
$367K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.98K- 37.62% |
$443K - $520K
|
3.29K
$815K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 22.16% |
$517K - $607K
|
8.13K
$2.02M
|
|