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Get Institutions for : 
Appfolio Inc (APPF)  
$230.40 4.38 (1.87%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 290    30
Total shares held : 
17,231,061  
% of shares held : 
95.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  68  
Amount of shares held : 
945,086  
% of shares held change : 
  5.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$184.52  
Last Quarter's Ending Price : 
$173.24  
Last Quarter's Average Price
$187.35  
Change from last quarter's     
avg. price to the last closing  : 
43.05 (22.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 835,120
 4.85%
 
Increased Positions :
119
 2,324,041
 13.49%
 
Unchanged Positions :
41
 176,456
 1.02%
 
Decreased Positions :
81
-1,287,275
-7.47%
 
Closed Positions :
19
-926,800
-5.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Altshuler Shaham Ltd 291 *Closed 2024-03-31 0 $0 -97
   HEAD & ASSOCIATES LLC 232 *Closed 2023-12-31 0 $0 -11
   Scientech Research LLC 443 *Closed 2024-03-31 0 $0 -1,230
   FOX RUN MANAGEMENT L.L.C. 733 *Closed 2024-03-31 0 $0 -4,606
   Headlands Technologies LLC 1222 *Closed 2024-03-31 0 $0 -492
   ExodusPoint Capital Management LP 1395 *Closed 2024-03-31 0 $0 -7,776
   Ronald Blue Trust Inc. 2100 *Closed 2024-03-31 0 $0 -8
   Schonfeld Strategic Advisors LLC 2106 *Closed 2024-03-31 0 $0 -8,318
   Dynamic Technology Lab Private Ltd 1193 *Closed 2024-03-31 0 $0 -9,469
   Glassman Wealth Services 998 *Closed 2024-03-31 0 $0 -2
   FORA Capital LLC 434 *Closed 2024-03-31 0 $0 -2,844
   ADVISORY SERVICES NETWORK, LLC 2578 *Closed 2024-03-31 0 $0 -1
   Summit Global Investments *Closed 2024-03-31 0 $0 -7,202
   Point72 Middle East FZE 476 *Closed 2024-03-31 0 $0 -9,879
   ARP AMERICAS LLC 724 *Closed 2024-03-31 0 $0 -1,600
   Semanteon Capital Management LP 224 *Closed 2024-03-31 0 $0 -5,193
   Rosenberg Matthew Hamilton 888 *Closed 2024-03-31 0 $0 -30
   FOSTER DYKEMA CABOT & CO INC/MA 337 *Closed 2023-09-30 0 $0 -37
   EntryPoint Capital LLC 1567 *Closed 2024-03-31 0 $0 -1,161
   Turtle Creek Wealth Advisors LLC 330 *Closed 2024-03-31 0 $0 -14
   MEEDER ASSET MANAGEMENT INC 769 *Closed 2024-03-31 0 $0 -493
   DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 12 *Closed 2024-03-31 0 $0 -69,765
   QUANTBOT TECHNOLOGIES LLC 1885 *Closed 2024-03-31 0 $0 -2,743
   LM Advisors LLC 551 *Closed 2024-03-31 0 $0 -53
   SHERBROOKE PARK ADVISERS LLC 984 *Closed 2024-03-31 0 $0 -1,220
   Connor Clark & Lunn Investment Management Ltd. 1608 *Closed 2024-03-31 0 $0 -2,922
   Cubist Systematic Strategies LLC 2572 *Closed 2024-03-31 0 $0 -83,531
   Pathstone Holdings LLC 2330 *Closed 2024-03-31 0 $0 -1,599
   Qube Research & Technologies Ltd 3728 *Closed 2024-03-31 0 $0 -92,132
   Goss Wealth Management LLC 3945 *Closed 2024-03-31 0 $0 -36
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1255 *Closed 2024-03-31 0 $0 -20,793
   ANCORA ADVISORS, LLC 1776 *Closed 2024-03-31 0 $0 -22,382
   Aquatic Capital Management LLC 1457 *Closed 2024-03-31 0 $0 -10,200
   HRT FINANCIAL LLC 2794 *Closed 2024-03-31 0 $0 -17,904
   Entropy Technologies LP 789 *Closed 2024-03-31 0 $0 -4,385
   AXQ CAPITAL LP 798 *Closed 2024-03-31 0 $0 -1,700
   ADIRONDACK RETIREMENT SPECIALISTS INC. 79 *Closed 2023-09-30 0 $0 -18
   Point72 Asset Management L.P. 1711 *Closed 2024-03-31 0 $0 -400
   Y-Intercept (Hong Kong) Ltd 1700 *Closed 2024-03-31 0 $0 -10,129
   Edgestream Partners L.P. 1020 *Closed 2024-03-31 0 $0 -17,717
   YORKTOWN MANAGEMENT & RESEARCH CO INC 243 *Closed 2024-03-31 0 $0 -1,550
   BALYASNY ASSET MANAGEMENT LLC 2463 *Closed 2024-03-31 0 $0 -2,128
   CenterBook Partners LP 486 *Closed 2024-03-31 0 $0 -3,097
   WHITE BAY PT LLC 689 *Closed 2024-03-31 0 $0 -114

  44 Records found
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