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Get Institutions for : 
Appfolio Inc (APPF)  
$247.31 2.01 (0.82%) as of 4:30 Fri 5/10


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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  : 
59.96 (32%)  




 
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 :
1
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
   HEAD & ASSOCIATES LLC 232 *Closed 2023-12-31 0 $0 -11
   Keebeck Alpha LP 313 *Closed 2023-12-31 0 $0 -1,277
   Headlands Technologies LLC 1222 *Closed 2024-03-31 0 $0 -492
   Ronald Blue Trust Inc. 2100 *Closed 2024-03-31 0 $0 -8
   SPRINGBOK CAPITAL MANAGEMENT LLC 1084 *Closed 2023-12-31 0 $0 -1,408
   Glassman Wealth Services 998 *Closed 2024-03-31 0 $0 -2
   FORA Capital LLC 434 *Closed 2024-03-31 0 $0 -2,844
   XTX Topco Ltd 1658 *Closed 2023-12-31 0 $0 -3,685
   ADVISORY SERVICES NETWORK, LLC 2578 *Closed 2024-03-31 0 $0 -1
   Summit Global Investments *Closed 2024-03-31 0 $0 -7,202
   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
   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
   QUANTBOT TECHNOLOGIES LLC 1885 *Closed 2024-03-31 0 $0 -2,743
   Lido Advisors LLC 1213 *Closed 2023-12-31 0 $0 -1,883
   Connor Clark & Lunn Investment Management Ltd. 1608 *Closed 2024-03-31 0 $0 -2,922
   Cresset Asset Management LLC 1862 *Closed 2023-12-31 0 $0 -1,116
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1265 *Closed 2023-12-31 0 $0 -3,000
   Capital Impact Advisors LLC 115 *Closed 2023-12-31 0 $0 -6,099
   OCCUDO QUANTITATIVE STRATEGIES LP 1070 *Closed 2023-12-31 0 $0 -2,022
   Entropy Technologies LP 789 *Closed 2024-03-31 0 $0 -4,385
   ADIRONDACK RETIREMENT SPECIALISTS INC. 79 *Closed 2023-09-30 0 $0 -18
   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
   TWINBEECH CAPITAL LP 856 *Closed 2023-12-31 0 $0 -1,329
   YORKTOWN MANAGEMENT & RESEARCH CO INC 243 *Closed 2024-03-31 0 $0 -1,550
   EUDAIMONIA ASSET MANAGEMENT LLC 400 *Closed 2023-12-31 0 $0 -8,644
   West Tower Group LLC 771 *Closed 2023-12-31 0 $0 -480
   CenterBook Partners LP 486 *Closed 2024-03-31 0 $0 -3,097
  31 Records found
  1    
  Page 1 of 1
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