Stock TransactionsAPPFOLIO INC COM CL A

Total Bought
652,454
60 transactions
Total Sold
969,992
63 transactions
Net
-317,538
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Westwind Capital37,216149,240+112,0242.322.29-0.03buy
LOS ANGELES CAPITAL MANAGEMENT LLC17,816109,850+92,0340.020.100.00buy
T. Rowe Price Investment Management, Inc.187,127268,445+81,3180.030.04+0.01buy
GEODE CAPITAL MANAGEMENT, LLC459,923380,289+79,6340.010.010.00sell
MISSION WEALTH MANAGEMENT, LP42,865101,017+58,1520.280.65+0.38buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP60,47121,533+38,9380.010.000.00sell
RENAISSANCE TECHNOLOGIES LLC257,500219,000+38,5000.110.10-0.01sell
Manchester Global Management (UK) Ltd45,58983,589+38,0001.983.59+1.62buy
DRIEHAUS CAPITAL MANAGEMENT LLC194,999227,632+32,6330.480.54+0.06buy
FULLER & THALER ASSET MANAGEMENT, INC.115,959147,961+32,0020.120.15+0.03buy
EULAV Asset Management10,90239,449+28,5470.070.26+0.19buy
AQR CAPITAL MANAGEMENT LLC35,69158,540+22,8490.020.020.00buy
Artisan Partners Limited Partnership87,182108,639+21,4570.030.04+0.01buy
FIRST TRUST ADVISORS LP101,479120,765+19,2860.030.030.00buy
ALGERT GLOBAL LLC36,39719,057+17,3400.350.160.00sell
JENNISON ASSOCIATES LLC68,47585,474+16,9990.010.01+0.00buy
Empowered Funds, LLC23,5486,727+16,8210.110.03-0.08sell
JUPITER ASSET MANAGEMENT LTD23,45139,620+16,1690.060.09+0.04buy
VISTA EQUITY PARTNERS MANAGEMENT, LLC22,25533,297+11,0420.150.22+0.07buy
NEXT CENTURY GROWTH INVESTORS LLC28,05238,052+10,0000.600.77+0.17buy
SCHRODER INVESTMENT MANAGEMENT GROUP6,03315,874+9,8410.000.00+0.00buy
PRUDENTIAL FINANCIAL INC61,94970,302+8,3530.020.030.00buy
Allspring Global Investments Holdings, LLC23,73017,475+6,2550.010.010.00sell
Nicholas Investment Partners, LP43,53848,466+4,9281.101.23+0.13buy
VICTORY CAPITAL MANAGEMENT INC104,726100,340+4,3860.030.03-0.00sell
Penserra Capital Management LLC7,7053,922+3,7830.020.01-0.01sell
NATIXIS ADVISORS, LLC22,32318,561+3,7620.010.010.00sell
Gotham Asset Management, LLC8,37311,973+3,6000.030.04+0.01buy
Moran Wealth Management, LLC35,90239,483+3,5810.290.32+0.03buy
AZZAD ASSET MANAGEMENT INC /ADV3,6416,814+3,1730.100.20+0.09buy
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.5,0008,000+3,0000.200.31+0.11buy
Bayesian Capital Management, LP3,9256,625+2,7000.090.19+0.09buy
TEXAS PERMANENT SCHOOL FUND CORP17,89415,302+2,5920.040.040.00sell
WCM INVESTMENT MANAGEMENT, LLC86,24788,664+2,4170.050.05+0.00buy
Swiss National Bank38,40040,700+2,3000.010.01+0.00buy
Belpointe Asset Management LLC9952,839+1,8440.020.05+0.03buy
Fortis Capital Advisors, LLC9952,839+1,8440.100.25+0.15buy
PRINCIPAL FINANCIAL GROUP INC151,646153,134+1,4880.020.020.00buy
PRELUDE CAPITAL MANAGEMENT, LLC1,4792,946+1,4670.030.06+0.04buy
nVerses Capital, LLC1001,500+1,4000.060.22+0.16buy
Olympiad Research LP1,4112,796+1,3850.230.50+0.27buy
Orion Porfolio Solutions, LLC10,0289,081+9470.030.020.00sell
GSA CAPITAL PARTNERS LLP13,40412,540+8640.300.240.00sell
ZACKS INVESTMENT MANAGEMENT7,3388,173+8350.020.02+0.00buy
Nellore Capital Management LLC278,627279,449+82210.6210.31-0.31buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM19,47620,277+8010.010.01-0.00buy
CANADA PENSION PLAN INVESTMENT BOARD14,00014,800+8000.000.000.00buy
LAZARD ASSET MANAGEMENT LLC9,2118,447+7640.000.000.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,0004,342+6580.030.020.00sell
YOUSIF CAPITAL MANAGEMENT, LLC9,3828,765+6170.030.030.00sell
Legato Capital Management LLC6,5087,061+5530.190.23+0.04buy
CANADA LIFE ASSURANCE Co41,48840,996+4920.020.02-0.00sell
RHUMBLINE ADVISERS61,29460,963+3310.020.010.00sell
Cavalier Investments, LLC10,47910,789+3100.940.81-0.13buy
HARBOR CAPITAL ADVISORS, INC.3,0873,374+2870.100.06-0.04buy
Retirement Systems of Alabama25,64925,903+2540.020.02+0.00buy
Corton Capital Inc.1,3021,554+2520.120.20+0.08buy
Cynosure Group, LLC2,8143,063+2490.120.12-0.00buy
Independent Advisor Alliance2,4822,702+2200.020.02+0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM4,9005,100+2000.010.01-0.00buy
RiverPark Advisors, LLC668867+1990.140.18+0.04buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC4,5304,684+1540.030.03+0.00buy
Quarry LP96238+1420.010.020.00buy
TOWNSQUARE CAPITAL LLC2,7712,638+1330.010.010.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS4,5234,652+1290.010.01-0.00buy
Harvest Fund Management Co., Ltd296404+1080.000.01+0.01buy
ProShare Advisors LLC3,5283,630+1020.000.000.00buy
BRIGHTON JONES LLC5,7565,805+490.050.05-0.00buy
EFG Asset Management (North America) Corp.8,0218,059+380.340.34-0.00buy
MIRABELLA FINANCIAL SERVICES LLP1,3611,395+340.020.02+0.00buy
PDT Partners, LLC4,6084,633+250.110.11-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.5,1745,150+240.020.020.00sell
ARCADIA INVESTMENT MANAGEMENT CORP/MI122144+220.010.01+0.00buy
Lewis Asset Management, LLC1,1841,205+210.240.23-0.02buy
Bell Investment Advisors, Inc3038+80.000.000.00buy
CORNERCAP INVESTMENT COUNSEL INC2,8252,828+30.110.11+0.01buy
Beacon Pointe Advisors, LLC2,5092,511+20.010.010.00buy
Global IMC LLC14,95114,952+10.850.82-0.03buy
LVZ, Inc.1,8021,803+10.060.06-0.00buy
Jackson Creek Investment Advisors LLC4,5774,569-80.400.41+0.01sell
First Bank & Trust1,2051,190-150.060.06-0.00sell
PICTON MAHONEY ASSET MANAGEMENT24,11824,101-170.180.23+0.05sell
Migdal Insurance & Financial Holdings Ltd.8458-260.000.00-0.00sell
Robeco Institutional Asset Management B.V.13,82013,780-400.010.01-0.00sell
Lisanti Capital Growth, LLC7,1907,115-750.430.42-0.01sell
Advisors Capital Management, LLC11,41611,308-1080.050.05-0.00sell
Arlington Financial Advisors, LLC3,6343,452-1820.200.19-0.01sell
CASTLEARK MANAGEMENT LLC31,87031,600-2700.330.32-0.01sell
Calamos Advisors LLC3,2812,849-4320.000.00-0.00sell
Verdence Capital Advisors LLC2,3411,822-5190.050.04-0.01sell
NBC SECURITIES, INC.2,7032,094-6090.060.05-0.02sell
Nebula Research & Development LLC1,7821,052-7300.090.04-0.05sell
Ranger Investment Management, L.P.86,96485,889-1,0751.381.43+0.05sell
STRS OHIO5,5004,253-1,2470.010.00-0.00sell
Baker Avenue Asset Management, LP19,85218,445-1,4070.190.15-0.04sell
TEACHER RETIREMENT SYSTEM OF TEXAS8,2616,695-1,5660.010.01-0.00sell
Ameritas Investment Partners, Inc.6,4344,500-1,9340.060.04-0.02sell
Hillsdale Investment Management Inc.27,93025,990-1,9400.550.50-0.04sell
MOODY ALDRICH PARTNERS LLC22,04319,809-2,2340.930.94+0.02sell
AIGEN INVESTMENT MANAGEMENT, LP4,4292,163-2,2660.240.10-0.14sell
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