Stock TransactionsAPPFOLIO INC COM CL A

Total Bought
1,421,243
51 transactions
Total Sold
433,047
57 transactions
Net
+988,196
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PRINCIPAL FINANCIAL GROUP INC401,888832,891+431,0030.050.110.00buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC422,594733,428+310,8340.260.45+0.19buy
Ashe Capital Management, LP1,136,1121,331,260+195,14822.3423.89+1.55buy
LONG WALK MANAGEMENT LP154,800276,325+121,52511.0316.11+5.08buy
Nellore Capital Management LLC402,739506,892+104,15312.0513.09+1.04buy
DF DENT & CO INC391,903494,818+102,9151.151.45+0.30buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC773,579686,460+87,1190.420.380.00sell
FIRST TRUST ADVISORS LP198,511144,712+53,7990.040.030.00sell
RENAISSANCE TECHNOLOGIES LLC276,900229,100+47,8000.100.08-0.02sell
VANGUARD GROUP INC2,438,4292,403,717+34,7120.010.010.00sell
JENNISON ASSOCIATES LLC61,18590,171+28,9860.010.01+0.00buy
Greenstone Partners & Co., LLC111,740134,229+22,4896.527.24+0.72buy
Ranger Investment Management, L.P.119,878140,685+20,8071.882.26+0.38buy
JANUS HENDERSON GROUP PLC149,179131,830+17,3490.020.020.00sell
JUPITER ASSET MANAGEMENT LTD12,23928,760+16,5210.030.06+0.03buy
TFJ Management, LLC22,27334,030+11,7574.646.12+1.48buy
NATIXIS ADVISORS, LLC23,96133,964+10,0030.010.010.00buy
VICTORY CAPITAL MANAGEMENT INC69,60762,089+7,5180.020.01-0.01sell
Alamar Capital Management, LLC11,37518,300+6,9251.492.28+0.80buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP297,896292,771+5,1250.050.050.00sell
Sellaronda Global Management LP80,00085,000+5,00017.7517.17-0.59buy
TEXAS PERMANENT SCHOOL FUND CORP9,55913,790+4,2310.020.030.00buy
Versor Investments LP1,5415,111+3,5700.060.21+0.15buy
FIRST CITIZENS BANK & TRUST CO1,2554,556+3,3010.010.02+0.01buy
Melqart Asset Management (UK) Ltd13,63316,832+3,1990.400.55+0.15buy
Kerrisdale Advisers, LLC9,74812,942+3,1940.901.55+0.66buy
Fiera Capital Corp163,238166,161+2,9230.130.13+0.00buy
JOHNSON INVESTMENT COUNSEL INC10,82013,242+2,4220.020.03+0.00buy
Advisors Capital Management, LLC17,22119,202+1,9810.060.06+0.00buy
CANADA LIFE ASSURANCE Co41,29739,519+1,7780.020.01-0.00sell
Verdence Capital Advisors LLC2,8934,195+1,3020.050.07+0.02buy
PARNASSUS INVESTMENTS, LLC5,8636,858+9950.000.00+0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/5,7946,766+9720.080.08+0.00buy
Quantum Portfolio Management LLC3,6634,263+6000.410.47+0.06buy
Davidson Kahn Capital Management, LLC8,6569,225+5691.471.36-0.11buy
New Age Alpha Advisors, LLC4,6785,141+4630.050.05+0.01buy
AZZAD ASSET MANAGEMENT INC /ADV15,47915,935+4560.400.39-0.01buy
Vident Advisory, LLC2,8043,219+4150.010.010.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,5565,921+3650.010.01+0.00buy
Aster Capital Management (DIFC) Ltd344684+3400.010.04+0.02buy
Woodline Partners LP1,7542,070+3160.000.00+0.00buy
Portside Wealth Group, LLC3,5213,828+3070.130.13+0.00buy
Orion Porfolio Solutions, LLC13,75714,006+2490.030.030.00buy
Capital Impact Advisors, LLC26,46426,687+2232.231.87-0.36buy
RHUMBLINE ADVISERS64,22964,023+2060.010.010.00sell
YOUSIF CAPITAL MANAGEMENT, LLC7,9257,734+1910.020.020.00sell
OPPENHEIMER ASSET MANAGEMENT INC.5,0494,906+1430.010.010.00sell
First Bank & Trust1,2031,307+1040.050.05+0.00buy
NORDEN GROUP LLC3,7013,801+1000.090.10+0.00buy
Strategic Advocates LLC9901,088+980.080.07-0.00buy
Treasurer of the State of North Carolina10,37010,273+970.010.010.00sell
Tidemark, LLC25120+950.000.01+0.01buy
Motley Fool Asset Management LLC9551,048+930.010.01-0.00buy
Linden Thomas Advisory Services, LLC1,3941,469+750.040.04-0.00buy
NATIXIS2,2992,373+740.000.000.00buy
Somerset Trust Co1,0361,105+690.080.08+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM21,34921,305+440.010.01-0.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,7624,735+270.020.020.00sell
ALPS ADVISORS INC1,6601,680+200.000.000.00buy
Lewis Asset Management, LLC1,0881,105+170.200.12-0.08buy
Quantinno Capital Management LP21,85221,863+110.030.020.00buy
Bell Investment Advisors, Inc3242+100.000.000.00buy
Burns Matteson Capital Management, LLC1,4341,441+70.170.16-0.01buy
FIDUCIARY TRUST CO1,4641,470+60.000.00-0.00buy
LVZ, Inc.2,4372,442+50.070.07-0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.7873-50.000.00-0.00sell
Precision Wealth Strategies, LLC2,3192,311-80.390.17-0.22sell
denkapparat Operations GmbH1,0561,036-200.250.19-0.06sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,1685,146-220.020.02+0.00sell
MOODY ALDRICH PARTNERS LLC1,7391,712-270.080.08-0.00sell
NEW YORK LIFE INVESTMENT MANAGEMENT LLC2,3742,345-290.010.01-0.00sell
Utah Retirement Systems1,2001,162-380.000.00-0.00sell
HMS Capital Management, LLC1,5901,538-520.190.16-0.03sell
Summit Global Investments1,6521,577-750.030.02-0.01sell
Evanson Asset Management, LLC6,0876,000-870.090.09-0.01sell
STATE OF MICHIGAN RETIREMENT SYSTEM5,6005,500-1000.010.01-0.00sell
EFG Asset Management (North America) Corp.13,61213,497-1150.500.44-0.06sell
Retirement Systems of Alabama28,28928,169-1200.020.02-0.00sell
Alliance Wealth Advisors, LLC /UT1,7581,625-1330.100.09-0.01sell
BANQUE PICTET & CIE SA2,1181,984-1340.000.00-0.00sell
DIVERSIFY WEALTH MANAGEMENT, LLC1,7271,590-1370.030.03+0.00sell
Ameritas Investment Partners, Inc.4,6234,475-1480.040.03-0.00sell
Inspire Investing, LLC1,4061,236-1700.040.03-0.01sell
Alpha Wealth Funds, LLC4,0003,400-6000.950.72-0.23sell
Independent Advisor Alliance2,2421,625-6170.020.01-0.01sell
Legato Capital Management LLC5,4024,752-6500.160.13-0.03sell
Bayforest Capital Ltd1,534869-6650.150.09-0.06sell
AVIVA PLC2,8242,153-6710.000.00-0.00sell
NEW YORK STATE COMMON RETIREMENT FUND225,472224,737-7350.080.07-0.00sell
BURNEY CO/8,6087,709-8990.070.06-0.01sell
Gallacher Capital Management LLC2,1601,109-1,0510.230.12-0.11sell
PDT Partners, LLC5,7044,564-1,1400.090.06-0.03sell
CHANNEL WEALTH LLC17,83716,526-1,3111.221.08-0.14sell
NorthCrest Asset Manangement, LLC4,5862,829-1,7570.030.02-0.01sell
TEACHER RETIREMENT SYSTEM OF TEXAS13,59111,715-1,8760.010.01-0.00sell
BESSEMER GROUP INC4,4262,203-2,2230.000.00-0.00sell
AMI ASSET MANAGEMENT CORP5,0322,718-2,3140.060.04-0.03sell
VIRGINIA RETIREMENT SYSTEMS ET Al12,7219,621-3,1000.020.02-0.01sell
Baker Avenue Asset Management, LP22,36216,437-5,9250.150.11-0.05sell
Nicholas Investment Partners, LP43,31436,546-6,7680.980.75-0.23sell
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