Stock TransactionsAPPFOLIO INC

Total Bought
721,985
47 transactions
Total Sold
1,009,525
69 transactions
Net
-287,540
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
AQR CAPITAL MANAGEMENT LLC457,925655,625+197,7000.150.220.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP71,352233,892+162,5400.010.050.00buy
DF DENT & CO INC351,691413,968+62,2771.011.29+0.29buy
FIRST TRUST ADVISORS LP186,858128,445+58,4130.040.030.00sell
Nellore Capital Management LLC313,619371,934+58,31510.0611.99+1.93buy
Qube Research & Technologies Ltd70,424111,070+40,6460.030.050.00buy
ALGERT GLOBAL LLC23,97454,209+30,2350.150.320.00buy
MARTINGALE ASSET MANAGEMENT L P7,58134,344+26,7630.040.21+0.17buy
GILDER GAGNON HOWE & CO LLC547,351572,917+25,5661.541.52-0.02buy
RENAISSANCE TECHNOLOGIES LLC231,700249,900+18,2000.090.10+0.01buy
VICTORY CAPITAL MANAGEMENT INC94,02376,857+17,1660.020.02-0.00sell
FULLER & THALER ASSET MANAGEMENT, INC.170,157185,132+14,9750.160.17+0.02buy
LONG WALK MANAGEMENT LP50,75065,500+14,7504.945.79+0.84buy
CANADA PENSION PLAN INVESTMENT BOARD42,60053,000+10,4000.010.010.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS10,32320,553+10,2300.010.02+0.01buy
LOS ANGELES CAPITAL MANAGEMENT LLC105,061114,462+9,4010.100.110.00buy
CWM, LLC9,06714,173+5,1060.010.01+0.01buy
LAZARD ASSET MANAGEMENT LLC24,29828,561+4,2630.010.010.00buy
Entropy Technologies, LP1,6305,830+4,2000.040.15+0.11buy
CANADA LIFE ASSURANCE Co39,51635,504+4,0120.020.02-0.00sell
PRINCIPAL FINANCIAL GROUP INC177,831181,649+3,8180.020.030.00buy
NATIXIS ADVISORS, LLC22,09424,598+2,5040.010.010.00buy
PineBridge Investments, L.P.5,6578,072+2,4150.010.01+0.01buy
Bridgewater Associates, LP75,14577,301+2,1560.100.09-0.01buy
AZZAD ASSET MANAGEMENT INC /ADV6,6128,656+2,0440.170.41+0.24buy
South Dakota Investment Council1,8003,500+1,7000.010.02+0.01buy
Vident Advisory, LLC5,1506,846+1,6960.030.030.00buy
SHERBROOKE PARK ADVISERS LLC1,2822,812+1,5300.070.22+0.15buy
Swiss National Bank41,50043,000+1,5000.010.01+0.00buy
Corebridge Financial, Inc.27,47226,374+1,0980.040.040.00sell
COMMERCE BANK3,1502,066+1,0840.000.000.00sell
AlphaQuest LLC2,6851,716+9690.060.060.00sell
Baker Avenue Asset Management, LP21,48322,440+9570.160.17+0.01buy
Y-Intercept (Hong Kong) Ltd3,9873,052+9350.060.050.00sell
Rathbones Group PLC5,4166,187+7710.010.01+0.00buy
Verdence Capital Advisors LLC2,1422,883+7410.040.06+0.02buy
SILVERCREST ASSET MANAGEMENT GROUP LLC1,2661,950+6840.000.00+0.00buy
Quarry LP881212+6690.060.010.00sell
HARBOR CAPITAL ADVISORS, INC.3,5814,227+6460.040.050.00buy
Pallas Capital Advisors LLC3,6214,263+6420.030.05+0.02buy
Penserra Capital Management LLC1,7622,226+4640.010.01+0.00buy
LVZ, Inc.1,8692,252+3830.060.07+0.01buy
EARNED WEALTH ADVISORS, LLC6621,037+3750.050.08+0.03buy
Westwind Capital77,21377,583+3700.870.00-0.87buy
OPPENHEIMER ASSET MANAGEMENT INC.4,0793,745+3340.010.010.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM20,18020,513+3330.010.01+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC8,3298,073+2560.020.020.00sell
Beacon Pointe Advisors, LLC2,2542,002+2520.010.010.00sell
Linden Thomas Advisory Services, LLC1,0651,293+2280.030.04+0.01buy
RHUMBLINE ADVISERS63,96763,792+1750.010.010.00sell
Orion Porfolio Solutions, LLC7,7627,596+1660.020.020.00sell
City Center Advisors, LLC1,2491,372+1230.330.38+0.05buy
TOWNSQUARE CAPITAL LLC2,6802,563+1170.010.010.00sell
Retirement Systems of Alabama27,95028,064+1140.020.03+0.00buy
Treasurer of the State of North Carolina9,9009,960+600.010.010.00buy
HANCOCK WHITNEY CORP4,1764,221+450.030.03+0.00buy
Burns Matteson Capital Management, LLC1,2961,331+350.170.18+0.01buy
BESSEMER GROUP INC13,18313,209+260.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,1045,130+260.030.03-0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,0725,097+250.010.01+0.00buy
Advisors Capital Management, LLC12,06712,074+70.050.05+0.00buy
Bell Investment Advisors, Inc3832+60.000.000.00sell
AZZAD ASSET MANAGEMENT INC /ADV6,6126,608+40.170.400.00sell
PDT Partners, LLC4,6064,604-20.100.10+0.00sell
WORLDQUANT MILLENNIUM ADVISORS LLC903901-20.000.00-0.00sell
C M BIDWELL & ASSOCIATES LTD315311-40.050.05+0.00sell
Migdal Insurance & Financial Holdings Ltd.81-70.000.00-0.00sell
GLOBEFLEX CAPITAL L P6,6076,599-80.150.14-0.01sell
MOODY ALDRICH PARTNERS LLC2,4262,415-110.100.11+0.01sell
Johnson Financial Group, Inc.4326-170.000.00-0.00sell
First Bank & Trust1,1901,173-170.060.06-0.00sell
CHANNEL WEALTH LLC17,86217,837-251.391.43+0.05sell
DIVERSIFY WEALTH MANAGEMENT, LLC1,4391,371-680.030.03-0.00sell
Ameritas Investment Partners, Inc.4,7204,623-970.040.04+0.00sell
Inspire Advisors, LLC10,90610,796-1100.310.33+0.01sell
LECAP ASSET MANAGEMENT LTD4,2594,119-1400.220.28+0.06sell
NorthCrest Asset Manangement, LLC4,7464,576-1700.030.03+0.00sell
Jackson Creek Investment Advisors LLC5,8615,689-1720.410.42+0.01sell
AMI ASSET MANAGEMENT CORP5,4585,271-1870.070.07-0.00sell
SAX WEALTH ADVISORS, LLC1,1991,002-1970.030.02-0.01sell
Lewis Asset Management, LLC1,3281,119-2090.230.21-0.02sell
EFG Asset Management (North America) Corp.11,04910,816-2330.430.36-0.07sell
Main Management ETF Advisors, LLC3,1042,848-2560.030.03-0.00sell
Northwest & Ethical Investments L.P.725450-2750.000.00-0.00sell
PAX Financial Group, LLC4,7344,445-2890.200.20-0.00sell
ZACKS INVESTMENT MANAGEMENT8,9058,608-2970.020.02+0.00sell
JACOBS LEVY EQUITY MANAGEMENT, INC4,2653,956-3090.000.00-0.00sell
Olympiad Research LP2,0301,684-3460.310.43+0.12sell
AVIVA PLC2,7962,450-3460.000.00-0.00sell
ZEVENBERGEN CAPITAL INVESTMENTS LLC21,45020,950-5000.110.11-0.00sell
AIGEN INVESTMENT MANAGEMENT, LP1,534897-6370.070.04-0.03sell
Legato Capital Management LLC6,1265,458-6680.180.18-0.00sell
PRELUDE CAPITAL MANAGEMENT, LLC2,1911,521-6700.040.03-0.01sell
MISSION WEALTH MANAGEMENT, LP61,68960,839-8500.350.35-0.00sell
Oak Thistle LLC2,7441,882-8620.210.14-0.07sell
INCEPTIONR LLC3,1832,240-9430.180.12-0.06sell
Inspire Investing, LLC3,9132,917-9960.090.08-0.01sell
Hillsdale Investment Management Inc.25,21824,218-1,0000.460.30-0.16sell
Global Endowment Management, LP7,6836,549-1,1340.180.21+0.02sell
Summit Global Investments3,2251,612-1,6130.050.02-0.02sell
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