Stock TransactionsAPPFOLIO INC COM CL A

Total Bought
1,004,194
52 transactions
Total Sold
865,828
49 transactions
Net
+138,366
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Caledonia (Private) Investments Pty Ltd228,026332,635+104,6091.021.48+0.46buy
VANGUARD GROUP INC2,458,9942,560,460+101,4660.010.010.00buy
PRICE T ROWE ASSOCIATES INC /MD/571,087669,317+98,2300.020.02-0.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC615,626520,509+95,1170.410.330.00sell
LONG WALK MANAGEMENT LP288,500381,750+93,25016.0719.76+3.69buy
Capital Impact Advisors, LLC35,378128,314+92,9362.182.34+0.15buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC551,969638,241+86,2720.390.41+0.02buy
PRINCIPAL FINANCIAL GROUP INC1,166,7521,245,949+79,1970.170.150.00buy
JACOBS LEVY EQUITY MANAGEMENT, INC111,630186,393+74,7630.120.17+0.05buy
Greenstone Partners & Co., LLC132,776187,609+54,8336.698.48+1.79buy
Nellore Capital Management LLC474,964529,696+54,73214.2813.80-0.49buy
Fiera Capital Corp162,876213,151+50,2750.150.16+0.01buy
Edgestream Partners, L.P.4,05936,779+32,7200.030.24+0.21buy
Sone Capital Management, LLC33,13864,542+31,4040.761.22+0.45buy
RENAISSANCE TECHNOLOGIES LLC164,502146,520+17,9820.070.06-0.01sell
COMMERCE BANK1,94011,493+9,5530.000.010.00buy
Hudson Way Capital Management LLC193,596202,853+9,2574.533.75-0.77buy
CANADA LIFE ASSURANCE Co31,52625,594+5,9320.010.01-0.00sell
GW&K Investment Management, LLC143,403149,087+5,6840.350.30-0.05buy
JENNISON ASSOCIATES LLC124,582129,401+4,8190.020.02-0.00buy
Nicholas Investment Partners, LP37,28339,591+2,3080.790.67-0.11buy
TFJ Management, LLC34,03036,166+2,1366.326.06-0.26buy
Legato Capital Management LLC4,7526,738+1,9860.140.13-0.01buy
NATIXIS ADVISORS, LLC33,99332,325+1,6680.010.010.00sell
KING LUTHER CAPITAL MANAGEMENT CORP7,7449,184+1,4400.010.01-0.00buy
VIRGINIA RETIREMENT SYSTEMS ET Al9,02110,431+1,4100.020.01-0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS11,33412,695+1,3610.010.01-0.00buy
Kerrisdale Advisers, LLC14,77816,016+1,2382.111.76-0.36buy
LOS ANGELES CAPITAL MANAGEMENT LLC2,2933,523+1,2300.000.000.00buy
PARNASSUS INVESTMENTS, LLC7,3888,438+1,0500.000.01+0.00buy
AGF MANAGEMENT LTD11,95512,920+9650.010.01-0.00buy
NorthCrest Asset Manangement, LLC4,3905,295+9050.030.03+0.00buy
JUPITER ASSET MANAGEMENT LTD9,65010,309+6590.020.02-0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC9661,594+6280.000.00+0.00buy
LVZ, Inc.2,8713,313+4420.090.09-0.00buy
Swiss National Bank42,40042,840+4400.010.01-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.4,7064,274+4320.010.010.00sell
AVIVA PLC1,7282,113+3850.000.00-0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/5,8705,524+3460.080.06-0.02sell
Ashton Thomas Private Wealth, LLC1,8212,147+3260.010.01-0.00buy
Inspire Investing, LLC1,0881,400+3120.030.03+0.00buy
New Age Alpha Advisors, LLC4,9925,299+3070.060.05-0.00buy
FIRST CITIZENS BANK & TRUST CO4,9785,095+1170.030.02-0.00buy
First Bank & Trust1,3001,414+1140.060.05-0.01buy
Alpha Wealth Funds, LLC3,9004,000+1000.870.62-0.25buy
STATE OF MICHIGAN RETIREMENT SYSTEM5,4005,500+1000.010.01-0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,8705,774+960.010.01-0.00sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,0985,162+640.020.01-0.01buy
Somerset Trust Co1,1151,176+610.090.08-0.01buy
YOUSIF CAPITAL MANAGEMENT, LLC7,1547,103+510.020.020.00sell
Retirement Systems of Alabama27,65327,692+390.030.02-0.00buy
Verdence Capital Advisors LLC4,3954,431+360.060.06-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM20,67020,651+190.010.00-0.00sell
Motley Fool Asset Management LLC1,0581,069+110.010.01-0.00buy
Marquette Asset Management, LLC817+90.000.00+0.00buy
ALPS ADVISORS INC1,6551,663+80.000.000.00buy
Lewis Asset Management, LLC1,1131,115+20.130.11-0.02buy
Altshuler Shaham Ltd1517+20.000.00-0.00buy
WOLFF WIESE MAGANA LLC4243+10.010.01-0.00buy
Rakuten Securities, Inc.12+10.000.00+0.00buy
AMI ASSET MANAGEMENT CORP2,7112,712+10.040.04-0.01buy
Park Place Capital Corp4847-10.000.00-0.00sell
FIDUCIARY TRUST CO1,4701,467-30.000.00-0.00sell
Turning Point Benefit Group, Inc.51-40.000.00-0.00sell
Linden Thomas Advisory Services, LLC1,5151,509-60.040.04-0.01sell
Davidson Kahn Capital Management, LLC9,1799,170-91.411.11-0.30sell
HMS Capital Management, LLC1,5041,493-110.170.14-0.03sell
CHANNEL WEALTH LLC16,51316,488-251.220.97-0.25sell
Ameritas Investment Partners, Inc.4,2874,229-580.040.03-0.01sell
DIVERSIFY WEALTH MANAGEMENT, LLC1,4891,413-760.020.01-0.01sell
Reyes Financial Architecture, Inc.388285-1030.070.04-0.03sell
AZZAD ASSET MANAGEMENT INC /ADV3,8253,711-1140.100.08-0.02sell
Resona Asset Management Co.,Ltd.3,8713,739-1320.010.00-0.00sell
BOKF, NA1,2541,036-2180.010.00-0.00sell
NEW YORK LIFE INVESTMENT MANAGEMENT LLC2,2662,043-2230.010.00-0.00sell
Advisors Capital Management, LLC19,55119,285-2660.070.05-0.01sell
Independent Advisor Alliance1,3301,045-2850.010.01-0.00sell
Ranger Investment Management, L.P.114,595114,290-3052.201.82-0.38sell
Grandeur Peak Global Advisors, LLC2,3642,027-3370.090.06-0.02sell
BANQUE PICTET & CIE SA1,9741,596-3780.000.00-0.00sell
MARTINGALE ASSET MANAGEMENT L P3,9823,573-4090.030.02-0.01sell
South Dakota Investment Council5,3004,860-4400.030.02-0.01sell
Strategic Advocates LLC1,112669-4430.080.04-0.04sell
Blueshift Asset Management, LLC2,7332,188-5450.230.15-0.09sell
MOODY ALDRICH PARTNERS LLC1,7061,085-6210.090.05-0.04sell
Global Endowment Management, LP2,2771,603-6740.080.05-0.03sell
Baker Avenue Asset Management, LP16,15115,330-8210.110.08-0.02sell
Bayforest Capital Ltd1,478596-8820.190.10-0.09sell
Portside Wealth Group, LLC2,6481,606-1,0420.100.05-0.05sell
Alamar Capital Management, LLC18,19017,065-1,1252.652.19-0.46sell
NORDEN GROUP LLC3,1741,480-1,6940.090.03-0.06sell
Quantum Portfolio Management LLC10,0026,640-3,3620.820.68-0.14sell
BURNEY CO/7,9971,146-6,8510.070.01-0.06sell
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC148,741139,629-9,1120.070.06-0.02sell
MISSION WEALTH MANAGEMENT, LP49,20139,107-10,0940.270.18-0.09sell
DF DENT & CO INC427,598401,494-26,1041.521.34-0.18sell
Virtue Capital Management, LLC28,667788-27,8790.140.08-0.06sell
GILDER GAGNON HOWE & CO LLC517,750419,431-98,3191.451.03-0.42sell
Insight Holdings Group, LLC152,60044,550-108,0502.600.78-1.82sell
BROWN CAPITAL MANAGEMENT LLC341,942152,123-189,8193.882.90-0.98sell
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