UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in APPF — Appfolio Inc
CIK 861177
NEW YORK, NY
Position in APPF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,331,563
+$213,043 QoQ
Shares Held
58,195
+0.7% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $13,189,230,804 across 119 Software - Application names. APPF ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
16,638,071 | $1,651,827,683 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
3,385,655 | $1,270,704,029 | |
| 3 | CRM |
Salesforce, Inc.
|
7,953,999 | $1,246,073,479 | |
| 4 | ADBE |
Adobe Inc.
|
5,045,547 | $1,034,438,041 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,251,447 | $952,111,549 | |
| 6 | UBER |
Uber Technologies, Inc
|
12,684,812 | $915,336,028 | |
| 7 | INTU |
Intuit Inc.
|
3,334,328 | $870,259,608 | |
| 8 | SNOW |
Snowflake Inc.
|
2,754,154 | $700,932,191 |
All Filings in APPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,331,563 | 58,195 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,118,520 | 57,778 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $13,439,488 | 57,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,568,447 | 56,477 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $21,752,014 | 94,459 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,992,222 | 72,725 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $29,166,986 | 118,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,710,579 | 117,717 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,584,359 | 116,876 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,851,501 | 84,508 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,920,869 | 80,356 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,382,488 | 18,521 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,399,075 | 19,746 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,457,979 | 19,746 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,950,267 | 18,507 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,753,220 | 16,742 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,875,974 | 20,697 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,286,500 | 20,197 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,445,047 | 20,197 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,385,603 | 19,814 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,797,735 | 19,814 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,597,842 | 18,371 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,307,514 | 18,371 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $2,565,342 | 18,090 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,254,509 | 13,856 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,257,728 | 11,336 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||