MORGAN STANLEY

Position in APPF — Appfolio Inc

CIK 895421 NEW YORK, NY

Back to APPF Full portfolio

Position in APPF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$93,295,793

+$44,799,293 QoQ

Shares Held

581,826

+89.3% QoQ

Ownership

1.64%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#11

of 386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in APPF Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. APPF ranks #38 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

All Filings in APPF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,295,793	581,826	+89.3%	Shares	Defined	2026-08-13
2026-03-31	$48,496,500	307,290	+11.5%	Shares	Defined	2026-05-15
2025-12-31	$64,106,469	275,549	+12.8%	Shares	Defined	2026-05-27
2025-09-30	$67,310,654	244,180	-35.0%	Shares	Defined	2026-05-27
2025-06-30	$86,455,398	375,436	+40.5%	Shares	Defined	2025-08-15
2025-03-31	$58,761,894	267,221	+7.0%	Shares	Defined	2025-05-15
2024-12-31	$61,602,277	249,685	+9.2%	Shares	Defined	2025-05-15
2024-09-30	$53,800,665	228,550	+30.8%	Shares	Defined	2025-05-14
2024-06-30	$42,724,904	174,694	-59.8%	Shares	Defined	2025-05-14
2024-03-31	$107,299,572	434,869	+25.6%	Shares	Defined	2024-10-17
2023-12-31	$59,963,383	346,129	+67.4%	Shares	Defined	2024-08-16
2023-09-30	$37,768,426	206,803	+97.4%	Shares	Defined	2023-11-15
2023-06-30	$18,036,482	104,778	-8.8%	Shares	Defined	2023-08-14
2023-03-31	$14,303,744	114,908	-5.6%	Shares	Defined	2023-05-15
2022-12-31	$12,832,540	121,774	-4.1%	Shares	Defined	2023-02-14
2022-09-30	$13,298,702	126,993	+1.0%	Shares	Defined	2022-11-14
2022-06-30	$11,398,520	125,756	-21.7%	Shares	Defined	2022-10-27
2022-03-31	$18,187,748	160,655	+26.3%	Shares	Defined	2022-10-27
2021-12-31	$15,399,433	127,205	+38.3%	Shares	Defined	2022-02-14
2021-09-30	$11,072,824	91,967	-87.8%	Shares	Defined	2021-11-15
2021-06-30	$106,736,749	755,926	-38.7%	Shares	Defined	2021-08-23
2021-03-31	$174,353,860	1,232,967	+64.9%	Shares	Defined	2021-05-17
2020-12-31	$134,577,556	747,487	+62.2%	Shares	Defined	2021-02-16
2020-09-30	$65,350,015	460,828	+35.8%	Shares	Defined	2020-11-13
2020-06-30	$55,224,259	339,403	+84.5%	Shares	Defined	2020-08-14
2020-03-31	$20,405,366	183,915	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.