Morgan Stanley’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.5M Buy
375,436
+108,215
+40% +$24.9M 0.01% 1436
2025
Q1
$58.8M Buy
267,221
+17,536
+7% +$3.86M ﹤0.01% 1677
2024
Q4
$61.6M Buy
249,685
+21,135
+9% +$5.21M ﹤0.01% 1642
2024
Q3
$53.8M Buy
228,550
+53,856
+31% +$12.7M ﹤0.01% 1760
2024
Q2
$42.7M Sell
174,694
-260,175
-60% -$63.6M ﹤0.01% 1910
2024
Q1
$107M Sell
434,869
-257,389
-37% -$63.5M 0.01% 1141
2023
Q4
$120M Buy
692,258
+485,455
+235% +$84.1M 0.01% 1543
2023
Q3
$37.8M Buy
206,803
+102,025
+97% +$18.6M ﹤0.01% 1841
2023
Q2
$18M Sell
104,778
-10,130
-9% -$1.74M ﹤0.01% 2582
2023
Q1
$14.3M Sell
114,908
-6,866
-6% -$855K ﹤0.01% 2793
2022
Q4
$12.8M Sell
121,774
-5,219
-4% -$550K ﹤0.01% 2821
2022
Q3
$13.3M Buy
126,993
+1,237
+1% +$130K ﹤0.01% 2653
2022
Q2
$11.4M Sell
125,756
-34,899
-22% -$3.16M ﹤0.01% 2937
2022
Q1
$18.2M Buy
160,655
+33,450
+26% +$3.79M ﹤0.01% 2221
2021
Q4
$15.4M Buy
127,205
+35,238
+38% +$4.27M ﹤0.01% 2451
2021
Q3
$11.1M Sell
91,967
-663,959
-88% -$79.9M ﹤0.01% 2774
2021
Q2
$107M Sell
755,926
-477,041
-39% -$67.4M 0.01% 816
2021
Q1
$174M Buy
1,232,967
+485,480
+65% +$68.7M 0.03% 530
2020
Q4
$135M Buy
747,487
+286,659
+62% +$51.6M 0.02% 596
2020
Q3
$65.4M Buy
460,828
+121,425
+36% +$17.2M 0.01% 779
2020
Q2
$55.2M Buy
339,403
+155,488
+85% +$25.3M 0.01% 797
2020
Q1
$20.4M Buy
183,915
+40,357
+28% +$4.48M 0.01% 1259
2019
Q4
$15.8M Buy
143,558
+124,268
+644% +$13.7M ﹤0.01% 1884
2019
Q3
$1.84M Buy
19,290
+2,707
+16% +$258K ﹤0.01% 3873
2019
Q2
$1.7M Sell
16,583
-180,627
-92% -$18.5M ﹤0.01% 3896
2019
Q1
$15.7M Sell
197,210
-50,149
-20% -$3.98M ﹤0.01% 1632
2018
Q4
$14.6M Sell
247,359
-64,312
-21% -$3.81M ﹤0.01% 1739
2018
Q3
$24.4M Sell
311,671
-37,906
-11% -$2.97M 0.01% 1497
2018
Q2
$21.4M Buy
349,577
+285,821
+448% +$17.5M 0.01% 1580
2018
Q1
$2.61M Buy
63,756
+19,206
+43% +$785K ﹤0.01% 3721
2017
Q4
$1.85M Sell
44,550
-12,646
-22% -$525K ﹤0.01% 4090
2017
Q3
$2.74M Buy
57,196
+10,129
+22% +$486K ﹤0.01% 3573
2017
Q2
$1.54M Buy
47,067
+30,253
+180% +$987K ﹤0.01% 4026
2017
Q1
$458K Sell
16,814
-11,885
-41% -$324K ﹤0.01% 4890
2016
Q4
$684K Buy
28,699
+20,756
+261% +$495K ﹤0.01% 4730
2016
Q3
$155K Sell
7,943
-2,309
-23% -$45.1K ﹤0.01% 5115
2016
Q2
$149K Sell
10,252
-4,034
-28% -$58.6K ﹤0.01% 5066
2016
Q1
$174K Sell
14,286
-2,511
-15% -$30.6K ﹤0.01% 5057
2015
Q4
$245K Sell
16,797
-44,115
-72% -$643K ﹤0.01% 4982
2015
Q3
$1.03M Buy
60,912
+27,462
+82% +$463K ﹤0.01% 4087
2015
Q2
$471K Buy
+33,450
New +$471K ﹤0.01% 4757