Morgan Stanley’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $93.3M | Buy |
581,826
+274,536
| +89% | +$43.8M | ﹤0.01% | 1628 |
|
|
2026
Q1 | $48.5M | Buy |
307,290
+31,741
| +12% | +$6.01M | ﹤0.01% | 2122 |
|
|
2025
Q4 | $64.1M | Buy |
275,549
+31,369
| +13% | +$7.45M | ﹤0.01% | 1851 |
|
|
2025
Q3 | $67.3M | Sell |
244,180
-131,256
| -35% | -$35.5M | ﹤0.01% | 1754 |
|
|
2025
Q2 | $86.5M | Buy |
375,436
+108,215
| +40% | +$23.6M | 0.01% | 1436 |
|
|
2025
Q1 | $58.8M | Buy |
267,221
+17,536
| +7% | +$4.02M | ﹤0.01% | 1677 |
|
|
2024
Q4 | $61.6M | Buy |
249,685
+21,135
| +9% | +$4.95M | ﹤0.01% | 1642 |
|
|
2024
Q3 | $53.8M | Buy |
228,550
+53,856
| +31% | +$12.6M | ﹤0.01% | 1760 |
|
|
2024
Q2 | $42.7M | Sell |
174,694
-260,175
| -60% | -$60.6M | ﹤0.01% | 1910 |
|
|
2024
Q1 | $107M | Buy |
434,869
+88,740
| +26% | +$19.1M | 0.01% | 1141 |
|
|
2023
Q4 | $60M | Buy |
346,129
+139,326
| +67% | +$26.1M | 0.01% | 1543 |
|
|
2023
Q3 | $37.8M | Buy |
206,803
+102,025
| +97% | +$18.5M | ﹤0.01% | 1841 |
|
|
2023
Q2 | $18M | Sell |
104,778
-10,130
| -9% | -$1.48M | ﹤0.01% | 2582 |
|
|
2023
Q1 | $14.3M | Sell |
114,908
-6,866
| -6% | -$828K | ﹤0.01% | 2793 |
|
|
2022
Q4 | $12.8M | Sell |
121,774
-5,219
| -4% | -$581K | ﹤0.01% | 2821 |
|
|
2022
Q3 | $13.3M | Buy |
126,993
+1,237
| +1% | +$126K | ﹤0.01% | 2653 |
|
|
2022
Q2 | $11.4M | Sell |
125,756
-34,899
| -22% | -$3.52M | ﹤0.01% | 2937 |
|
|
2022
Q1 | $18.2M | Buy |
160,655
+33,450
| +26% | +$3.85M | ﹤0.01% | 2221 |
|
|
2021
Q4 | $15.4M | Buy |
127,205
+35,238
| +38% | +$4.47M | ﹤0.01% | 2451 |
|
|
2021
Q3 | $11.1M | Sell |
91,967
-663,959
| -88% | -$86.3M | ﹤0.01% | 2774 |
|
|
2021
Q2 | $107M | Sell |
755,926
-477,041
| -39% | -$66.2M | 0.01% | 816 |
|
|
2021
Q1 | $174M | Buy |
1,232,967
+485,480
| +65% | +$75.4M | 0.03% | 530 |
|
|
2020
Q4 | $135M | Buy |
747,487
+286,659
| +62% | +$45.9M | 0.02% | 596 |
|
|
2020
Q3 | $65.3M | Buy |
460,828
+121,425
| +36% | +$18.7M | 0.01% | 779 |
|
|
2020
Q2 | $55.2M | Buy |
339,403
+155,488
| +85% | +$20.4M | 0.01% | 797 |
|
|
2020
Q1 | $20.4M | Buy |
183,915
+40,357
| +28% | +$4.81M | 0.01% | 1259 |
|
|
2019
Q4 | $15.8M | Buy |
143,558
+124,268
| +644% | +$12.7M | ﹤0.01% | 1884 |
|
|
2019
Q3 | $1.84M | Buy |
19,290
+2,707
| +16% | +$269K | ﹤0.01% | 3873 |
|
|
2019
Q2 | $1.7M | Sell |
16,583
-180,627
| -92% | -$17.1M | ﹤0.01% | 3896 |
|
|
2019
Q1 | $15.7M | Sell |
197,210
-50,149
| -20% | -$3.35M | ﹤0.01% | 1632 |
|
|
2018
Q4 | $14.6M | Sell |
247,359
-64,312
| -21% | -$3.9M | ﹤0.01% | 1739 |
|
|
2018
Q3 | $24.4M | Sell |
311,671
-37,906
| -11% | -$2.87M | 0.01% | 1497 |
|
|
2018
Q2 | $21.4M | Buy |
349,577
+285,821
| +448% | +$15.6M | 0.01% | 1580 |
|
|
2018
Q1 | $2.6M | Buy |
63,756
+19,206
| +43% | +$799K | ﹤0.01% | 3721 |
|
|
2017
Q4 | $1.85M | Sell |
44,550
-12,646
| -22% | -$567K | ﹤0.01% | 4090 |
|
|
2017
Q3 | $2.74M | Buy |
57,196
+10,129
| +22% | +$398K | ﹤0.01% | 3573 |
|
|
2017
Q2 | $1.53M | Buy |
47,067
+30,253
| +180% | +$869K | ﹤0.01% | 4026 |
|
|
2017
Q1 | $458K | Sell |
16,814
-11,885
| -41% | -$284K | ﹤0.01% | 4890 |
|
|
2016
Q4 | $684K | Buy |
28,699
+20,756
| +261% | +$432K | ﹤0.01% | 4730 |
|
|
2016
Q3 | $155K | Sell |
7,943
-2,309
| -23% | -$40.2K | ﹤0.01% | 5115 |
|
|
2016
Q2 | $149K | Sell |
10,252
-4,034
| -28% | -$53.9K | ﹤0.01% | 5066 |
|
|
2016
Q1 | $174K | Sell |
14,286
-2,511
| -15% | -$32K | ﹤0.01% | 5057 |
|
|
2015
Q4 | $245K | Sell |
16,797
-44,115
| -72% | -$740K | ﹤0.01% | 4982 |
|
|
2015
Q3 | $1.03M | Buy |
60,912
+27,462
| +82% | +$444K | ﹤0.01% | 4087 |
|
|
2015
Q2 | $471K | Buy |
+33,450
| New | +$467K | ﹤0.01% | 4757 |
|
Other funds holding APPF
ACM
LCOV
NCM
Morgan Stanley's APPF Position: Q2 2026 in Review
Morgan Stanley increased its AppFolio (APPF) stake by 89% in Q2 2026, buying an estimated $43.8M and bringing the position to 581,826 shares worth $93.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.
Morgan Stanley first reported a position in APPF in Q2 2015 and has held it in 45 quarters since. The position peaked at $174M in Q1 2021. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.
- Morgan Stanley held 581,826 shares of AppFolio worth $93.3M as of Q2 2026.
- Morgan Stanley bought 274,536 AppFolio shares in Q2 2026, an estimated $43.8M.
- AppFolio made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1628 holding.
- Morgan Stanley first reported a position in AppFolio in Q2 2015 and has held it in 45 quarters since.
- Morgan Stanley's AppFolio position peaked at $174M in Q1 2021.
- 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.