CFD
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Creative Financial Designs’s AppFolio APPF Stock Holding History

Creative Financial Designs’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$440 – 2019
2025
Q1 		$440 Buy
+2
New +$459 ﹤0.01% 1923

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Creative Financial Designs's APPF Position: Q2 2025 in Review

Creative Financial Designs sold out of AppFolio (APPF) in Q2 2025, closing a stake of 2 shares — an estimated $440 sold.

Creative Financial Designs first reported a position in APPF in Q1 2025 and held it in 1 quarter. The position peaked at $440 in Q1 2025. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

  • Creative Financial Designs reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 2 AppFolio shares in Q2 2025, an estimated $440.
  • Creative Financial Designs first reported a position in AppFolio in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's AppFolio position peaked at $440 in Q1 2025.
  • 385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.