Creative Planning
APPF icon

Creative Planning’s AppFolio APPF Stock Holding History

Creative Planning’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
2026
Q2 		$6.46M Sell
40,300
-242
-0.6% -$38.6K ﹤0.01% 1201
2026
Q1 		$6.4M Sell
40,542
-462
-1% -$87.5K ﹤0.01% 1003
2025
Q4 		$9.54M Sell
41,004
-1,486
-3% -$353K 0.01% 640
2025
Q3 		$11.7M Buy
42,490
+31,761
+296% +$8.58M 0.01% 518
2025
Q2 		$2.47M Sell
10,729
-1,363
-11% -$297K ﹤0.01% 1172
2025
Q1 		$2.66M Sell
12,092
-2,568
-18% -$589K ﹤0.01% 1005
2024
Q4 		$3.62M Buy
14,660
+13,669
+1,379% +$3.2M ﹤0.01% 809
2024
Q3 		$233K Sell
991
-1,151
-54% -$269K ﹤0.01% 2723
2024
Q2 		$524K Buy
2,142
+867
+68% +$202K ﹤0.01% 1907
2024
Q1 		$315K Buy
+1,275
New +$275K ﹤0.01% 2213
2021
Q1 		– Sell
-4,049
Closed -$729K – 2609
2020
Q4 		$729K Buy
4,049
+49
+1% +$7.84K ﹤0.01% 1106
2020
Q3 		$567K Sell
4,000
-2,476
-38% -$381K ﹤0.01% 1071
2020
Q2 		$1.05M Sell
6,476
-2,570
-28% -$336K ﹤0.01% 727
2020
Q1 		$1M Sell
9,046
-2,202
-20% -$263K ﹤0.01% 648
2019
Q4 		$1.24M Buy
11,248
+7,243
+181% +$739K ﹤0.01% 696
2019
Q3 		$381K Sell
4,005
-1,175
-23% -$117K ﹤0.01% 1225
2019
Q2 		$530K Sell
5,180
-35
-0.7% -$3.31K ﹤0.01% 1046
2019
Q1 		$414K Buy
5,215
+890
+21% +$59.5K ﹤0.01% 1141
2018
Q4 		$256K Hold
4,325
– – ﹤0.01% 1330
2018
Q3 		$339K Buy
4,325
+150
+4% +$11.3K ﹤0.01% 1314
2018
Q2 		$255K Buy
+4,175
New +$227K ﹤0.01% 1461
2017
Q3 		– Sell
-100
Closed -$3K – 1977
2017
Q2 		$3K Buy
+100
New +$2.87K ﹤0.01% 4158

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Creative Planning's APPF Position: Q2 2026 in Review

Creative Planning reduced its AppFolio (APPF) stake by 0.6% in Q2 2026, selling an estimated $38.6K and leaving 40,300 shares worth $6.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Creative Planning first reported a position in APPF in Q2 2017 and has held it in 22 quarters since. The position peaked at $11.7M in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Creative Planning held 40,300 shares of AppFolio worth $6.46M as of Q2 2026.
  • Creative Planning sold 242 AppFolio shares in Q2 2026, an estimated $38.6K.
  • AppFolio made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1201 holding.
  • Creative Planning first reported a position in AppFolio in Q2 2017 and has held it in 22 quarters since.
  • Creative Planning's AppFolio position peaked at $11.7M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.