Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's APPF Position: Q1 2026 in Review

Creative Planning reduced its AppFolio (APPF) stake by 1.1% in Q1 2026, selling an estimated $87.5K and leaving 40,542 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Creative Planning first reported a position in APPF in Q2 2017 and has held it in 21 quarters since. The position peaked at $11.7M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Creative Planning held 40,542 shares of AppFolio worth $6.4M as of Q1 2026.
  • Creative Planning sold 462 AppFolio shares in Q1 2026, an estimated $87.5K.
  • AppFolio made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1003 holding.
  • Creative Planning first reported a position in AppFolio in Q2 2017 and has held it in 21 quarters since.
  • Creative Planning's AppFolio position peaked at $11.7M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.