Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
APPF holding history
Appfolio Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
APPF overviewAll 13F holders of APPFFull Q2 2026 holdings
- Shares (Q2 2026)
- 40,300
- Value
- $6.46M
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 40,300 | $6.46M | <0.1% | −242−0.6% | Reduced | Holders |
| Q1 2026 | 40,542 | $6.40M | <0.1% | −462−1.1% | Reduced | Holders |
| Q4 2025 | 41,004 | $9.54M | <0.1% | −1,486−3.5% | Reduced | Holders |
| Q3 2025 | 42,490 | $11.7M | <0.1% | +31,761+296.0% | Added | Holders |
| Q2 2025 | 10,729 | $2.47M | <0.1% | −1,363−11.3% | Reduced | Holders |
| Q1 2025 | 12,092 | $2.66M | <0.1% | −2,568−17.5% | Reduced | Holders |
| Q4 2024 | 14,660 | $3.62M | <0.1% | +13,669+1,379.3% | Added | Holders |
| Q3 2024 | 991 | $233.3K | <0.1% | −1,151−53.7% | Reduced | Holders |
| Q2 2024 | 2,142 | $523.9K | <0.1% | +867+68.0% | Added | Holders |
| Q1 2024 | 1,275 | $314.6K | <0.1% | +1,275 | New | Holders |