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Creative Planning APPF Position History
AppFolio, Inc. • Technology
Quarters held
8
Latest value
$7.3M
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $11.7M |
| Q4 2025 | $9.5M |
| Q1 2026 | $6.4M |
| Q2 2026 | $7K |
| Q2 2026 | $6.5M |
| Q3 2026 | $4K |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 36.6K | — | — |
| Q3 2026 | $4K | 18 | — | — |
| Q2 2026 | $6.5M | 40.3K | — | — |
| Q2 2026 | $7K | 43 | — | — |
| Q1 2026 | $6.4M | 40.5K | — | — |
| Q4 2025 | $9.5M | 41.0K | — | — |
| Q3 2025 | $11.7M | 42.5K | — | — |
| Q3 2025 | $4K | 15 | — | — |
Other funds holding APPF
$631.6M
$554.7M
$544.6M
$527.8M
$387.3M
$317.7M