Creative Planning

Position in APPF — Appfolio Inc

CIK 1540235 OVERLAND PARK, KS

Position in APPF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,462,104

+$63,766 QoQ

Shares Held

40,300

-0.6% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#73

of 386 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. APPF ranks #32 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,462,104	40,300	-0.6%	Shares	Defined	2026-08-13
2026-03-31	$6,398,338	40,542	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$9,539,580	41,004	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$11,712,792	42,490	+296.0%	Shares	Sole	2025-11-14
2025-06-30	$2,470,673	10,729	-11.3%	Shares	Defined	2025-08-08
2025-03-31	$2,659,030	12,092	-17.5%	Shares	Sole	2025-05-15
2024-12-31	$3,616,915	14,660	+1379.3%	Shares	Sole	2025-02-14
2024-09-30	$233,281	991	-53.7%	Shares	Sole	2024-10-11
2024-06-30	$523,868	2,142	+68.0%	Shares	Sole	2024-08-15
2024-03-31	$314,593	1,275	-68.5%	Shares	Sole	2024-05-13
2020-12-31	$728,981	4,049	+1.2%	Shares	Sole	2021-01-29
2020-09-30	$567,240	4,000	-38.2%	Shares	Sole	2020-11-05
2020-06-30	$1,053,709	6,476	-28.4%	Shares	Sole	2020-07-23
2020-03-31	$1,003,653	9,046	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.