Position in APPN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,175
-$123,300 QoQ
Shares Held
30,488
-10.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 213 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Derivatives in APPN
reported options exposure · as of Dec 31, 2020CallValue
$3,000
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. APPN ranks #65 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in APPN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,175 | 30,488 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $821,475 | 34,072 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $684,491 | 19,325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $515,073 | 16,849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $288,177 | 9,651 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $363,121 | 12,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,270 | 10,742 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $279,844 | 8,197 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $206,885 | 6,704 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $254,841 | 6,379 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $229,691 | 5,036 | Shares | Sole | 2023-11-16 | |
| 2022-06-30 | $252,381 | 5,329 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $325,022 | 5,344 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,790 | 7,741 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $658,671 | 7,120 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $881,737 | 6,401 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $940,754 | 7,076 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,000 | 300 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $976,268 | 6,023 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $350,427 | 5,412 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $285,103 | 5,563 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||