Appfolio shares owned by Creative Planning
Historical chart of Creative Planning investment in Appfolio
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Quarterly reported holdings in Appfolio by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 43k | 275.67 |
| 2025-06-30 | $2.5M | 11k | 230.00 |
| 2025-03-31 | $2.7M | 12k | 219.90 |
| 2024-12-31 | $3.6M | 15k | 246.72 |
| 2024-09-30 | $233k | 991 | 235.40 |
| 2024-06-30 | $524k | 2.1k | 244.57 |
| 2024-03-31 | $315k | 1.3k | 246.73 |
| 2020-12-31 | $729k | 4.0k | 180.04 |
| 2020-09-30 | $567k | 4.0k | 141.75 |
| 2020-06-30 | $1.1M | 6.5k | 162.75 |
| 2020-03-31 | $1.0M | 9.0k | 110.99 |
| 2019-12-31 | $1.2M | 11k | 109.98 |
| 2019-09-30 | $381k | 4.0k | 95.13 |
| 2019-06-30 | $530k | 5.2k | 102.32 |
| 2019-03-31 | $414k | 5.2k | 79.39 |
| 2018-12-31 | $256k | 4.3k | 59.19 |
| 2018-09-30 | $339k | 4.3k | 78.38 |
| 2018-06-30 | $255k | 4.2k | 61.08 |
| 2017-06-30 | $3.0k | 100 | 30.00 |