13F

Position

Creative Planning in Appfolio Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$3.03M$232.65$157.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202541K$9.54M0.0%
Q1 202640.5K$6.4M$157.82−$3.03M−$107.5K0.0%