Generalist · Overland Park, KS
Creative Planning
Q2 2016 · first quarter on file
- Software
- $75.7M
- Weight of 13F
- 0.6%
- Names
- 64
- Net bought
- —
Filed 12 July 2016 · SEC filing.
Call exposure on these names is $122K across 8 lines. Calls are not in the stock total.
4,089 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026219 names · $167K in calls, not in the total$3.5B+$287M
- Q1 2026210 names · $26K in calls, not in the total$3.0B+$502M
- Q4 2025194 names · $86K in calls, not in the total$3.4B+$580M
- Q3 2025189 names · $230K in calls, not in the total$3.5B+$453M
- Q2 2025181 names · $7.5M in calls, not in the total$2.9B+$99.3M
- Q1 2025171 names · $2.9M in calls, not in the total$2.2B+$137M
- Q4 2024186 names · $1.1M in calls, not in the total$2.3B+$90.7M
- Q3 2024149 names$2.1B+$220M
- Q2 2024126 names · $928K in calls, not in the total$2.0B+$148M
- Q1 2024122 names · $4.3M in calls, not in the total$1.8B+$79.1M
- Q4 2023110 names · $6.0M in calls, not in the total$1.6B−$19.5M
- Q3 2023107 names · $2.8M in calls, not in the total$1.3B+$178M
- Q2 202397 names · $5.6M in calls, not in the total$1.2B+$55.2M
- Q1 2023103 names · $5.8M in calls, not in the total$997M+$3.6M
- Q4 202297 names · $1.4M in calls, not in the total$838M+$59.6M
- Q3 202285 names · $588K in calls, not in the total$764M−$46.3M
- Q2 202284 names · $247K in calls, not in the total$886M+$292M
- Q1 202290 names · $175K in calls, not in the total$940M+$112M
- Q4 202182 names$959M−$16.3M
- Q3 202190 names · $574K in calls, not in the total$886M−$6.2M
- Q2 202187 names · $683K in calls, not in the total$875M+$28.7M
- Q1 202188 names · $13.7M in calls, not in the total$818M+$42.1M
- Q4 202086 names · $14.9M in calls, not in the total$780M−$103M
- Q3 202074 names · $10.4M in calls, not in the total$801M+$39.7M
- Q2 202066 names · $11.6M in calls, not in the total$645M−$34.6M
- Q1 202060 names · $4.5M in calls, not in the total$496M−$73.2M
- Q4 201962 names · $6.0M in calls, not in the total$583M+$116M
- Q3 201960 names · $4.0M in calls, not in the total$435M+$14.1M
- Q2 201956 names · $4.1M in calls, not in the total$429M+$13.2M
- Q1 201953 names · $2.6M in calls, not in the total$382M+$4.4M
- Q4 201849 names · $1.6M in calls, not in the total$311M+$112M
- Q3 201847 names · $2.7M in calls, not in the total$283M+$40.5M
- Q2 201850 names · $3.1M in calls, not in the total$204M+$7.4M
- Q1 201842 names · $2.6M in calls, not in the total$180M+$15.6M
- Q4 201734 names · $2.0M in calls, not in the total$161M−$95.8M
- Q3 201737 names · $947K in calls, not in the total$242M+$121M
- Q2 201779 names · $703K in calls, not in the total$118M+$1.7M
- Q1 201777 names · $543K in calls, not in the total$110M+$3.2M
- Q4 201671 names · $333K in calls, not in the total$98.5M+$2.9M
- Q3 201669 names · $203K in calls, not in the total$91.9M+$9.8M
- Q2 201664 names · $122K in calls, not in the total$75.7M—
Software held
- MicrosoftMSFT689,079 shares · 46.6% of their software$35.3M—
- OracleORCL261,424 shares · 14.1% of their software$10.7M—
- Fiserv, Inc.FISV30,111 shares · 4.3% of their software$3.3M—
- InterDigital, Inc.IDCC56,956 shares · 4.2% of their software$3.2M—
- Automatic Data Processing, Inc.ADP32,808 shares · 4.0% of their software$3.0M—
- Palo Alto NetworksPANW20,767 shares · 3.4% of their software$2.5M—
- SalesforceCRM31,136 shares · 3.3% of their software$2.5M—
- AdobeADBE20,402 shares · 2.6% of their software$2.0M—
- Euronet Worldwide, Inc.EEFT21,102 shares · 1.9% of their software$1.5M—
- Paychex, Inc.PAYX22,080 shares · 1.7% of their software$1.3M—
- 8x8EGHT88,690 shares · 1.7% of their software$1.3M—
- IntuitINTU9,736 shares · 1.4% of their software$1.1M—
- VeriSign, Inc.VRSN10,990 shares · 1.3% of their software$950K—
- NetScout Systems, Inc.NTCT33,799 shares · 1.0% of their software$752K—
- Check PointCHKP5,782 shares · 0.6% of their software$461K—
- BoxBOX44,041 shares · 0.6% of their software$455K—
- WorkdayWDAY5,530 shares · 0.5% of their software$413K—
- TrimbleTRMB16,138 shares · 0.5% of their software$393K—
- Upbound Group, Inc.UPBD29,655 shares · 0.5% of their software$364K—
- Sabre CorporationSABR12,328 shares · 0.4% of their software$330K—
- F5, Inc.FFIV2,759 shares · 0.4% of their software$314K—
- SAPSAP3,864 shares · 0.4% of their software$290K—
- FactSetFDS1,660 shares · 0.4% of their software$268K—
- BroadridgeBR4,072 shares · 0.4% of their software$265K—
- NetApp, Inc.NTAP10,495 shares · 0.3% of their software$258K—
- ServiceNowNOW3,551 shares · 0.3% of their software$236K—
- TwilioTWLO6,324 shares · 0.3% of their software$231K—
- VeevaVEEV6,100 shares · 0.3% of their software$208K—
- AutodeskADSK3,093 shares · 0.2% of their software$167K—
- BlackBerry LimitedBB22,707 shares · 0.2% of their software$152K—
- TeradataTDC5,965 shares · 0.2% of their software$150K—
- Block, Inc.XYZ14,719 shares · 0.2% of their software$133K—
- VeriskVRSK1,625 shares · 0.2% of their software$132K—
- NICENICE1,821 shares · 0.2% of their software$116K—
- Tyler TechnologiesTYL650 shares · 0.1% of their software$108K—
- AkamaiAKAM1,682 shares · 0.1% of their software$94K—
- SynopsysSNPS1,608 shares · 0.1% of their software$87K—
- CadenceCDNS3,208 shares · 0.1% of their software$78K—
- Daily Journal CorporationDJCO300 shares · 0.1% of their software$71K—
- ACI WorldwideACIW3,600 shares · 0.1% of their software$70K—
- Mitek Systems, Inc.MITK8,640 shares · 0.1% of their software$61K—
- OpenTextOTEX1,030 shares · 0.1% of their software$61K—
- FortinetFTNT1,818 shares · 0.1% of their software$57K—
- ShopifySHOP1,790 shares · 0.1% of their software$55K—
- Roper Technologies, Inc.ROP286 shares · 0.1% of their software$49K—
- Fair IsaacFICO405 shares · 0.1% of their software$46K—
- Amdocs LimitedDOX768 shares · 0.1% of their software$44K—
- NetSol Technologies, Inc.NTWK7,550 shares · 0.1% of their software$44K—
- Calix, Inc.CALX5,130 shares · 0.0% of their software$35K—
- MIND C.T.I. LtdMNDO11,372 shares · 0.0% of their software$24K—
- GoDaddyGDDY600 shares · 0.0% of their software$19K—
- PTCPTC446 shares · 0.0% of their software$17K—
- Alarm.com Holdings, Inc.ALRM600 shares · 0.0% of their software$15K—
- Manhattan AssociatesMANH197 shares · 0.0% of their software$13K—
- BlackbaudBLKB137 shares · 0.0% of their software$9K—
- Lesaka Technologies, Inc.LSAK900 shares · 0.0% of their software$9K—
- Strategy IncMSTR50 shares · 0.0% of their software$9K—
- PaycomPAYC200 shares · 0.0% of their software$9K—
- Ooma, Inc.OOMA1,000 shares · 0.0% of their software$8K—
- WixWIX200 shares · 0.0% of their software$6K—
- MorningstarMORN64 shares · 0.0% of their software$5K—
- CoStarCSGP7 shares · 0.0% of their software$2K—
- WEX Inc.WEX21 shares · 0.0% of their software$2K—
- GuidewireGWRE11 shares · 0.0% of their software$1K—