Generalist · Overland Park, KS
Creative Planning
Q3 2025 · compared with Q2 2025
- Software
- $3.5B
- Weight of 13F
- 2.7%
- Names
- 189
- Net bought
- +$453M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $230K across 9 lines. Calls are not in the stock total.
3,788 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—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,344,533 shares · 49.8% of their software · price +$68.7M$1.7B+$213M
- OracleORCL992,149 shares · 8.0% of their software · price +$62.1M$279M+$34.2M
- PalantirPLTR613,003 shares · 3.2% of their software · price +$28.3M$112M+$17.5M
- CrowdStrikeCRWD156,251 shares · 2.2% of their software · price −$3.0M$76.6M−$8.6M
- SalesforceCRM308,791 shares · 2.1% of their software · price −$11.0M$73.2M+$10.9M
- ServiceNowNOW75,594 shares · 2.0% of their software · price −$8.1M$69.6M+$18.7M
- AppLovinAPP87,280 shares · 1.8% of their software · price +$32.2M$62.7M+$1.8M
- ShopifySHOP384,462 shares · 1.6% of their software · price +$12.8M$57.1M+$2.1M
- SnowflakeSNOW227,747 shares · 1.5% of their software$51.4M+$13.3M
- Palo Alto NetworksPANW239,007 shares · 1.4% of their software$48.7M+$11.3M
- IntuitINTU69,799 shares · 1.4% of their software · price −$7.3M$47.7M+$3.9M
- Uber Technologies, Inc.UBER468,861 shares · 1.3% of their software · price +$2.2M$45.9M+$8.0M
- Bentley SystemsBSY874,875 shares · 1.3% of their software · price −$2.2M$45.0M−$14.7M
- Automatic Data Processing, Inc.ADP139,868 shares · 1.2% of their software · price −$2.1M$41.1MFlat
- AdobeADBE113,240 shares · 1.1% of their software · price −$3.9M$39.9M−$9.5M
- SynopsysSNPS77,724 shares · 1.1% of their software · price −$1.5M$38.3M+$22.7M
- SAPSAP128,105 shares · 1.0% of their software · price −$4.7M$34.2MFlat
- CoreWeave, Inc.CRWV226,951 shares · 0.9% of their software · price −$5.9M$31.1M+$14.2M
- ZscalerZS102,575 shares · 0.9% of their software · price −$1.5M$30.7M+$4.2M
- Fiserv, Inc.FISV237,172 shares · 0.9% of their software · price −$10.3M$30.6M+$801K
- FortinetFTNT358,400 shares · 0.9% of their software · price −$7.8M$30.1M+$7.7M
- SamsaraIOT715,750 shares · 0.8% of their software · price −$1.8M$26.7M+$22.5M
- CadenceCDNS72,903 shares · 0.7% of their software · price +$3.1M$25.6M−$1.1M
- Strategy IncMSTR76,807 shares · 0.7% of their software · price −$6.3M$24.7M−$9.3M
- VeevaVEEV66,084 shares · 0.6% of their software · price +$656K$19.7M+$7.1M
- WorkdayWDAY74,219 shares · 0.5% of their software$17.9M+$9.6M
- ToastTOST452,031 shares · 0.5% of their software · price −$3.5M$16.5M+$17.2M
- AutodeskADSK50,897 shares · 0.5% of their software$16.2M+$1.9M
- Paychex, Inc.PAYX123,128 shares · 0.4% of their software · price −$2.3M$15.6M−$1.3M
- CloudflareNET70,605 shares · 0.4% of their software · price +$1.3M$15.2M+$2.3M
- Tyler TechnologiesTYL23,357 shares · 0.4% of their software · price −$1.6M$12.2MFlat
- AppFolioAPPF42,490 shares · 0.3% of their software · price +$1.9M$11.7M+$7.3M
- VeriSign, Inc.VRSN35,563 shares · 0.3% of their software$9.9M+$3.1M
- DatadogDDOG63,690 shares · 0.3% of their software · price +$514K$9.1M+$1.6M
- Roper Technologies, Inc.ROP16,977 shares · 0.2% of their software · price −$1.2M$8.5MFlat
- ZoomZM98,764 shares · 0.2% of their software$8.1M+$3.7M
- The Trade DeskTTD153,404 shares · 0.2% of their software · price −$3.5M$7.5MFlat
- OktaOKTA81,032 shares · 0.2% of their software · price −$670K$7.4M−$12.6M
- Fair IsaacFICO4,930 shares · 0.2% of their software · price −$1.6M$7.4MFlat
- NetApp, Inc.NTAP60,974 shares · 0.2% of their software · price +$726K$7.2M+$1.4M
- BroadridgeBR28,220 shares · 0.2% of their software$6.7M+$586K
- MongoDBMDB20,836 shares · 0.2% of their software · price +$2.1M$6.5M+$2.0M
- Core Scientific, Inc.CORZ355,720 shares · 0.2% of their software$6.4M+$5.4M
- InterDigital, Inc.IDCC17,828 shares · 0.2% of their software · price +$2.2M$6.2M+$557K
- VeriskVRSK23,765 shares · 0.2% of their software · price −$1.4M$6.0MFlat
- GuidewireGWRE25,640 shares · 0.2% of their software$5.9M+$1.2M
- Block, Inc.XYZ81,006 shares · 0.2% of their software$5.9MFlat
- Check PointCHKP27,484 shares · 0.2% of their software$5.7MFlat
- HubSpotHUBS11,971 shares · 0.2% of their software · price −$1.1M$5.6M+$2.0M
- Manhattan AssociatesMANH25,138 shares · 0.1% of their software$5.2M+$1.7M
- CommvaultCVLT26,885 shares · 0.1% of their software$5.1M+$790K
- UnityU117,443 shares · 0.1% of their software · price +$1.9M$4.7MFlat
- TwilioTWLO46,882 shares · 0.1% of their software · price −$1.1M$4.7MFlat
- F5, Inc.FFIV13,863 shares · 0.1% of their software$4.5M+$1.6M
- CoStarCSGP50,424 shares · 0.1% of their software$4.3M+$776K
- VaronisVRNS72,256 shares · 0.1% of their software$4.2M+$1.2M
- DuolingoDUOL12,694 shares · 0.1% of their software · price −$1.1M$4.1M+$3.8M
- PTCPTC19,528 shares · 0.1% of their software · price +$599K$4.0M+$897K
- TrimbleTRMB47,732 shares · 0.1% of their software$3.9MFlat
- NutanixNTNX50,173 shares · 0.1% of their software$3.7M+$2.3M
- Lyft, Inc.LYFT167,269 shares · 0.1% of their software · price +$1.0M$3.7M+$1.9M
- AkamaiAKAM45,255 shares · 0.1% of their software$3.4M+$1.8M
- AtlassianTEAM20,527 shares · 0.1% of their software · price −$891K$3.3M−$4.6M
- SoundHound AI, Inc.SOUN202,391 shares · 0.1% of their software · price +$1.1M$3.3M+$1.2M
- Corpay, Inc.CPAY10,873 shares · 0.1% of their software$3.1M+$701K
- Amdocs LimitedDOX33,517 shares · 0.1% of their software$2.8MFlat
- DoximityDOCS37,486 shares · 0.1% of their software$2.7MFlat
- ACI WorldwideACIW50,096 shares · 0.1% of their software$2.6M+$818K
- QualysQLYS19,332 shares · 0.1% of their software$2.6M+$832K
- Calix, Inc.CALX38,977 shares · 0.1% of their software$2.4M+$559K
- ElasticESTC28,212 shares · 0.1% of their software$2.4M+$1.7M
- PaycomPAYC11,388 shares · 0.1% of their software$2.4MFlat
- DescartesDSGX24,658 shares · 0.1% of their software$2.3M+$509K
- StoneCo Ltd.STNE118,305 shares · 0.1% of their software$2.2MFlat
- DynatraceDT46,057 shares · 0.1% of their software$2.2MFlat
- SS&CSSNC25,006 shares · 0.1% of their software$2.2M+$815K
- Gen DigitalGEN77,466 shares · 0.1% of their software$2.2MFlat
- DocuSignDOCU30,205 shares · 0.1% of their software$2.2M+$570K
- Q2QTWO29,835 shares · 0.1% of their software · price −$633K$2.2MFlat
- N-ableNABL274,620 shares · 0.1% of their software$2.1MFlat
- FactSetFDS6,970 shares · 0.1% of their software · price −$1.1M$2.0M+$1.4M
- WorkivaWK22,616 shares · 0.1% of their software$1.9M+$1.1M
- BoxBOX59,566 shares · 0.1% of their software$1.9M+$694K
- GoDaddyGDDY14,006 shares · 0.1% of their software · price −$605K$1.9M−$1.3M
- MorningstarMORN7,926 shares · 0.1% of their software · price −$649K$1.8M+$1.1M
- DropboxDBX60,204 shares · 0.1% of their software$1.8MFlat
- EVERTEC, Inc.EVTC53,235 shares · 0.1% of their software$1.8MFlat
- OpenTextOTEX46,123 shares · 0.0% of their software$1.7MFlat
- PagSeguro Digital Ltd.PAGS165,658 shares · 0.0% of their software$1.7MFlat
- WixWIX9,132 shares · 0.0% of their software$1.6MFlat
- PegasystemsPEGA27,983 shares · 0.0% of their software$1.6M+$566K
- NetScout Systems, Inc.NTCT61,827 shares · 0.0% of their software$1.6MFlat
- Rubrik, Inc.RBRK19,388 shares · 0.0% of their software$1.6M+$1.3M
- NICENICE10,123 shares · 0.0% of their software$1.5MFlat
- NCR Atleos CorporationNATL36,197 shares · 0.0% of their software$1.4MFlat
- AvePointAVPT94,586 shares · 0.0% of their software$1.4MFlat
- Grab Holdings LimitedGRAB234,632 shares · 0.0% of their software$1.4M+$791K
- ProcorePCOR19,046 shares · 0.0% of their software$1.4MFlat
- UiPathPATH103,145 shares · 0.0% of their software$1.4MFlat
- ePlus inc.PLUS18,607 shares · 0.0% of their software$1.3M+$610K
- C3.aiAI74,013 shares · 0.0% of their software · price −$535K$1.3MFlat
- Euronet Worldwide, Inc.EEFT12,517 shares · 0.0% of their software$1.1M−$799K
- SPS CommerceSPSC10,401 shares · 0.0% of their software$1.1M−$1.1M
- Donnelley Financial Solutions, Inc.DFIN21,048 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB16,727 shares · 0.0% of their software$1.1M+$625K
- Dave Inc.DAVE5,254 shares · 0.0% of their software$1.0MFlat
- Zeta GlobalZETA52,650 shares · 0.0% of their software$1.0M+$529K
- DigitalOceanDOCN30,527 shares · 0.0% of their software$1.0MFlat
- BrazeBRZE36,528 shares · 0.0% of their software$1.0MFlat
- PDF Solutions, Inc.PDFS38,962 shares · 0.0% of their software$1.0MFlat
- SentinelOneS56,995 shares · 0.0% of their software$1.0MFlat
- Remitly Global, Inc.RELY61,361 shares · 0.0% of their software$1.0MFlat
- AudioEye, Inc.AEYE69,877 shares · 0.0% of their software$968KFlat
- Rapid7RPD50,175 shares · 0.0% of their software$941K+$765K
- WaystarWAY24,608 shares · 0.0% of their software$933KFlat
- Clearwater AnalyticsCWAN48,726 shares · 0.0% of their software$878K—
- TenableTENB29,950 shares · 0.0% of their software$873KFlat
- Daily Journal CorporationDJCO1,840 shares · 0.0% of their software$856KNew · +$777K
- FreshworksFRSH72,108 shares · 0.0% of their software$849KFlat
- PaylocityPCTY5,115 shares · 0.0% of their software$815KFlat
- A10 Networks, Inc.ATEN44,764 shares · 0.0% of their software$812KFlat
- FlywireFLYW59,072 shares · 0.0% of their software$800KFlat
- TeradataTDC36,718 shares · 0.0% of their software$790KFlat
- ProgressPRGS17,318 shares · 0.0% of their software$761KFlat
- monday.comMNDY3,701 shares · 0.0% of their software$717KFlat
- Alarm.com Holdings, Inc.ALRM12,602 shares · 0.0% of their software$669KFlat
- AmplitudeAMPL61,869 shares · 0.0% of their software$663KFlat
- BlackLineBL12,287 shares · 0.0% of their software$652KFlat
- LiveRamp Holdings, Inc.RAMP23,876 shares · 0.0% of their software$648KFlat
- CourseraCOUR49,486 shares · 0.0% of their software$579KFlat
- Alight, Inc.ALIT175,351 shares · 0.0% of their software$572KFlat
- nCinoNCNO20,217 shares · 0.0% of their software$548KFlat
- ZoomInfoZI49,045 shares · 0.0% of their software$535K—
- Five9FIVN21,746 shares · 0.0% of their software$526KFlat
- Upbound Group, Inc.UPBD22,073 shares · 0.0% of their software$522KFlat
- AppianAPPN16,849 shares · 0.0% of their software$515KFlat
- KlaviyoKVYO18,542 shares · 0.0% of their software$513KFlat
- SchrödingerSDGR25,588 shares · 0.0% of their software$513KFlat
- DomoDOMO31,412 shares · 0.0% of their software$498K—
- DoubleVerifyDV40,366 shares · 0.0% of their software$484KFlat
- Clear Secure, Inc.YOU14,376 shares · 0.0% of their software$480KNew · Flat
- MagniteMGNI21,893 shares · 0.0% of their software$477KFlat
- NextNav Inc.NN33,102 shares · 0.0% of their software$473KFlat
- Life360, Inc.LIF4,371 shares · 0.0% of their software$465KNew · Flat
- Intapp, Inc.INTA11,137 shares · 0.0% of their software$456KFlat
- Repay Holdings CorporationRPAY85,584 shares · 0.0% of their software$448KFlat
- Global-EGLBE12,292 shares · 0.0% of their software$440KFlat
- WEX Inc.WEX2,732 shares · 0.0% of their software$430KFlat
- FastlyFSLY50,090 shares · 0.0% of their software$428KFlat
- GitLabGTLB8,956 shares · 0.0% of their software$404KFlat
- Red Violet, Inc.RDVT7,610 shares · 0.0% of their software$398KFlat
- RingCentralRNG13,689 shares · 0.0% of their software$388KFlat
- PagerDutyPD22,500 shares · 0.0% of their software$372KFlat
- OneSpan Inc.OSPN22,519 shares · 0.0% of their software$358KFlat
- Sprout SocialSPT27,251 shares · 0.0% of their software$352KFlat
- Shift4 Payments, Inc.FOUR4,450 shares · 0.0% of their software$344KFlat
- AlkamiALKT12,940 shares · 0.0% of their software$321KFlat
- Commerce.com, Inc.CMRC62,926 shares · 0.0% of their software$314KFlat
- Consensus Cloud Solutions, Inc.CCSI10,606 shares · 0.0% of their software$311KNew · Flat
- Figma, Inc.FIG5,964 shares · 0.0% of their software$309KNew · Flat
- GigaCloud Technology Inc.GCT9,833 shares · 0.0% of their software$279KNew · Flat
- Agilysys, Inc.AGYS2,570 shares · 0.0% of their software$270KNew · Flat
- BILLBILL4,920 shares · 0.0% of their software$261KNew · Flat
- BlackBerry LimitedBB52,794 shares · 0.0% of their software$258KFlat
- Mitek Systems, Inc.MITK25,457 shares · 0.0% of their software$249KFlat
- Pagaya Technologies Ltd.PGY8,377 shares · 0.0% of their software$249KNew · Flat
- International Money Express, Inc.IMXI17,060 shares · 0.0% of their software$238KFlat
- CCC Intelligent Solutions Holdings Inc.CCC26,007 shares · 0.0% of their software$237KFlat
- Diebold Nixdorf, IncorporatedDBD4,047 shares · 0.0% of their software$231KNew · Flat
- SprinklrCXM29,647 shares · 0.0% of their software$229KFlat
- PhreesiaPHR9,268 shares · 0.0% of their software$218KNew · Flat
- Bandwidth Inc.BAND12,852 shares · 0.0% of their software$214KFlat
- Ooma, Inc.OOMA16,373 shares · 0.0% of their software$196KNew · Flat
- Thryv Holdings, Inc.THRY16,077 shares · 0.0% of their software$194KFlat
- Adeia Inc.ADEA10,532 shares · 0.0% of their software$177KFlat
- Priority Technology Holdings, Inc.PRTH25,639 shares · 0.0% of their software$176KFlat
- Digital TurbineAPPS23,286 shares · 0.0% of their software$149KFlat
- YextYEXT16,651 shares · 0.0% of their software$142KFlat
- AsanaASAN10,577 shares · 0.0% of their software$141KNew · Flat
- Definitive HealthcareDH33,678 shares · 0.0% of their software$137KFlat
- Blend Labs, Inc.BLND37,099 shares · 0.0% of their software$135KFlat
- CertaraCERT10,713 shares · 0.0% of their software$131KNew · Flat
- PubMaticPUBM15,151 shares · 0.0% of their software$125KFlat
- 8x8EGHT41,518 shares · 0.0% of their software$88K—
- Ribbon Communications Inc.RBBN22,945 shares · 0.0% of their software$87KFlat
- Rackspace Technology, Inc.RXT51,566 shares · 0.0% of their software$73KFlat
- Intellicheck, Inc.IDN12,050 shares · 0.0% of their software$63KNew · Flat
- Rekor Systems, Inc.REKR39,898 shares · 0.0% of their software$63KFlat
- Sabre CorporationSABR25,365 shares · 0.0% of their software$46KFlat