Generalist · Overland Park, KS
Creative Planning
Q4 2025 · compared with Q3 2025
- Software
- $3.4B
- Weight of 13F
- 2.5%
- Names
- 194
- Net bought
- +$580M
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $86K across 1 line. Calls are not in the stock total.
3,854 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
- MicrosoftMSFT3,517,731 shares · 50.1% of their software · price −$121M$1.7B+$89.7M
- OracleORCL1,087,824 shares · 6.2% of their software · price −$93.9M$212M+$26.9M
- PalantirPLTR638,177 shares · 3.3% of their software · price −$3.0M$113M+$4.6M
- SalesforceCRM327,063 shares · 2.6% of their software · price +$9.1M$86.6M+$4.3M
- CrowdStrikeCRWD167,632 shares · 2.3% of their software · price −$3.6M$78.6M+$5.6M
- ShopifySHOP409,381 shares · 1.9% of their software · price +$5.1M$65.9M+$3.7M
- ServiceNowNOW409,877 shares · 1.9% of their software · price −$314M$62.8M+$308M
- SnowflakeSNOW285,535 shares · 1.8% of their software · price −$1.8M$62.6M+$13.0M
- AppLovinAPP92,201 shares · 1.8% of their software · price −$4.1M$62.1M+$3.5M
- Palo Alto NetworksPANW270,870 shares · 1.5% of their software · price −$5.3M$49.9M+$6.5M
- IntuitINTU74,940 shares · 1.5% of their software · price −$1.5M$49.6M+$3.5M
- AdobeADBE127,804 shares · 1.3% of their software$44.7M+$5.1M
- Uber Technologies, Inc.UBER524,044 shares · 1.3% of their software · price −$8.5M$42.8M+$5.4M
- Automatic Data Processing, Inc.ADP129,558 shares · 1.0% of their software · price −$4.7M$33.3M−$3.0M
- ZscalerZS147,539 shares · 1.0% of their software · price −$11.0M$33.2M+$13.5M
- SynopsysSNPS70,230 shares · 1.0% of their software · price −$1.7M$33.0M−$3.7M
- Bentley SystemsBSY849,265 shares · 1.0% of their software · price −$11.3M$32.4M−$1.3M
- SAPSAP127,301 shares · 0.9% of their software · price −$3.1M$30.9MFlat
- CourseraCOUR4,196,342 shares · 0.9% of their software · price −$18.3M$30.9M+$48.6M
- FortinetFTNT387,103 shares · 0.9% of their software · price −$1.8M$30.7M+$2.4M
- CadenceCDNS73,816 shares · 0.7% of their software · price −$2.9M$23.1MFlat
- Paychex, Inc.PAYX149,514 shares · 0.5% of their software · price −$2.2M$16.8M+$3.3M
- AutodeskADSK55,954 shares · 0.5% of their software · price −$1.2M$16.6M+$1.6M
- ZoomZM185,690 shares · 0.5% of their software · price +$704K$16.0M+$7.2M
- DatadogDDOG112,493 shares · 0.5% of their software · price −$721K$15.3M+$6.9M
- Fair IsaacFICO8,728 shares · 0.4% of their software · price +$1.7M$14.8M+$5.7M
- Fiserv, Inc.FISV219,059 shares · 0.4% of their software · price −$13.5M$14.7M−$2.3M
- CloudflareNET70,259 shares · 0.4% of their software · price −$1.2M$13.9MFlat
- AtlassianTEAM79,022 shares · 0.4% of their software$12.8M+$9.3M
- WorkdayWDAY57,594 shares · 0.4% of their software · price −$1.5M$12.4M−$4.0M
- Strategy IncMSTR75,652 shares · 0.3% of their software · price −$12.9M$11.5MFlat
- Figma, Inc.FIG292,208 shares · 0.3% of their software · price −$4.2M$10.9M+$14.8M
- Roper Technologies, Inc.ROP24,422 shares · 0.3% of their software · price −$1.3M$10.9M+$3.7M
- Tyler TechnologiesTYL23,899 shares · 0.3% of their software · price −$1.7M$10.8MFlat
- VeriskVRSK47,878 shares · 0.3% of their software · price −$1.3M$10.7M+$6.1M
- OktaOKTA112,965 shares · 0.3% of their software · price −$591K$9.8M+$2.9M
- AppFolioAPPF41,004 shares · 0.3% of their software · price −$1.8M$9.5MFlat
- FactSetFDS29,521 shares · 0.3% of their software$8.6M+$6.5M
- SamsaraIOT229,889 shares · 0.2% of their software$8.1M−$18.1M
- MongoDBMDB17,975 shares · 0.2% of their software · price +$2.0M$7.5M−$888K
- VeriSign, Inc.VRSN30,795 shares · 0.2% of their software · price −$1.1M$7.5M−$1.3M
- BroadridgeBR31,993 shares · 0.2% of their software$7.1M+$899K
- TwilioTWLO48,932 shares · 0.2% of their software · price +$2.1M$7.0MFlat
- VeevaVEEV30,818 shares · 0.2% of their software · price −$2.3M$6.9M−$10.5M
- NetApp, Inc.NTAP64,009 shares · 0.2% of their software · price −$728K$6.9MFlat
- AkamaiAKAM78,090 shares · 0.2% of their software · price +$897K$6.8M+$2.5M
- Corpay, Inc.CPAY22,318 shares · 0.2% of their software$6.7M+$3.3M
- MorningstarMORN29,578 shares · 0.2% of their software$6.4M+$5.0M
- CoreWeave, Inc.CRWV86,048 shares · 0.2% of their software · price −$5.6M$6.2M−$19.3M
- InterDigital, Inc.IDCC19,266 shares · 0.2% of their software · price −$517K$6.1MFlat
- ElasticESTC76,712 shares · 0.2% of their software · price −$694K$5.8M+$4.1M
- Check PointCHKP31,025 shares · 0.2% of their software · price −$662K$5.8M+$733K
- UnityU124,182 shares · 0.2% of their software · price +$513K$5.5MFlat
- Clearwater AnalyticsCWAN196,157 shares · 0.1% of their software$4.7M—
- The Trade DeskTTD123,060 shares · 0.1% of their software · price −$1.4M$4.7M−$1.5M
- Block, Inc.XYZ71,673 shares · 0.1% of their software · price −$515K$4.7M−$674K
- HubSpotHUBS11,622 shares · 0.1% of their software · price −$773K$4.7MFlat
- QualysQLYS32,601 shares · 0.1% of their software$4.3M+$1.8M
- GuidewireGWRE20,777 shares · 0.1% of their software · price −$599K$4.2M−$1.1M
- Lyft, Inc.LYFT214,741 shares · 0.1% of their software · price −$567K$4.2M+$1.0M
- TrimbleTRMB52,676 shares · 0.1% of their software$4.1MFlat
- Manhattan AssociatesMANH21,227 shares · 0.1% of their software · price −$672K$3.7M−$802K
- CoStarCSGP54,490 shares · 0.1% of their software · price −$933K$3.7MFlat
- GoDaddyGDDY29,457 shares · 0.1% of their software$3.7M+$2.1M
- SS&CSSNC38,267 shares · 0.1% of their software$3.3M+$1.2M
- Q2QTWO44,961 shares · 0.1% of their software$3.2M+$1.1M
- DocuSignDOCU47,278 shares · 0.1% of their software$3.2M+$1.2M
- Amdocs LimitedDOX40,140 shares · 0.1% of their software$3.2M+$543K
- PTCPTC17,379 shares · 0.1% of their software · price −$501K$3.0MFlat
- F5, Inc.FFIV11,524 shares · 0.1% of their software · price −$783K$2.9M−$756K
- PaylocityPCTY18,350 shares · 0.1% of their software$2.8M+$2.1M
- WorkivaWK32,443 shares · 0.1% of their software$2.8M+$846K
- ePlus inc.PLUS31,731 shares · 0.1% of their software · price +$530K$2.8M+$932K
- NetScout Systems, Inc.NTCT99,612 shares · 0.1% of their software$2.7M+$976K
- CommvaultCVLT20,951 shares · 0.1% of their software · price −$1.3M$2.6M−$1.1M
- ACI WorldwideACIW54,379 shares · 0.1% of their software$2.6MFlat
- SPS CommerceSPSC28,632 shares · 0.1% of their software$2.6M+$1.9M
- ToastTOST68,659 shares · 0.1% of their software$2.4M−$14.0M
- UiPathPATH148,623 shares · 0.1% of their software$2.4M+$608K
- DigitalOceanDOCN50,567 shares · 0.1% of their software · price +$706K$2.4M+$685K
- NICENICE21,298 shares · 0.1% of their software · price −$676K$2.4M+$1.6M
- NutanixNTNX45,131 shares · 0.1% of their software · price −$1.0M$2.3MFlat
- PaycomPAYC14,049 shares · 0.1% of their software · price −$685K$2.2M+$554K
- DescartesDSGX25,076 shares · 0.1% of their software$2.2MFlat
- Gen DigitalGEN80,646 shares · 0.1% of their software$2.2MFlat
- GitLabGTLB57,478 shares · 0.1% of their software$2.2M+$2.2M
- PagSeguro Digital Ltd.PAGS222,311 shares · 0.1% of their software$2.1M+$567K
- StoneCo Ltd.STNE144,432 shares · 0.1% of their software · price −$595K$2.1MFlat
- Euronet Worldwide, Inc.EEFT27,551 shares · 0.1% of their software$2.1M+$1.3M
- TeradataTDC68,624 shares · 0.1% of their software · price +$613K$2.1M+$686K
- Rapid7RPD136,696 shares · 0.1% of their software$2.1M+$1.6M
- Five9FIVN94,566 shares · 0.1% of their software$1.9M+$1.8M
- DropboxDBX66,587 shares · 0.1% of their software$1.9MFlat
- FreshworksFRSH150,348 shares · 0.1% of their software$1.8M+$921K
- Rubrik, Inc.RBRK23,754 shares · 0.1% of their software$1.8MFlat
- N-ableNABL242,802 shares · 0.1% of their software$1.8MFlat
- DynatraceDT41,111 shares · 0.1% of their software$1.8MFlat
- PegasystemsPEGA29,803 shares · 0.1% of their software$1.8MFlat
- BrazeBRZE51,314 shares · 0.1% of their software$1.8MFlat
- WEX Inc.WEX11,482 shares · 0.1% of their software$1.7M+$1.4M
- Calix, Inc.CALX30,609 shares · 0.0% of their software$1.6M−$514K
- Remitly Global, Inc.RELY116,769 shares · 0.0% of their software$1.6M+$903K
- SoundHound AI, Inc.SOUN161,537 shares · 0.0% of their software · price −$987K$1.6M−$657K
- Intapp, Inc.INTA34,928 shares · 0.0% of their software$1.6M+$973K
- OpenTextOTEX48,890 shares · 0.0% of their software$1.6MFlat
- ProcorePCOR21,556 shares · 0.0% of their software$1.6MFlat
- EVERTEC, Inc.EVTC52,514 shares · 0.0% of their software$1.5MFlat
- DoximityDOCS33,499 shares · 0.0% of their software · price −$967K$1.5MFlat
- Sprout SocialSPT128,177 shares · 0.0% of their software$1.4M+$1.3M
- WixWIX13,595 shares · 0.0% of their software · price −$1.0M$1.4M+$793K
- Zeta GlobalZETA68,880 shares · 0.0% of their software$1.4MFlat
- BoxBOX46,475 shares · 0.0% of their software$1.4MFlat
- NCR Atleos CorporationNATL35,802 shares · 0.0% of their software$1.4MFlat
- SentinelOneS88,876 shares · 0.0% of their software$1.3M+$561K
- C3.aiAI97,472 shares · 0.0% of their software$1.3MFlat
- DuolingoDUOL7,235 shares · 0.0% of their software · price −$1.1M$1.3M−$1.8M
- ProgressPRGS29,511 shares · 0.0% of their software$1.3M+$536K
- Grab Holdings LimitedGRAB251,144 shares · 0.0% of their software$1.3MFlat
- VaronisVRNS38,026 shares · 0.0% of their software · price −$938K$1.2M−$2.0M
- Donnelley Financial Solutions, Inc.DFIN26,407 shares · 0.0% of their software$1.2MFlat
- A10 Networks, Inc.ATEN68,949 shares · 0.0% of their software$1.2MFlat
- AvePointAVPT87,360 shares · 0.0% of their software$1.2MFlat
- TenableTENB48,841 shares · 0.0% of their software$1.1M+$551K
- Dave Inc.DAVE4,974 shares · 0.0% of their software$1.1MFlat
- monday.comMNDY7,415 shares · 0.0% of their software$1.1M+$719K
- Daily Journal CorporationDJCO2,241 shares · 0.0% of their software$1.1MFlat
- PDF Solutions, Inc.PDFS37,604 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV89,377 shares · 0.0% of their software$1.0M+$587K
- LiveRamp Holdings, Inc.RAMP34,781 shares · 0.0% of their software$1.0MFlat
- Core Scientific, Inc.CORZ70,000 shares · 0.0% of their software$1.0M−$5.1M
- Upbound Group, Inc.UPBD55,648 shares · 0.0% of their software$977K+$793K
- FlywireFLYW66,367 shares · 0.0% of their software$940KFlat
- BlackbaudBLKB14,435 shares · 0.0% of their software$914KFlat
- BlackLineBL14,890 shares · 0.0% of their software$823KFlat
- AmplitudeAMPL70,399 shares · 0.0% of their software$815KFlat
- Alight, Inc.ALIT383,680 shares · 0.0% of their software · price −$503K$748K+$679K
- ZoomInfoZI73,304 shares · 0.0% of their software$746K—
- Ooma, Inc.OOMA60,910 shares · 0.0% of their software$714K+$534K
- AudioEye, Inc.AEYE70,155 shares · 0.0% of their software$701KFlat
- International Money Express, Inc.IMXI45,506 shares · 0.0% of their software$699KFlat
- AppianAPPN19,325 shares · 0.0% of their software$684KFlat
- Red Violet, Inc.RDVT11,714 shares · 0.0% of their software$667KFlat
- FastlyFSLY63,282 shares · 0.0% of their software$644KFlat
- Clear Secure, Inc.YOU17,342 shares · 0.0% of their software$608KFlat
- VertexVERX28,585 shares · 0.0% of their software$571KNew · +$709K
- Immersion CorporationIMMR82,832 shares · 0.0% of their software$563KNew · +$608K
- AlkamiALKT24,144 shares · 0.0% of their software$557KFlat
- NextNav Inc.NN33,331 shares · 0.0% of their software$555KFlat
- RingCentralRNG19,019 shares · 0.0% of their software$549KFlat
- OneSpan Inc.OSPN42,706 shares · 0.0% of their software$548KFlat
- Shift4 Payments, Inc.FOUR8,585 shares · 0.0% of their software$541KFlat
- nCinoNCNO21,050 shares · 0.0% of their software$540KFlat
- KlaviyoKVYO15,553 shares · 0.0% of their software$505KFlat
- WaystarWAY15,329 shares · 0.0% of their software$502KFlat
- MagniteMGNI30,735 shares · 0.0% of their software$499KFlat
- Agilysys, Inc.AGYS4,134 shares · 0.0% of their software$491KFlat
- Global-EGLBE12,225 shares · 0.0% of their software$481KFlat
- GigaCloud Technology Inc.GCT11,273 shares · 0.0% of their software$443KFlat
- Diebold Nixdorf, IncorporatedDBD6,000 shares · 0.0% of their software$407KFlat
- CCC Intelligent Solutions Holdings Inc.CCC50,117 shares · 0.0% of their software$398KFlat
- Simulations PlusSLP21,760 shares · 0.0% of their software$397KNew · Flat
- AsanaASAN28,813 shares · 0.0% of their software$395KFlat
- BILLBILL7,007 shares · 0.0% of their software$382KFlat
- Commerce.com, Inc.CMRC92,313 shares · 0.0% of their software$380KFlat
- Bitdeer Technologies GroupBTDR32,848 shares · 0.0% of their software$368KNew · +$561K
- Adeia Inc.ADEA19,540 shares · 0.0% of their software$337KFlat
- PAR Technology CorporationPAR8,291 shares · 0.0% of their software$301KNew · Flat
- JFrogFROG4,496 shares · 0.0% of their software$281KNew · Flat
- Mitek Systems, Inc.MITK26,277 shares · 0.0% of their software$277KFlat
- NIQ Global Intelligence plcNIQ14,881 shares · 0.0% of their software$245KNew · Flat
- SprinklrCXM31,509 shares · 0.0% of their software$245KFlat
- Life360, Inc.LIF3,319 shares · 0.0% of their software$213KFlat
- Consensus Cloud Solutions, Inc.CCSI9,322 shares · 0.0% of their software$203KFlat
- PagerDutyPD15,270 shares · 0.0% of their software$200KFlat
- PubMaticPUBM19,064 shares · 0.0% of their software$169KFlat
- BlackBerry LimitedBB42,233 shares · 0.0% of their software$160KFlat
- Bandwidth Inc.BAND10,295 shares · 0.0% of their software$159KFlat
- Paysafe LimitedPSFE18,896 shares · 0.0% of their software$153KNew · Flat
- Digital TurbineAPPS25,237 shares · 0.0% of their software$126KFlat
- Cerence Inc.CRNC11,354 shares · 0.0% of their software$121KNew · Flat
- Priority Technology Holdings, Inc.PRTH21,530 shares · 0.0% of their software$117KFlat
- YextYEXT13,156 shares · 0.0% of their software$106KFlat
- Xunlei LimitedXNET14,674 shares · 0.0% of their software$104KNew · Flat
- 8x8EGHT48,077 shares · 0.0% of their software$95K—
- CertaraCERT10,647 shares · 0.0% of their software$94KFlat
- Repay Holdings CorporationRPAY25,179 shares · 0.0% of their software$92KFlat
- Airship AI Holdings, Inc.AISP31,622 shares · 0.0% of their software$91KNew · Flat
- DomoDOMO10,838 shares · 0.0% of their software$91K—
- Health CatalystHCAT33,782 shares · 0.0% of their software$81KNew · Flat
- Datavault AI Inc.DVLT114,187 shares · 0.0% of their software$74KNew · Flat
- PowerFleet, Inc.AIOT12,580 shares · 0.0% of their software$67KNew · Flat
- Blend Labs, Inc.BLND19,815 shares · 0.0% of their software$60KFlat
- Rekor Systems, Inc.REKR36,729 shares · 0.0% of their software$51KFlat
- Sabre CorporationSABR34,903 shares · 0.0% of their software$47KFlat