Position in ACIW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,269,016
+$1,758,097 QoQ
Shares Held
84,888
+38.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACIW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. ACIW ranks #36 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in ACIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,269,016 | 84,888 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,510,919 | 61,227 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,599,859 | 54,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,643,565 | 50,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,481,514 | 32,270 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,776,970 | 50,758 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,933,646 | 37,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,786,436 | 35,097 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,029,577 | 26,006 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $695,384 | 20,939 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $560,683 | 18,323 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $406,959 | 18,039 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $766,231 | 33,070 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $872,695 | 32,346 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $725,949 | 31,563 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $609,026 | 29,140 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $758,965 | 29,315 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $868,084 | 27,567 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $962,820 | 27,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $852,665 | 27,747 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,026,103 | 27,628 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,046,260 | 27,497 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,064,395 | 27,697 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $728,948 | 27,897 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $749,539 | 27,771 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $679,363 | 28,131 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||