Creative Planning

Position in ADBE — Adobe Inc.

CIK 1540235 OVERLAND PARK, KS

Back to ADBE Full portfolio

Position in ADBE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$36,998,963

-$7,731,158 QoQ

Shares Held

152,209

+19.1% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.47566175456116266.ToString("F0")% Shared 0.ToString("F0")% None 99.52433824543884.ToString("F0")%

Common Shares in ADBE Over Time

Shares Held

Position Value (USD)

Derivatives in ADBE

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$833,310

PutShares

1,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

Creative Planning holds $742,225,652 across 109 Software - Application names. ADBE ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	384,586	$71,790,668
2	NOW	ServiceNow, Inc.	529,490	$55,358,179
3	SHOP	Shopify Inc.	440,326	$52,231,469
4	INTU	Intuit Inc.	92,850	$40,146,482
5	ADBE	Adobe Inc. This page	152,209	$36,998,963
6	SNOW	Snowflake Inc.	237,364	$35,799,238
7	UBER	Uber Technologies, Inc	474,134	$34,104,457
8	BSY	Bentley Systems Inc	882,370	$30,988,833

All Filings in ADBE

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,998,963	152,209	+19.1%	Shares	Defined	2026-05-12
2025-12-31	$44,730,121	127,804	+12.9%	Shares	Sole	2026-02-17
2025-09-30	$39,945,410	113,240	-17.9%	Shares	Defined	2025-11-14
2025-06-30	$53,344,561	137,884	+1.5%	Shares	Defined	2025-08-08
2025-03-31	$52,100,248	135,844	-16.9%	Shares	Defined	2025-05-15
2024-12-31	$72,659,822	163,398	-1.1%	Shares	Defined	2025-02-14
2024-09-30	$85,520,168	165,167	+10911.1%	Shares	Sole	2024-10-11
2024-06-30	$833,310	1,500	-98.8%	Put	Sole	2024-08-15
2024-06-30	$68,848,612	123,931	+2.2%	Shares	Defined	2024-08-15
2024-03-31	$61,185,777	121,256	+2.2%	Shares	Defined	2024-05-13
2023-12-31	$70,815,823	118,699	-19.3%	Shares	Defined	2024-02-14
2023-09-30	$75,029,745	147,146	+147046.0%	Shares	Defined	2023-11-16
2023-09-30	$50,990	100	0.0%	Call	Sole	2023-11-16
2023-06-30	$48,899	100	-99.9%	Call	Sole	2023-07-21
2023-06-30	$38,889,374	79,530	+2.7%	Shares	Sole	2023-07-21
2023-03-31	$29,840,354	77,433	+5062.2%	Shares	Sole	2023-05-15
2022-12-31	$504,795	1,500	-98.0%	Put	Sole	2023-02-10
2022-12-31	$25,798,053	76,659	+5010.6%	Shares	Sole	2023-02-10
2022-09-30	$412,800	1,500	-97.8%	Put	Sole	2022-11-03
2022-09-30	$18,499,769	67,223	+4381.5%	Shares	Sole	2022-11-03
2022-06-30	$549,090	1,500	-98.0%	Put	Sole	2022-08-15
2022-06-30	$27,136,759	74,132	+4842.1%	Shares	Sole	2022-08-15
2022-03-31	$683,430	1,500	-97.6%	Put	Sole	2022-05-16
2022-03-31	$28,807,941	63,228	+10.6%	Shares	Sole	2022-05-16
2021-12-31	$32,408,613	57,152	+3.8%	Shares	Sole	2022-02-11
2021-09-30	$31,695,113	55,053	+14.9%	Shares	Sole	2021-11-10
2021-06-30	$28,065,039	47,922	+77.5%	Shares	Sole	2021-08-04
2021-03-31	$12,834,990	27,000	-48.3%	Call	Sole	2021-04-30
2021-03-31	$24,846,639	52,268	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$26,436,843	52,861	+46.8%	Shares	Sole	2021-01-29
2020-12-31	$18,004,320	36,000	+125.0%	Call	Sole	2021-01-29
2020-09-30	$7,846,880	16,000	-65.6%	Call	Sole	2020-11-05
2020-09-30	$22,779,492	46,448	+394.1%	Shares	Sole	2020-11-05
2020-06-30	$4,091,914	9,400	-77.4%	Call	Sole	2020-07-23
2020-06-30	$18,104,107	41,589	-0.5%	Shares	Sole	2020-07-23
2020-03-31	$13,301,159	41,796	+13832.0%	Shares	Sole	2020-05-05
2020-03-31	$95,472	300	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.