Position in APP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$31,320,212
-$30,806,665 QoQ
Shares Held
78,694
-14.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.7497394972933134.ToString("F0")%
Shared 0.ToString("F0")%
None 99.2502605027067.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$16,845,500
PutShares
25,000
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 Advertising Agencies
Communication Services · as of Mar 31, 2026Creative Planning holds $57,350,833 across 12 Advertising Agencies names. APP ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
78,694 | $31,320,212 | |
| 2 | OMC |
Omnicom Group Inc.
|
135,545 | $10,207,893 | |
| 3 | TTD |
Trade Desk, Inc.
|
273,100 | $6,196,639 | |
| 4 | ZD |
Ziff Davis, Inc.
|
109,757 | $4,605,403 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
229,024 | $2,175,728 | |
| 6 | QNST |
Quinstreet, Inc
|
89,517 | $1,075,099 | |
| 7 | MGNI |
Magnite, Inc.
|
72,178 | $857,474 | |
| 8 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
91,170 | $216,071 |
All Filings in APP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,320,212 | 78,694 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $62,126,877 | 92,201 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $16,845,500 | 25,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $62,714,170 | 87,280 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $17,963,500 | 25,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $8,752,000 | 25,000 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $28,719,512 | 82,037 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,624,250 | 25,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $20,351,020 | 76,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,610,004 | 100,701 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $16,191,500 | 50,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $18,914,475 | 144,883 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,594,240 | 91,255 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $4,161,000 | 50,000 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $6,146,736 | 88,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $402,883 | 10,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $389,570 | 9,749 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $248,371 | 9,653 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $740 | 47 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||