Position in ASAN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$866,604
+$471,578 QoQ
Shares Held
135,407
+370.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0.5701330064176888.ToString("F0")%
Shared 0.ToString("F0")%
None 99.42986699358232.ToString("F0")%
Common Shares in ASAN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $742,408,889 across 109 Software - Application names. ASAN ranks #75 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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 ASAN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $866,604 | 135,407 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $395,026 | 28,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,308 | 10,577 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $149,677 | 10,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,351 | 116 | Shares | Defined | 2025-02-14 | |
| 2023-03-31 | $718 | 34 | Shares | Sole | 2023-05-15 | |
| 2021-03-31 | $286,971 | 10,041 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $233,917 | 7,916 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||