Creative Planning

Position in BLKB — Blackbaud Inc

CIK 1540235 OVERLAND PARK, KS

Position in BLKB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,073,665

+$1,425,674 QoQ

Shares Held

70,009

+317.1% QoQ

Ownership

0.154%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#67

of 283 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Creative Planning holds $804,532,674 across 109 Software - Application names. BLKB ranks #58 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,073,665	70,009	+317.1%	Shares	Defined	2026-08-13
2026-03-31	$647,991	16,783	+16.3%	Shares	Sole	2026-05-12
2025-12-31	$914,024	14,435	-13.7%	Shares	Sole	2026-02-17
2025-09-30	$1,075,713	16,727	+139.1%	Shares	Defined	2025-11-14
2025-06-30	$449,148	6,995	+22.1%	Shares	Sole	2025-08-08
2025-03-31	$355,484	5,729	+9.7%	Shares	Sole	2025-05-15
2024-12-31	$386,157	5,224	+16.7%	Shares	Defined	2025-02-14
2024-09-30	$379,112	4,477	+0.2%	Shares	Defined	2024-10-11
2024-06-30	$340,250	4,467	+36.2%	Shares	Sole	2024-08-15
2024-03-31	$243,179	3,280	+4105.1%	Shares	Sole	2024-05-13
2023-09-30	$5,484	78	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.