Position in BRZE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,431,784
+$1,672,227 QoQ
Shares Held
145,353
+183.3% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRZE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $739,642,773 across 109 Software - Application names. BRZE ranks #40 (0.5% 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 BRZE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,431,784 | 145,353 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,759,557 | 51,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,038,855 | 36,528 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $757,097 | 26,943 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,665,308 | 46,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,096,920 | 26,192 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $843,718 | 26,089 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $898,019 | 23,121 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,007,249 | 22,737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,159,668 | 21,827 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,008,339 | 21,578 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,263,954 | 28,864 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $994,336 | 28,763 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $782,608 | 28,688 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $998,367 | 28,664 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,038,496 | 28,664 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||