Position in CDLX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$19,440
-$1,852 QoQ
Shares Held
1,852
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDLX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Creative Planning holds $67,669,425 across 14 Advertising Agencies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
81,178 | $41,825,340 | |
| 2 | OMC |
Omnicom Group Inc.
|
101,717 | $7,408,049 | |
| 3 | ZD |
Ziff Davis, Inc.
|
104,002 | $5,446,584 | |
| 4 | TTD |
Trade Desk, Inc.
|
289,886 | $5,241,138 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
266,840 | $2,892,545 | |
| 6 | MGNI |
Magnite, Inc.
|
86,650 | $1,644,616 | |
| 7 | QNST |
Quinstreet, Inc
|
87,384 | $1,280,175 | |
| 8 | ADV |
Advantage Solutions Inc.
|
14,238 | $615,650 |
All Filings in CDLX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,440 | 18,515 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,292 | 18,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,991 | 18,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,457 | 18,515 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,697 | 18,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,420 | 20,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $94,518 | 29,537 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $179,109 | 21,816 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $263,283 | 18,170 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $167,290 | 18,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,221 | 18,074 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $112,217 | 17,756 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $60,169 | 17,723 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||