Position in CLVT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$898,464
-$719,734 QoQ
Shares Held
415,956
-35.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 242 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLVT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Creative Planning holds $429,599,961 across 44 Information Technology Services names. CLVT ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
545,121 | $153,293,475 | |
| 2 | ACN |
Accenture plc
|
426,697 | $53,098,174 | |
| 3 | CACI |
Caci International Inc /De/
|
82,929 | $38,417,687 | |
| 4 | WIT |
Wipro Ltd
|
9,023,599 | $20,303,097 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
131,572 | $18,122,726 | |
| 6 | INFY |
Infosys Ltd
|
1,581,275 | $16,587,573 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
374,059 | $14,543,413 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
284,838 | $11,031,775 |
All Filings in CLVT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,464 | 415,956 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,618,198 | 639,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $407,439 | 121,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $265,962 | 69,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $271,449 | 63,128 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $44,440 | 11,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,182 | 13,225 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $141,992 | 19,999 | Shares | Defined | 2024-10-11 | |
| 2023-09-30 | $75,809 | 11,298 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $101,770 | 10,679 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||