Position in CLVT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,618,198
+$1,210,759 QoQ
Shares Held
639,604
+424.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CLVT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Creative Planning holds $377,822,123 across 42 Information Technology Services names. CLVT ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
497,961 | $120,700,766 | |
| 2 | ACN |
Accenture plc
|
286,366 | $56,783,513 | |
| 3 | CACI |
Caci International Inc /De/
|
85,801 | $46,664,589 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
105,292 | $16,640,347 | |
| 5 | WIT |
Wipro Ltd
|
7,047,600 | $14,940,911 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
292,721 | $13,731,541 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
83,889 | $13,046,417 | |
| 8 | INFY |
Infosys Ltd
|
827,080 | $11,173,850 |
All Filings in CLVT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||