Sargent Investment Group, LLC

Position in CREX — Creative Realities, Inc.

CIK 1766157 BETHESDA, MD

Position in CREX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$194,016

+$46,812 QoQ

Shares Held

56,400

0.0% QoQ

Ownership

0.534%

of shares outstanding

% of Portfolio

0.03%

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%

Technology · as of Mar 31, 2026

Sargent Investment Group, LLC holds $11,203,127 across 11 Software - Application names. CREX ranks #11 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	42,807	$3,079,107
2	MITK	Mitek Systems Inc	217,475	$2,935,912
3	NOW	ServiceNow, Inc.	15,558	$1,626,588
4	SNOW	Snowflake Inc.	5,532	$834,336
5	CRM	Salesforce, Inc.	3,973	$741,639
6	INTU	Intuit Inc.	1,373	$593,657
7	ADBE	Adobe Inc.	1,387	$337,151
8	SHOP	Shopify Inc.	2,520	$298,922

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$194,016	56,400	0.0%	Shares	Sole	2026-05-11
2025-12-31	$147,204	56,400	-29.9%	Shares	Sole	2026-02-13
2025-09-30	$184,345	80,500	-15.7%	Shares	Sole	2025-11-14
2025-06-30	$321,835	95,500	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$176,475	90,500	-68.8%	Shares	Sole	2025-05-05
2024-12-31	$710,500	290,000	+1.9%	Shares	Sole	2025-01-27
2024-09-30	$1,306,314	284,600	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$1,333,836	284,400	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,072,188	284,400	+4.9%	Shares	Sole	2024-05-10
2023-12-31	$640,032	271,200	-14.2%	Shares	Sole	2024-02-05
2023-09-30	$490,110	316,200	+10.5%	Shares	Sole	2023-11-13
2023-06-30	$872,910	286,200	+63.5%	Shares	Sole	2023-07-31
2023-03-31	$388,500	175,000	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.