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Equibles

Sargent Investment Group, LLC

Position in CREX — Creative Realities, Inc.

CIK 1766157 BETHESDA, MD
Back to CREX Full portfolio

Position in CREX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$233,964
+$39,948 QoQ
Shares Held
56,650
+0.4% QoQ
Ownership
0.419%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 36 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CREX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Sargent Investment Group, LLC holds $13,661,346 across 12 Software - Application names. CREX ranks #11 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MITK
Mitek Systems Inc
 224,165 $4,512,441
2 UBER
Uber Technologies, Inc
 46,363 $3,345,554
3 NOW
ServiceNow, Inc.
 20,135 $1,999,002
4 SNOW
Snowflake Inc.
 5,102 $1,298,459
5 CRM
Salesforce, Inc.
 4,008 $627,893
6 ADP
Automatic Data Processing Inc
 1,557 $348,690
7 INTU
Intuit Inc.
 1,332 $347,652
8 SHOP
Shopify Inc.
 2,890 $329,980

All Filings in CREX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $233,964 56,650
2026-03-31 $194,016 56,400
2025-12-31 $147,204 56,400
2025-09-30 $184,345 80,500
2025-06-30 $321,835 95,500
2025-03-31 $176,475 90,500
2024-12-31 $710,500 290,000
2024-09-30 $1,306,314 284,600
2024-06-30 $1,333,836 284,400
2024-03-31 $1,072,188 284,400
2023-12-31 $640,032 271,200
2023-09-30 $490,110 316,200
2023-06-30 $872,910 286,200
2023-03-31 $388,500 175,000
2022-12-31 $275,499 475,000
2022-09-30 $209,999 350,000
2022-06-30 $121,999 200,000