Position in CXM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$639,457
-$1,678,037 QoQ
Shares Held
123,926
-67.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 267 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Creative Planning holds $804,532,674 across 109 Software - Application names. CXM ranks #84 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in CXM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,457 | 123,926 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,317,494 | 386,249 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $245,140 | 31,509 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,874 | 29,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,394 | 23,451 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $267,392 | 32,023 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $160,592 | 19,005 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||