Position in DOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,084,343
+$1,486,863 QoQ
Shares Held
140,173
+63.4% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 445 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. DOX ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in DOX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,084,343 | 140,173 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,597,480 | 85,772 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,231,671 | 40,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,750,069 | 33,517 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,785,009 | 30,524 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,991,863 | 21,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,436,907 | 16,877 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,321,910 | 15,111 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $868,671 | 11,007 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $446,246 | 4,938 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $379,684 | 4,320 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $327,145 | 3,872 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $379,385 | 3,838 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $384,984 | 4,009 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $347,056 | 3,818 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $207,358 | 2,489 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $219,559 | 2,900 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||