Position in FFIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,424,693
+$7,382,326 QoQ
Shares Held
32,274
+54.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 825 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FFIV 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. FFIV ranks #11 (0.5% 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 FFIV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,424,693 | 32,274 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,042,367 | 20,884 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,941,616 | 11,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,480,382 | 13,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,456,100 | 8,345 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,831,671 | 6,879 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,466,572 | 5,832 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $956,107 | 4,342 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $687,884 | 3,994 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $727,646 | 3,838 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $656,140 | 3,666 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $555,932 | 3,450 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $573,046 | 3,918 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $426,434 | 2,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $403,406 | 2,811 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $443,452 | 3,064 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $348,472 | 2,277 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $429,392 | 2,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $494,803 | 2,022 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $317,451 | 1,597 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $225,485 | 1,208 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $309,800 | 1,485 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $258,279 | 1,468 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||