Position in FIVN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,637,511
+$526,888 QoQ
Shares Held
170,615
-16.8% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 293 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. FIVN ranks #41 (0.1% 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 FIVN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,637,511 | 170,615 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,110,623 | 205,051 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,896,048 | 94,566 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $526,252 | 21,746 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $202,677 | 7,654 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $328,134 | 12,086 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $394,573 | 9,709 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $249,741 | 3,884 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $522,815 | 6,341 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $497,716 | 6,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $503,792 | 7,424 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $587,768 | 7,839 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $770,133 | 8,450 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $672,004 | 6,087 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $835,866 | 6,087 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $857,803 | 5,370 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $993,607 | 5,418 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,244,074 | 7,958 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,289,339 | 7,393 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,058,188 | 8,160 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $903,067 | 8,160 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $231,367 | 3,026 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||