Position in GWRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,696,230
+$9,187,039 QoQ
Shares Held
119,433
+224.2% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#80
of 544 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. GWRE ranks #16 (1.8% 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 GWRE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,696,230 | 119,433 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,509,191 | 36,836 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,176,384 | 20,777 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,893,609 | 25,640 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,831,904 | 20,522 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,495,575 | 18,657 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,625,970 | 15,577 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,804,653 | 15,331 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,821,662 | 13,211 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,223,119 | 10,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $796,754 | 7,307 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $509,400 | 5,660 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $401,702 | 5,280 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $443,234 | 5,402 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $281,770 | 4,504 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $3,459,592 | 29,104 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,383,178 | 30,014 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,882,531 | 28,363 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,132,387 | 24,333 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||