Creative Planning

Position in MQ — Marqeta, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in MQ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,204,881

-$1,121,913 QoQ

Shares Held

74,192

-48.0% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 199 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. MQ ranks #58 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,881	296,769	-48.0%	Shares	Defined	2026-08-13
2026-03-31	$2,326,794	570,293	+80.3%	Shares	Defined	2026-05-12
2025-12-31	$1,502,197	316,252	+35.0%	Shares	Sole	2026-02-17
2025-09-30	$1,236,464	234,179	-23.1%	Shares	Defined	2025-11-14
2025-06-30	$1,776,284	304,680	-23.6%	Shares	Sole	2025-08-08
2025-03-31	$1,642,804	398,739	+38.2%	Shares	Sole	2025-05-15
2024-12-31	$1,093,267	288,461	+390.0%	Shares	Sole	2025-02-14
2024-09-30	$289,664	58,875	-19.3%	Shares	Defined	2024-10-11
2024-06-30	$399,622	72,924	+61.2%	Shares	Defined	2024-08-15
2024-03-31	$269,588	45,233	+42.1%	Shares	Sole	2024-05-13
2023-12-31	$222,200	31,834	+21.5%	Shares	Defined	2024-02-14
2023-09-30	$156,663	26,198	+76.5%	Shares	Defined	2023-11-16
2023-06-30	$72,280	14,842	+6.9%	Shares	Sole	2023-07-21
2023-03-31	$63,427	13,879	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.