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Creative Planning

Position in NRDS — Nerdwallet, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NRDS

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$1,606,035
+$128,584 QoQ
Shares Held
154,724
+41.9% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0.3638737364597606.ToString("F0")% Shared 0.ToString("F0")% None 99.63612626354023.ToString("F0")%

Common Shares in NRDS Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Mar 31, 2026

Creative Planning holds $1,468,828,811 across 36 Internet Content & Information names. NRDS ranks #14 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NRDS

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,606,035 154,724
2025-12-31 $1,477,451 109,037
2025-09-30 $498,973 46,373
2025-06-30 $177,395 16,171