Position in OSPN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,029,918
+$481,573 QoQ
Shares Held
97,808
+129.0% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Creative Planning holds $2,117,003,887 across 87 Software - Infrastructure names. OSPN ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,870,580 | $1,432,772,598 | |
| 2 | ORCL |
Oracle Corp
|
1,066,125 | $156,837,648 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
714,374 | $104,498,628 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
188,450 | $73,572,763 | |
| 5 | PANW |
Palo Alto Networks Inc
|
403,778 | $64,733,688 | |
| 6 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 7 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 8 | ZS |
Zscaler, Inc.
|
160,547 | $22,523,138 |
All Filings in OSPN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,029,918 | 97,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $548,345 | 42,706 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,826 | 22,519 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $374,172 | 22,419 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $332,617 | 21,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $399,999 | 21,575 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $371,757 | 22,301 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $287,217 | 22,404 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $227,005 | 19,519 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $595,024 | 55,506 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||