Position in PENG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$873,400
+$78,032 QoQ
Shares Held
49,625
+22.0% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.21360201511335014.ToString("F0")%
Shared 0.ToString("F0")%
None 99.78639798488665.ToString("F0")%
Common Shares in PENG Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Creative Planning holds $377,822,123 across 42 Information Technology Services names. PENG ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
497,961 | $120,700,766 | |
| 2 | ACN |
Accenture plc
|
286,366 | $56,783,513 | |
| 3 | CACI |
Caci International Inc /De/
|
85,801 | $46,664,589 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
105,292 | $16,640,347 | |
| 5 | WIT |
Wipro Ltd
|
7,047,600 | $14,940,911 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
292,721 | $13,731,541 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
83,889 | $13,046,417 | |
| 8 | INFY |
Infosys Ltd
|
827,080 | $11,173,850 |
All Filings in PENG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873,400 | 49,625 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $795,368 | 40,663 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,173,401 | 44,650 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||