Creative Planning

Position in PRGS — Progress Software Corp /Ma

CIK 1540235 OVERLAND PARK, KS

Position in PRGS

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

Position Value

$4,099,714

+$3,441,946 QoQ

Shares Held

122,088

+376.1% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#53

of 293 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. PRGS ranks #38 (0.2% 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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,099,714	122,088	+376.1%	Shares	Defined	2026-08-13
2026-03-31	$657,768	25,644	-13.1%	Shares	Sole	2026-05-12
2025-12-31	$1,267,792	29,511	+70.4%	Shares	Sole	2026-02-17
2025-09-30	$760,779	17,318	-14.5%	Shares	Sole	2025-11-14
2025-06-30	$1,293,015	20,254	+88.0%	Shares	Defined	2025-08-08
2025-03-31	$554,865	10,772	-14.7%	Shares	Sole	2025-05-15
2024-12-31	$823,169	12,635	+62.5%	Shares	Defined	2025-02-14
2024-09-30	$523,733	7,774	+20.1%	Shares	Defined	2024-10-11
2024-06-30	$351,278	6,474	+50.9%	Shares	Defined	2024-08-15
2024-03-31	$228,753	4,291	+8.4%	Shares	Sole	2024-05-13
2023-12-31	$215,028	3,960	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$201,539	3,833	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.