Creative Planning
Position in PRTH — Priority Technology Holdings, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in PRTH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$217,304
+$99,966 QoQ
Shares Held
46,039
+113.8% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 1.7202806316383934.ToString("F0")%
Shared 0.ToString("F0")%
None 98.27971936836161.ToString("F0")%
Common Shares in PRTH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. PRTH ranks #71 (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 | PANW |
Palo Alto Networks Inc
|
403,778 | $64,733,688 | |
| 5 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 6 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 7 | ZS |
Zscaler, Inc.
|
160,547 | $22,523,138 | |
| 8 | NET |
Cloudflare, Inc.
|
93,302 | $19,251,933 |
All Filings in PRTH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,304 | 46,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $117,338 | 21,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $176,139 | 25,639 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $134,407 | 17,276 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $28,223 | 2,402 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||