Creative Planning

Position in PSFE — Paysafe Ltd

CIK 1540235 OVERLAND PARK, KS

Position in PSFE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$884,693

+$731,825 QoQ

Shares Held

129,911

+587.5% QoQ

Ownership

0.253%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0.5342118835202562.ToString("F0")% Shared 0.ToString("F0")% None 99.46578811647974.ToString("F0")%

Technology · as of Mar 31, 2026

Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. PSFE ranks #59 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$884,693	129,911	+587.5%	Shares	Sole	2026-05-12
2025-12-31	$152,868	18,896	+59.5%	Shares	Sole	2026-02-17
2024-09-30	$265,660	11,844	-46.3%	Shares	Sole	2024-10-11
2024-06-30	$390,073	22,063	+2.4%	Shares	Sole	2024-08-15
2024-03-31	$340,353	21,555	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$275,164	21,514	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$260,806	21,752	-4.6%	Shares	Sole	2023-11-16
2023-06-30	$229,971	22,792	-4.6%	Shares	Sole	2023-07-21
2023-03-31	$412,804	23,903	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$332,234	23,919	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.