Position in SOUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,220,050
-$390,473 QoQ
Shares Held
177,591
+9.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOUN Over Time
Shares Held
Position Value (USD)
Derivatives in SOUN
reported options exposure · as of Mar 31, 2024CallValue
$5,890
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $742,408,889 across 109 Software - Application names. SOUN ranks #70 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in SOUN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,220,050 | 177,591 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,610,523 | 161,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,254,447 | 202,391 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $968,039 | 90,218 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $657,565 | 80,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,442,585 | 72,711 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,581 | 19,438 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $5,890 | 1,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $104,724 | 17,780 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||