Position in ZD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,446,584
+$841,181 QoQ
Shares Held
104,002
-5.2% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 264 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Creative Planning holds $67,669,425 across 14 Advertising Agencies names. ZD ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
81,178 | $41,825,340 | |
| 2 | OMC |
Omnicom Group Inc.
|
101,717 | $7,408,049 | |
| 3 | ZD |
Ziff Davis, Inc.
This page
|
104,002 | $5,446,584 | |
| 4 | TTD |
Trade Desk, Inc.
|
289,886 | $5,241,138 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
266,840 | $2,892,545 | |
| 6 | MGNI |
Magnite, Inc.
|
86,650 | $1,644,616 | |
| 7 | QNST |
Quinstreet, Inc
|
87,384 | $1,280,175 | |
| 8 | ADV |
Advantage Solutions Inc.
|
14,238 | $615,650 |
All Filings in ZD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,446,584 | 104,002 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,605,403 | 109,757 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,359,057 | 67,114 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,105,852 | 29,025 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $517,556 | 17,098 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $342,729 | 9,120 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $501,123 | 9,222 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $649,464 | 13,347 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $321,491 | 5,840 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $316,334 | 5,018 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $238,389 | 3,548 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||