Creative Planning Software—Application

Creative Planning

$101 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MNDY Monday.Com Ltd.	$9.55B	$394,000 0.0% of portfolio	1,419	Q3 2024 Reduced 39.54%
PYCR Paycor Hcm, Inc.	$3.89B	$381,000 0.0% of portfolio	26,889	Q3 2024 Added 115.94%
BLKB Blackbaud Inc	$3.96B	$379,000 0.0% of portfolio	4,477	Q3 2024 Added 0.22%
BMBL Bumble Inc.	$906M	$344,000 0.0% of portfolio	54,055	Q3 2024 Added 437.49%
PDFS Pdf Solutions Inc	$1.02B	$341,000 0.0% of portfolio	10,776	Q3 2024 New
RIOT Riot Blockchain, Inc.	$2.01B	$335,000 0.0% of portfolio	45,247	Q3 2024 Reduced 24.9%
PAR Par Technology Corp	$1.85B	$316,000 0.0% of portfolio	6,068	Q3 2024 New
MTTR Matterport, Inc.	$1.38B	$304,000 0.0% of portfolio	67,622	Q3 2024 Added 29.82%
PLUS Eplus Inc	$2.05B	$279,000 0.0% of portfolio	2,843	Q3 2024 New
PEGA Pegasystems Inc	$7.78B	$274,000 0.0% of portfolio	3,765	Q3 2024 Added 2.53%
PCTY Paylocity Holding Corp	$10.7B	$267,000 0.0% of portfolio	1,619	Q3 2024 New
ALKT Alkami Technology, Inc.	$3.11B	$265,000 0.0% of portfolio	8,418	Q3 2024 Added 2.58%
ZI Zoom Info Technologies Inc.	$3.8B	$253,000 0.0% of portfolio	24,583	Q3 2024 New
PRO Pros Holdings, Inc.	$993M	$249,000 0.0% of portfolio	13,464	Q3 2024 New
PCOR Procore Technologies, Inc.	$10.2B	$234,000 0.0% of portfolio	3,799	Q3 2024 New
AMPL Amplitude, Inc.	$676M	$234,000 0.0% of portfolio	26,166	Q3 2024 Added 152.42%
APPF Appfolio Inc	$4.92B	$233,000 0.0% of portfolio	991	Q3 2024 Reduced 53.73%
RNG Ring Central, Inc.	$2.81B	$210,000 0.0% of portfolio	6,665	Q3 2024 New
GTLB Gitlab Inc.	$5.21B	$207,000 0.0% of portfolio	4,028	Q3 2024 New
LYFT Lyft, Inc.	$4.47B	$202,000 0.0% of portfolio	15,840	Q3 2024 Reduced 12.54%
ETWO E2open Parent Holdings, Inc.	$768M	$165,000 0.0% of portfolio	37,425	Q3 2024 Added 219.14%
CLSK Cleanspark, Inc.	$475M	$165,000 0.0% of portfolio	17,773	Q3 2024 Reduced 25.9%
MITK Mitek Systems Inc	$461M	$151,000 0.0% of portfolio	17,480	Q3 2024 New
OLO Olo Inc.	$742M	$150,000 0.0% of portfolio	30,371	Q3 2024 Added 15.05%
FSLY Fastly, Inc.	$1.1B	$146,000 0.0% of portfolio	19,410	Q3 2024 Reduced 34.81%
BIGC Big Commerce Holdings, Inc.	$447M	$141,000 0.0% of portfolio	24,125	Q3 2024 Added 1.6%
GRAB Grab Holdings LTD	$16.7B	$104,000 0.0% of portfolio	27,473	Q3 2024 Added 5.46%
COMP Compass, Inc.	$2.21B	$95,000 0.0% of portfolio	15,570	Q3 2024 Added 26.06%
SOUN Soundhound Ai, Inc.	$2.21B	$90,000 0.0% of portfolio	19,438	Q3 2024 New
FRGE Forge Global Holdings, Inc.	$127M	$78,000 0.0% of portfolio	60,000	Q4 2022 New
APPS Digital Turbine, Inc.	$179M	$56,000 0.0% of portfolio	18,411	Q3 2024 New
RUM Rumble Inc.	$3.07B	$54,000 0.0% of portfolio	10,249	Q3 2024 Reduced 1.06%

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