Creative Planning Software—Application

Creative Planning

$106 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AMPL Amplitude, Inc.	$836M	$682,000 0.0% of portfolio	66,988	Q1 2025 Added 68.68%
CALX Calix, Inc	$3.52B	$660,000 0.0% of portfolio	18,641	Q1 2025 Added 66.78%
SOUN Soundhound Ai, Inc.	$1.74B	$657,000 0.0% of portfolio	80,981	Q1 2025 Added 11.37%
PYCR Paycor Hcm, Inc.	$3.95B	$598,000 0.0% of portfolio	26,688	Q1 2025 Added 2.36%
CLSK Cleanspark, Inc.	$611M	$579,000 0.0% of portfolio	86,272	Q1 2025 Added 41.13%
PRO Pros Holdings, Inc.	$705M	$579,000 0.0% of portfolio	30,445	Q1 2025 Added 25.66%
ETWO E2open Parent Holdings, Inc.	$991M	$563,000 0.0% of portfolio	281,877	Q1 2025 New
BL Blackline, Inc.	$3.36B	$558,000 0.0% of portfolio	11,534	Q1 2025 Added 23.16%
PRGS Progress Software Corp	$2.05B	$554,000 0.0% of portfolio	10,772	Q1 2025 Reduced 14.74%
FRGE Forge Global Holdings, Inc.	$3.13B	$548,000 0.0% of portfolio	65,102	Q4 2024 Added 8.5%
RIOT Riot Blockchain, Inc.	$2.34B	$544,000 0.0% of portfolio	76,493	Q1 2025 Added 27.07%
PCTY Paylocity Holding Corp	$10.1B	$512,000 0.0% of portfolio	2,736	Q1 2025 Added 57.24%
OTEX Open Text Corp	$7.67B	$501,000 0.0% of portfolio	19,850	Q1 2025 Reduced 30.24%
PEGA Pegasystems Inc	$4.22B	$450,000 0.0% of portfolio	6,481	Q1 2025 Added 37.83%
GTLB Gitlab Inc.	$3.91B	$450,000 0.0% of portfolio	9,586	Q1 2025 Added 20.5%
PD Pager Duty, Inc.	$1.3B	$403,000 0.0% of portfolio	22,091	Q1 2025 Added 7,733.69%
COMP Compass, Inc.	$2.87B	$386,000 0.0% of portfolio	44,316	Q1 2025 Added 87.54%
BLKB Blackbaud Inc	$3.4B	$355,000 0.0% of portfolio	5,729	Q1 2025 Added 9.67%
ALKT Alkami Technology, Inc.	$2.57B	$337,000 0.0% of portfolio	12,853	Q1 2025 Added 39.81%
ZI Zoom Info Technologies Inc.	$4.09B	$326,000 0.0% of portfolio	32,638	Q1 2025 Added 64.91%
LYFT Lyft, Inc.	$5.08B	$315,000 0.0% of portfolio	26,566	Q1 2025 Added 1.23%
SPT Sprout Social, Inc.	$874M	$298,000 0.0% of portfolio	13,555	Q1 2025 Added 30,706.82%
DV Double Verify Holdings, Inc.	$2.57B	$293,000 0.0% of portfolio	21,927	Q1 2025 Added 27,655.7%
ZETA Zeta Global Holdings Corp.	$2.68B	$286,000 0.0% of portfolio	21,150	Q1 2025 Added 36.84%
CXM Sprinklr, Inc.	$1.02B	$267,000 0.0% of portfolio	32,023	Q1 2025 Added 68.5%
OLO Olo Inc.	$1.04B	$198,000 0.0% of portfolio	32,852	Q1 2025 Added 17.43%
EGAN Egain Corp	$208M	$174,000 0.0% of portfolio	36,000	Q1 2025 New
VMEO Vimeo, Inc.	$633M	$173,000 0.0% of portfolio	32,935	Q1 2025 Added 157.43%
FSLY Fastly, Inc.	$872M	$162,000 0.0% of portfolio	25,719	Q1 2025 Added 28.14%
ASAN Asana, Inc.	$1.86B	$149,000 0.0% of portfolio	10,273	Q1 2025 Added 8,756.03%
BIGC Big Commerce Holdings, Inc.	$365M	$145,000 0.0% of portfolio	25,197	Q1 2025 Added 22.54%
RUM Rumble Inc.	$2.58B	$139,000 0.0% of portfolio	19,734	Q1 2025 Reduced 5.66%
GRAB Grab Holdings LTD	$19.9B	$137,000 0.0% of portfolio	30,342	Q1 2025 Added 6.33%
MITK Mitek Systems Inc	$422M	$132,000 0.0% of portfolio	16,063	Q1 2025 Reduced 30.96%
DOMO Domo, Inc.	$490M	$96,000 0.0% of portfolio	12,473	Q1 2025 Added 419.92%
BLND Blend Labs, Inc.	$771M	$62,000 0.0% of portfolio	18,760	Q1 2025 Added 4,697.95%
BMBL Bumble Inc.	$883M	$59,000 0.0% of portfolio	13,781	Q1 2025 Reduced 73.49%
APPS Digital Turbine, Inc.	$548M	$41,000 0.0% of portfolio	15,298	Q1 2025 Reduced 9.0%

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