Creative Planning
CRNC icon

Creative Planning’s Cerence CRNC Stock Holding History

Creative Planning’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$125K Buy
19,820
+8,466
+75% +$76.3K ﹤0.01% 3851
2025
Q4 		$121K Buy
+11,354
New +$125K ﹤0.01% 3680
2021
Q4 		– Sell
-2,253
Closed -$217K – 2114
2021
Q3 		$217K Sell
2,253
-2,911
-56% -$318K ﹤0.01% 1816
2021
Q2 		$551K Sell
5,164
-1,350
-21% -$133K ﹤0.01% 1223
2021
Q1 		$584K Buy
+6,514
New +$717K ﹤0.01% 1332

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Creative Planning's CRNC Position: Q1 2026 in Review

Creative Planning increased its Cerence (CRNC) stake by 75% in Q1 2026, buying an estimated $76.3K and bringing the position to 19,820 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3851.

Creative Planning first reported a position in CRNC in Q1 2021 and has held it in 5 quarters since. The position peaked at $584K in Q1 2021. 195 funds tracked by Wall St. Rank hold CRNC as of Q1 2026.

  • Creative Planning held 19,820 shares of Cerence worth $125K as of Q1 2026.
  • Creative Planning bought 8,466 Cerence shares in Q1 2026, an estimated $76.3K.
  • Cerence made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3851 holding.
  • Creative Planning first reported a position in Cerence in Q1 2021 and has held it in 5 quarters since.
  • Creative Planning's Cerence position peaked at $584K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Cerence as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.