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
Q2 		$452K Buy
39,895
+20,075
+101% +$197K ﹤0.01% 3262
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 $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Creative Planning's CRNC Position: Q2 2026 in Review

Creative Planning increased its Cerence (CRNC) stake by 101% in Q2 2026, buying an estimated $197K and bringing the position to 39,895 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Creative Planning first reported a position in CRNC in Q1 2021 and has held it in 6 quarters since. The position peaked at $584K in Q1 2021. 195 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

  • Creative Planning held 39,895 shares of Cerence worth $452K as of Q2 2026.
  • Creative Planning bought 20,075 Cerence shares in Q2 2026, an estimated $197K.
  • Cerence made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3262 holding.
  • Creative Planning first reported a position in Cerence in Q1 2021 and has held it in 6 quarters since.
  • Creative Planning's Cerence position peaked at $584K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.