Creative Planning’s Grid Dynamics Holdings GDYN Stock Holding History

Creative Planning’s Portfolio GDYN Stock Details GDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$865K	Buy	151,766 +52,259	+53%	+$385K	﹤0.01%	2576
2025 Q4	$899K	Buy	99,507 +65,846	+196%	+$570K	﹤0.01%	2367
2025 Q3	$260K	Buy	+33,661	New	+$300K	﹤0.01%	3263
2025 Q2	–	Sell	-12,721	Closed	-$199K	–	3728
2025 Q1	$199K	Buy	12,721 +2,867	+29%	+$57.5K	﹤0.01%	3073
2024 Q4	$219K	Buy	+9,854	New	+$172K	﹤0.01%	2904

Other funds holding GDYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's GDYN Position: Q1 2026 in Review

Creative Planning increased its Grid Dynamics Holdings (GDYN) stake by 53% in Q1 2026, buying an estimated $385K and bringing the position to 151,766 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Creative Planning first reported a position in GDYN in Q4 2024 and has held it in 5 quarters since. The position peaked at $899K in Q4 2025. 197 funds tracked by Wall St. Rank hold GDYN as of Q1 2026.

Creative Planning held 151,766 shares of Grid Dynamics Holdings worth $865K as of Q1 2026.
Creative Planning bought 52,259 Grid Dynamics Holdings shares in Q1 2026, an estimated $385K.
Grid Dynamics Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2576 holding.
Creative Planning first reported a position in Grid Dynamics Holdings in Q4 2024 and has held it in 5 quarters since.
Creative Planning's Grid Dynamics Holdings position peaked at $899K in Q4 2025.
197 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q1 2026.

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