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 Q2	$854K	Sell	150,403 -1,363	-0.9%	-$8.44K	﹤0.01%	2778
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 $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Creative Planning's GDYN Position: Q2 2026 in Review

Creative Planning reduced its Grid Dynamics Holdings (GDYN) stake by 0.9% in Q2 2026, selling an estimated $8.44K and leaving 150,403 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Creative Planning first reported a position in GDYN in Q4 2024 and has held it in 6 quarters since. The position peaked at $899K in Q4 2025. 198 funds tracked by Wall St. Rank hold GDYN as of Q2 2026.

Creative Planning held 150,403 shares of Grid Dynamics Holdings worth $854K as of Q2 2026.
Creative Planning sold 1,363 Grid Dynamics Holdings shares in Q2 2026, an estimated $8.44K.
Grid Dynamics Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2778 holding.
Creative Planning first reported a position in Grid Dynamics Holdings in Q4 2024 and has held it in 6 quarters since.
Creative Planning's Grid Dynamics Holdings position peaked at $899K in Q4 2025.
198 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q2 2026.

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