Creative Planning
GRPN icon

Creative Planning’s Groupon GRPN Stock Holding History

Creative Planning’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$289K Buy
+14,602
New +$332K ﹤0.01% 3682
2020
Q2 		– Sell
-2,700
Closed -$53K – 2063
2020
Q1 		$53K Buy
2,700
+149
+6% +$5.87K ﹤0.01% 1623
2019
Q4 		$122K Sell
2,551
-869
-25% -$48.2K ﹤0.01% 1732
2019
Q3 		$182K Buy
3,420
+14
+0.4% +$823 ﹤0.01% 1630
2019
Q2 		$244K Sell
3,406
-56
-2% -$3.95K ﹤0.01% 1497
2019
Q1 		$246K Buy
3,462
+170
+5% +$12K ﹤0.01% 1452
2018
Q4 		$211K Sell
3,292
-213
-6% -$13.7K ﹤0.01% 1452
2018
Q3 		$264K Buy
3,505
+106
+3% +$9.32K ﹤0.01% 1485
2018
Q2 		$292K Buy
3,399
+111
+3% +$10.3K ﹤0.01% 1389
2018
Q1 		$285K Buy
3,288
+23
+0.7% +$2.23K ﹤0.01% 1370
2017
Q4 		$333K Buy
3,265
+80
+3% +$8.42K ﹤0.01% 1301
2017
Q3 		$331K Sell
3,185
-80
-2% -$6.61K ﹤0.01% 1272
2017
Q2 		$251K Sell
3,265
-427
-12% -$29.6K ﹤0.01% 1383
2017
Q1 		$290K Buy
3,692
+329
+10% +$25.3K ﹤0.01% 1283
2016
Q4 		$223K Sell
3,363
-59
-2% -$4.96K ﹤0.01% 1358
2016
Q3 		$352K Sell
3,422
-394
-10% -$38.4K ﹤0.01% 1087
2016
Q2 		$248K Sell
3,816
-525
-12% -$38.8K ﹤0.01% 1151
2016
Q1 		$346K Hold
4,341
– – ﹤0.01% 920
2015
Q4 		$267K Buy
4,341
+3,930
+956% +$253K ﹤0.01% 1050
2015
Q3 		$27K Buy
+411
New +$36.6K ﹤0.01% 2495
2015
Q2 		– Sell
-228
Closed -$33K – 1856
2015
Q1 		$33K Sell
228
-28
-11% -$4.29K ﹤0.01% 2303
2014
Q4 		$42K Sell
256
-798
-76% -$113K ﹤0.01% 2119
2014
Q3 		$141K Buy
1,054
+229
+28% +$29.8K ﹤0.01% 1258
2014
Q2 		$109K Buy
825
+475
+136% +$62.6K ﹤0.01% 1379
2014
Q1 		$55K Buy
350
+199
+132% +$38.6K ﹤0.01% 1737
2013
Q4 		$36K Buy
151
+20
+15% +$4.13K ﹤0.01% 1812
2013
Q3 		$29K Buy
131
+86
+191% +$17.1K ﹤0.01% 1871
2013
Q2 		$8K Buy
+45
New +$6.08K ﹤0.01% 2354

Other funds holding GRPN

Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Creative Planning's GRPN Position: Q3 2026 in Review

Creative Planning opened a new position in Groupon (GRPN) in Q3 2026: 14,602 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #3682 among its holdings. This is a return to the name: Creative Planning previously reported a position in GRPN as recently as Q1 2020.

Creative Planning first reported a position in GRPN in Q2 2013 and has held it in 28 quarters since. The position peaked at $352K in Q3 2016. 31 funds tracked by Wall St. Rank hold GRPN as of Q3 2026.

  • Creative Planning held 14,602 shares of Groupon worth $289K as of Q3 2026.
  • Groupon was a new Creative Planning position in Q3 2026.
  • Groupon made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3682 holding.
  • Creative Planning first reported a position in Groupon in Q2 2013 and has held it in 28 quarters since.
  • Creative Planning's Groupon position peaked at $352K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held Groupon as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.