Creative Planning
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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
2015
Q1 		– Sell
-50
Closed -$1K – 4292
2014
Q4 		$1K Buy
+50
New +$7.1K ﹤0.01% 3973

Other funds holding GRPN

Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 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. 60 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.
  • 60 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.