Creative Planning’s Innodata INOD Stock Holding History

Creative Planning’s Portfolio INOD Stock Details INOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$756K	Buy	19,579 +5,252	+37%	+$262K	﹤0.01%	2692
2025 Q4	$730K	Sell	14,327 -745	-5%	-$48.6K	﹤0.01%	2529
2025 Q3	$1.16M	Buy	15,072 +7,632	+103%	+$385K	﹤0.01%	1976
2025 Q2	$381K	Sell	7,440 -1,362	-15%	-$53.7K	﹤0.01%	2695
2025 Q1	$316K	Sell	8,802 -129	-1%	-$5.67K	﹤0.01%	2708
2024 Q4	$353K	Buy	+8,931	New	+$281K	﹤0.01%	2533
2018 Q2	–	Sell	-37,325	Closed	-$43K	–	2116
2018 Q1	$43K	Hold	37,325	–	–	﹤0.01%	1831
2017 Q4	$51K	Hold	37,325	–	–	﹤0.01%	1794
2017 Q3	$56K	Sell	37,325 -37,325	-50%	-$57.1K	﹤0.01%	1763
2017 Q2	$131K	Sell	74,650 -74,650	-50%	-$134K	﹤0.01%	1785
2017 Q1	$328K	Buy	+149,300	New	+$322K	﹤0.01%	1210

Other funds holding INOD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Creative Planning's INOD Position: Q1 2026 in Review

Creative Planning increased its Innodata (INOD) stake by 37% in Q1 2026, buying an estimated $262K and bringing the position to 19,579 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Creative Planning first reported a position in INOD in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2025. 229 funds tracked by Wall St. Rank hold INOD as of Q1 2026.

Creative Planning held 19,579 shares of Innodata worth $756K as of Q1 2026.
Creative Planning bought 5,252 Innodata shares in Q1 2026, an estimated $262K.
Innodata made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2692 holding.
Creative Planning first reported a position in Innodata in Q1 2017 and has held it in 11 quarters since.
Creative Planning's Innodata position peaked at $1.16M in Q3 2025.
229 funds tracked by Wall St. Rank held Innodata as of Q1 2026.

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