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 Q2	$1.85M	Buy	24,495 +4,916	+25%	+$361K	﹤0.01%	2148
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's INOD Position: Q2 2026 in Review

Creative Planning increased its Innodata (INOD) stake by 25% in Q2 2026, buying an estimated $361K and bringing the position to 24,495 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Creative Planning first reported a position in INOD in Q1 2017 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold INOD as of Q2 2026.

Creative Planning held 24,495 shares of Innodata worth $1.85M as of Q2 2026.
Creative Planning bought 4,916 Innodata shares in Q2 2026, an estimated $361K.
Innodata made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2148 holding.
Creative Planning first reported a position in Innodata in Q1 2017 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held Innodata as of Q2 2026.

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