Creative Planning
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Creative Planning’s Mitek Systems MITK Stock Holding History

Creative Planning’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
100,052
+18,829
+23% +$292K ﹤0.01% 2079
2026
Q1 		$1.1M Buy
81,223
+54,946
+209% +$680K ﹤0.01% 2380
2025
Q4 		$277K Buy
26,277
+820
+3% +$7.75K ﹤0.01% 3300
2025
Q3 		$249K Sell
25,457
-4,676
-16% -$46K ﹤0.01% 3297
2025
Q2 		$298K Buy
30,133
+14,070
+88% +$126K ﹤0.01% 2895
2025
Q1 		$133K Sell
16,063
-7,202
-31% -$70K ﹤0.01% 3193
2024
Q4 		$259K Buy
23,265
+5,785
+33% +$54K ﹤0.01% 2789
2024
Q3 		$152K Buy
+17,480
New +$177K ﹤0.01% 2931
2023
Q4 		– Sell
-100
Closed -$1.07K – 2951
2023
Q3 		$1.07K Buy
+100
New +$1.12K ﹤0.01% 2832
2021
Q4 		– Sell
-13,441
Closed -$249K – 2166
2021
Q3 		$249K Buy
+13,441
New +$272K ﹤0.01% 1713
2017
Q3 		– Sell
-8,328
Closed -$70K – 2978
2017
Q2 		$70K Sell
8,328
-5,000
-38% -$40.8K ﹤0.01% 2252
2017
Q1 		$89K Hold
13,328
– – ﹤0.01% 2030
2016
Q4 		$82K Buy
13,328
+4,688
+54% +$30.6K ﹤0.01% 2001
2016
Q3 		$72K Hold
8,640
– – ﹤0.01% 2083
2016
Q2 		$61K Sell
8,640
-3,860
-31% -$28.8K ﹤0.01% 2000
2016
Q1 		$82K Buy
12,500
+3,500
+39% +$17.9K ﹤0.01% 1751
2015
Q4 		$37K Hold
9,000
– – ﹤0.01% 2362
2015
Q3 		$29K Buy
+9,000
New +$31.6K ﹤0.01% 2444
2015
Q2 		– Sell
-9,000
Closed -$28K – 2242
2015
Q1 		$28K Buy
9,000
+5,000
+125% +$16K ﹤0.01% 2452
2014
Q4 		$13K Buy
4,000
+1,000
+33% +$3.01K ﹤0.01% 2957
2014
Q3 		$7K Hold
3,000
– – ﹤0.01% 3137
2014
Q2 		$10K Buy
3,000
+500
+20% +$1.7K ﹤0.01% 2871
2014
Q1 		$10K Sell
2,500
-7,500
-75% -$39.9K ﹤0.01% 2757
2013
Q4 		$59K Buy
+10,000
New +$57.9K ﹤0.01% 1493

Other funds holding MITK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's MITK Position: Q2 2026 in Review

Creative Planning increased its Mitek Systems (MITK) stake by 23% in Q2 2026, buying an estimated $292K and bringing the position to 100,052 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Creative Planning first reported a position in MITK in Q4 2013 and has held it in 24 quarters since. 188 funds tracked by Wall St. Rank hold MITK as of Q2 2026.

  • Creative Planning held 100,052 shares of Mitek Systems worth $2.01M as of Q2 2026.
  • Creative Planning bought 18,829 Mitek Systems shares in Q2 2026, an estimated $292K.
  • Mitek Systems made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2079 holding.
  • Creative Planning first reported a position in Mitek Systems in Q4 2013 and has held it in 24 quarters since.
  • 188 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2026.

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