Creative Planning’s N-able NABL Stock Holding History

Creative Planning’s Portfolio NABL Stock Details NABL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$932K	Sell	253,920 -81,127	-24%	-$337K	﹤0.01%	2695
2026 Q1	$1.56M	Buy	335,047 +92,245	+38%	+$515K	﹤0.01%	2096
2025 Q4	$1.82M	Sell	242,802 -31,818	-12%	-$243K	﹤0.01%	1801
2025 Q3	$2.14M	Buy	274,620 +30,128	+12%	+$241K	﹤0.01%	1490
2025 Q2	$1.98M	Buy	244,492 +166,697	+214%	+$1.24M	﹤0.01%	1321
2025 Q1	$552K	Buy	77,795 +66,296	+577%	+$590K	﹤0.01%	2197
2024 Q4	$107K	Buy	+11,499	New	+$129K	﹤0.01%	3145

Other funds holding NABL

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return

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

Creative Planning's NABL Position: Q2 2026 in Review

Creative Planning reduced its N-able (NABL) stake by 24% in Q2 2026, selling an estimated $337K and leaving 253,920 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Creative Planning first reported a position in NABL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q3 2025. 200 funds tracked by Wall St. Rank hold NABL as of Q2 2026.

Creative Planning held 253,920 shares of N-able worth $932K as of Q2 2026.
Creative Planning sold 81,127 N-able shares in Q2 2026, an estimated $337K.
N-able made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2695 holding.
Creative Planning first reported a position in N-able in Q4 2024 and has held it in 7 quarters since.
Creative Planning's N-able position peaked at $2.14M in Q3 2025.
200 funds tracked by Wall St. Rank held N-able as of Q2 2026.

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