Creative Planning
NABL icon

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
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 $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AP
AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return