Creative Planning
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Creative Planning’s Olema Pharmaceuticals OLMA Stock Holding History

Creative Planning’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Buy
72,234
+7,580
+12% +$169K ﹤0.01% 2392
2025
Q4 		$1.62M Buy
64,654
+9,344
+17% +$166K ﹤0.01% 1892
2025
Q3 		$541K Buy
55,310
+35,789
+183% +$215K ﹤0.01% 2645
2025
Q2 		$83.2K Buy
+19,521
New +$87K ﹤0.01% 3455

Other funds holding OLMA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Creative Planning's OLMA Position: Q1 2026 in Review

Creative Planning increased its Olema Pharmaceuticals (OLMA) stake by 12% in Q1 2026, buying an estimated $169K and bringing the position to 72,234 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Creative Planning first reported a position in OLMA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 195 funds tracked by Wall St. Rank hold OLMA as of Q1 2026.

  • Creative Planning held 72,234 shares of Olema Pharmaceuticals worth $1.08M as of Q1 2026.
  • Creative Planning bought 7,580 Olema Pharmaceuticals shares in Q1 2026, an estimated $169K.
  • Olema Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2392 holding.
  • Creative Planning first reported a position in Olema Pharmaceuticals in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Olema Pharmaceuticals position peaked at $1.62M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q1 2026.

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