Creative Planning’s PAR Technology PAR Stock Holding History

Creative Planning’s Portfolio PAR Stock Details PAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	65,128 +15,653	+32%	+$226K	﹤0.01%	2540
2026 Q1	$660K	Buy	49,475 +41,184	+497%	+$967K	﹤0.01%	2805
2025 Q4	$301K	Buy	+8,291	New	+$299K	﹤0.01%	3236
2025 Q3	–	Sell	-13,797	Closed	-$957K	–	3990
2025 Q2	$957K	Buy	13,797 +1,317	+11%	+$82.3K	﹤0.01%	1892
2025 Q1	$766K	Buy	12,480 +2,320	+23%	+$156K	﹤0.01%	1938
2024 Q4	$738K	Buy	10,160 +4,092	+67%	+$280K	﹤0.01%	1887
2024 Q3	$316K	Buy	+6,068	New	+$315K	﹤0.01%	2474
2021 Q3	–	Sell	-41,986	Closed	-$2.94M	–	2194
2021 Q2	$2.94M	Buy	+41,986	New	+$2.97M	0.01%	550

Other funds holding PAR

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

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

Creative Planning's PAR Position: Q2 2026 in Review

Creative Planning increased its PAR Technology (PAR) stake by 32% in Q2 2026, buying an estimated $226K and bringing the position to 65,128 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Creative Planning first reported a position in PAR in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.94M in Q2 2021. 208 funds tracked by Wall St. Rank hold PAR as of Q2 2026.

Creative Planning held 65,128 shares of PAR Technology worth $1.13M as of Q2 2026.
Creative Planning bought 15,653 PAR Technology shares in Q2 2026, an estimated $226K.
PAR Technology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2540 holding.
Creative Planning first reported a position in PAR Technology in Q2 2021 and has held it in 8 quarters since.
Creative Planning's PAR Technology position peaked at $2.94M in Q2 2021.
208 funds tracked by Wall St. Rank held PAR Technology as of Q2 2026.

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