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 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 $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's PAR Position: Q1 2026 in Review

Creative Planning increased its PAR Technology (PAR) stake by 497% in Q1 2026, buying an estimated $967K and bringing the position to 49,475 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Creative Planning first reported a position in PAR in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.94M in Q2 2021. 200 funds tracked by Wall St. Rank hold PAR as of Q1 2026.

Creative Planning held 49,475 shares of PAR Technology worth $660K as of Q1 2026.
Creative Planning bought 41,184 PAR Technology shares in Q1 2026, an estimated $967K.
PAR Technology made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2805 holding.
Creative Planning first reported a position in PAR Technology in Q2 2021 and has held it in 7 quarters since.
Creative Planning's PAR Technology position peaked at $2.94M in Q2 2021.
200 funds tracked by Wall St. Rank held PAR Technology as of Q1 2026.

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