Creative Planning
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Creative Planning’s Paysign PAYS Stock Holding History

Creative Planning’s Portfolio PAYS Stock Details PAYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190K Buy
+23,232
New +$154K ﹤0.01% 3888
2021
Q2 		– Sell
-109,533
Closed -$479K – 2449
2021
Q1 		$479K Buy
+109,533
New +$521K ﹤0.01% 1472
2019
Q4 		– Sell
-76,540
Closed -$773K – 2082
2019
Q3 		$773K Buy
+76,540
New +$1.02M ﹤0.01% 865

Other funds holding PAYS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's PAYS Position: Q2 2026 in Review

Creative Planning opened a new position in Paysign (PAYS) in Q2 2026: 23,232 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #3888 among its holdings. This is a return to the name: Creative Planning previously reported a position in PAYS as recently as Q1 2021.

Creative Planning first reported a position in PAYS in Q3 2019 and has held it in 3 quarters since. The position peaked at $773K in Q3 2019. 132 funds tracked by Wall St. Rank hold PAYS as of Q2 2026.

  • Creative Planning held 23,232 shares of Paysign worth $190K as of Q2 2026.
  • Paysign was a new Creative Planning position in Q2 2026.
  • Paysign made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3888 holding.
  • Creative Planning first reported a position in Paysign in Q3 2019 and has held it in 3 quarters since.
  • Creative Planning's Paysign position peaked at $773K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held Paysign as of Q2 2026.

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