Creative Planning’s PubMatic PUBM Stock Holding History

Creative Planning’s Portfolio PUBM Stock Details PUBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$395K	Buy	48,249 +29,185	+153%	+$224K	﹤0.01%	3207
2025 Q4	$169K	Buy	19,064 +3,913	+26%	+$34.1K	﹤0.01%	3602
2025 Q3	$125K	Sell	15,151 -6,460	-30%	-$65.8K	﹤0.01%	3631
2025 Q2	$269K	Buy	+21,611	New	+$228K	﹤0.01%	3002
2025 Q1	–	Sell	-12,687	Closed	-$186K	–	3674
2024 Q4	$186K	Buy	+12,687	New	+$197K	﹤0.01%	2993
2023 Q2	–	Sell	-21,015	Closed	-$290K	–	2790
2023 Q1	$290K	Buy	+21,015	New	+$303K	﹤0.01%	1843
2021 Q4	–	Sell	-9,691	Closed	-$255K	–	2194
2021 Q3	$255K	Buy	9,691 +3,627	+60%	+$109K	﹤0.01%	1696
2021 Q2	$237K	Buy	+6,064	New	+$252K	﹤0.01%	1704

Other funds holding PUBM

GHC

Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return

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

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's PUBM Position: Q1 2026 in Review

Creative Planning increased its PubMatic (PUBM) stake by 153% in Q1 2026, buying an estimated $224K and bringing the position to 48,249 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Creative Planning first reported a position in PUBM in Q2 2021 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold PUBM as of Q1 2026.

Creative Planning held 48,249 shares of PubMatic worth $395K as of Q1 2026.
Creative Planning bought 29,185 PubMatic shares in Q1 2026, an estimated $224K.
PubMatic made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3207 holding.
Creative Planning first reported a position in PubMatic in Q2 2021 and has held it in 8 quarters since.
153 funds tracked by Wall St. Rank held PubMatic as of Q1 2026.

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