Creative Planning’s Squarespace, Inc. SQSP Stock Holding History

Creative Planning’s Portfolio SQSP Stock Details SQSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,637	Closed	-$494K	–	3706
2024 Q3	$494K	Buy	10,637 +5,528	+108%	+$248K	﹤0.01%	2122
2024 Q2	$223K	Sell	5,109 -5,134	-50%	-$206K	﹤0.01%	2597
2024 Q1	$373K	Buy	10,243 +2,342	+30%	+$76.1K	﹤0.01%	2069
2023 Q4	$261K	Sell	7,901 -37,758	-83%	-$1.11M	﹤0.01%	2193
2023 Q3	$1.32M	Buy	+45,659	New	+$1.4M	﹤0.01%	1034

Other funds holding SQSP

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SQSP Position: Q4 2024 in Review

Creative Planning sold out of Squarespace, Inc. (SQSP) in Q4 2024, closing a stake of 10,637 shares — an estimated $494K sold.

Creative Planning first reported a position in SQSP in Q3 2023 and held it in 5 quarters. The position peaked at $1.32M in Q3 2023. 2 funds tracked by Wall St. Rank hold SQSP as of Q4 2024.

Creative Planning reported no remaining Squarespace, Inc. position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 10,637 Squarespace, Inc. shares in Q4 2024, an estimated $494K.
Creative Planning first reported a position in Squarespace, Inc. in Q3 2023 and held it in 5 quarters.
Creative Planning's Squarespace, Inc. position peaked at $1.32M in Q3 2023.
2 funds tracked by Wall St. Rank held Squarespace, Inc. as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.