Creative Planning
THRY icon

Creative Planning’s Thryv Holdings THRY Stock Holding History

Creative Planning’s Portfolio THRY Stock Details THRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Buy
+26,351
New +$93.7K ﹤0.01% 4035
2025
Q4 		– Sell
-16,077
Closed -$194K – 4100
2025
Q3 		$194K Sell
16,077
-6,182
-28% -$78.2K ﹤0.01% 3504
2025
Q2 		$271K Buy
+22,259
New +$287K ﹤0.01% 2992

Other funds holding THRY

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brooktree Capital Management Gand Rapids, Michigan $153M AUM 14.06% 1-Year Est. Return

Creative Planning's THRY Position: Q2 2026 in Review

Creative Planning opened a new position in Thryv Holdings (THRY) in Q2 2026: 26,351 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #4035 among its holdings. This is a return to the name: Creative Planning previously reported a position in THRY as recently as Q3 2025.

Creative Planning first reported a position in THRY in Q2 2025 and has held it in 3 quarters since. The position peaked at $271K in Q2 2025. 127 funds tracked by Wall St. Rank hold THRY as of Q2 2026.

  • Creative Planning held 26,351 shares of Thryv Holdings worth $104K as of Q2 2026.
  • Thryv Holdings was a new Creative Planning position in Q2 2026.
  • Thryv Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4035 holding.
  • Creative Planning first reported a position in Thryv Holdings in Q2 2025 and has held it in 3 quarters since.
  • Creative Planning's Thryv Holdings position peaked at $271K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Thryv Holdings as of Q2 2026.

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