Creative Planning
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Creative Planning’s Zymeworks ZYME Stock Holding History

Creative Planning’s Portfolio ZYME Stock Details ZYME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$811K Buy
32,394
+4,101
+14% +$97K ﹤0.01% 2631
2025
Q4 		$745K Buy
28,293
+979
+4% +$21.4K ﹤0.01% 2511
2025
Q3 		$467K Buy
27,314
+1,925
+8% +$27.6K ﹤0.01% 2784
2025
Q2 		$319K Buy
25,389
+13,567
+115% +$162K ﹤0.01% 2847
2025
Q1 		$141K Buy
11,822
+11,765
+20,640% +$160K ﹤0.01% 3178
2024
Q4 		$834 Buy
+57
New +$797 ﹤0.01% 3551

Other funds holding ZYME

EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's ZYME Position: Q1 2026 in Review

Creative Planning increased its Zymeworks (ZYME) stake by 14% in Q1 2026, buying an estimated $97K and bringing the position to 32,394 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Creative Planning first reported a position in ZYME in Q4 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold ZYME as of Q1 2026.

  • Creative Planning held 32,394 shares of Zymeworks worth $811K as of Q1 2026.
  • Creative Planning bought 4,101 Zymeworks shares in Q1 2026, an estimated $97K.
  • Zymeworks made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2631 holding.
  • Creative Planning first reported a position in Zymeworks in Q4 2024 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Zymeworks as of Q1 2026.

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