Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ZEN holding history

Zendesk, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZEN overviewAll 13F holders of ZENFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ZEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−3,305−100.0%Sold outHolders
Q2 20223,305$245.0K<0.1%+123+3.9%AddedHolders
Q1 20223,182$383.0K<0.1%+153+5.1%AddedHolders
Q4 20213,029$316.0K<0.1%−1,205−28.5%ReducedHolders
Q3 20214,234$493.0K<0.1%+181+4.5%AddedHolders
Q2 20214,053$585.0K<0.1%−1,582−28.1%ReducedHolders
Q1 20215,635$747.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.