13F

Position

Creative Planning in PagerDuty, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$105.4K$13.11$6.21

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202515.3K$200.2K0.0%
Q1 2026364.7K$2.26M$6.21−$105.4K$2.17M0.0%