Question 1

Does Creative Planning own ROKU stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Creative Planning holds 65,043 shares of ROKU, worth $9.9M.

Question 2

How many shares of ROKU does Creative Planning own?

Accepted Answer

As of its Q3 2026 13F, Creative Planning holds 65,043 shares of ROKU.

Question 3

What is Creative Planning's ROKU position worth?

Accepted Answer

As of its Q3 2026 13F, Creative Planning's ROKU position is worth $9.9M.

Question 4

Is Creative Planning buying or selling ROKU?

Accepted Answer

In Q3 2026, Creative Planning increased its ROKU position by 4,477 shares (+7.4%).

Question 5

When did Creative Planning first buy ROKU?

Accepted Answer

Creative Planning already held ROKU in its Q4 2018 13F, the earliest on record, and has listed it in 32 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	65,043	+7.4%	$9.9M	0.0%	$152.28	30
2026-Q2	Increased	60,566	+15.3%	$8.4M	0.0%	$138.14	32
2026-Q1	Increased	52,534	+2.0%	$5M	0.0%	$94.07	27
2025-Q4	Increased	51,504	+22.2%	$5.6M	0.0%	$110.82	33
2025-Q3	Increased	42,154	+134.6%	$4.2M	0.0%	$100.08	43
2025-Q2	Increased	17,967	+5.1%	$1.6M	0.0%	$86.94	27
2025-Q1	Increased	17,088	+7.0%	$1.2M	0.0%	$72.49	27
2024-Q4	Decreased	15,972	-6.3%	$1.2M	0.0%	$74.89	0
2024-Q3	Decreased	17,037	-17.6%	$1.3M	0.0%	$74.41	0