Who owns Creative Realities (CREX)
Which tracked institutional funds hold CREX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CREX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CREX is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CREX’s largest tracked holder by dollar value, Mink Brook Asset Management LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CREX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 36 tracked filers holding CREX, 15 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CREX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- PERKINS CAPITAL MANAGEMENT INC$1M
- Union Square Park Capital Management, LLC$1M
- AWM Investment Company, Inc.$826K
- MYDA Advisors LLC$826K
Largest adds
- Mink Brook Asset Management LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$298K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mink Brook Asset Management LLC added | 1,166,954 | $5M | 28.0% | 2026-Q2 |
| Cerity Partners LLC | 331,926 | $1M | 8.0% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC new | 300,050 | $1M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 284,981 | $1M | 6.8% | 2026-Q2 |
| Union Square Park Capital Management, LLC new | 253,363 | $1M | 6.1% | 2026-Q2 |
| AWM Investment Company, Inc. new | 200,000 | $826K | 4.8% | 2026-Q2 |
| MYDA Advisors LLC new | 200,000 | $826K | 4.8% | 2026-Q2 |
| North Star Investment Management Corp. | 160,000 | $661K | 3.8% | 2026-Q2 |
| Prospera Financial Services Inc | 133,176 | $550K | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 110,432 | $456K | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 78,267 | $323K | 1.9% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 70,000 | $289K | 1.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 68,803 | $284K | 1.7% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 64,300 | $266K | 1.5% | 2026-Q2 |
| Sargent Investment Group, LLC added | 56,650 | $234K | 1.4% | 2026-Q2 |
| Worth Venture Partners, LLC added | 51,720 | $214K | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 49,114 | $203K | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 41,642 | $172K | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 38,766 | $160K | 0.9% | 2026-Q2 |
| BlackRock, Inc. added | 32,213 | $133K | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 29,000 | $120K | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 22,223 | $92K | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 20,484 | $85K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,000 | $62K | 0.4% | 2026-Q2 |
| STATE STREET CORP | 11,107 | $46K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,846 | $8K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,363 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,202 | $5K | 0.0% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 570 | $2K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 344 | $1K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 83 | $342 | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 46 | $190 | 0.0% | 2026-Q2 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 15 | $62 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 5 | $21 | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 4 | $17 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1 | $4 | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 14,705 | $51K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 285,585 | $745K | 4.3% | 2025-Q4 stale (2 quarters behind) |
| Perritt Capital Management Inc | 224,900 | $587K | 3.4% | 2025-Q4 stale (2 quarters behind) |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 10,000 | $26K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 79 | $206 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SBI Securities Co., Ltd. trimmed | 33 | $86 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| US BANCORP \DE\ | 2 | $5 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC new | 1 | $3 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 16,573 | $38K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,078 | $28K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Tower Research Capital LLC (TRC) added | 1,261 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Virtu Financial LLC new | 19,417 | $65K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.