CREXNasdaqServices-Computer Integrated Systems DesignFiscal year ends December 31
CREATIVE REALITIES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$2.10−0.05 (-2.33%)
Close on Oct 19, 2026
- Market cap
- $22.19M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.1%
4M of 14M shares
Institutional holders
36
7 new, 1 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net sold $2.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Lytton Laurence W | 914,158 | 8.70% | 13G (passive) amendment | Mar 31, 2026 |
| Mink Brook Partners LP | 763,379 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Mink Brook Asset Management LLC | 613,459 | 5.80% | 13G (passive) | Jan 6, 2026 |
| Pinnacle Family Office Investments, L.P., a Texas limited partnership | 5 | – | 13G (passive) amendment | Dec 22, 2023 |
| Pegasus Investors IV, L.P. | 1,731,498 | 14.13% | 13D (active) amendment | Jan 6, 2026 |
| Mills Richard C | 1,703,927 | 11.90% | 13D (active) amendment | Jun 30, 2026 |
| Mink Brook Capital GP LLC | 1,166,954 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| Ellis Thomas B | 10,000,001 | 19.90% | 13D (active) | Nov 6, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CREX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Mink Brook Asset Management LLC | 1,166,954 | 8.63% | $4.82M | +403,575 | 2.13% |
| Cerity Partners LLC | 331,926 | 2.45% | $1.37M | – | 0.00% |
| Perkins Capital Management Inc | 300,050 | 2.22% | $1.24M | New | 0.93% |
| Vanguard Capital Management LLC | 284,981 | 2.11% | $1.18M | +29,435 | 0.00% |
| Union Square Park Capital Management, LLC | 253,363 | 1.87% | $1.05M | New | 0.38% |
| AWM Investment Company, Inc. | 200,000 | 1.48% | $826.00K | New | 0.07% |
| MYDA Advisors LLC | 200,000 | 1.48% | $826.00K | New | 0.12% |
| North Star Investment Management Corp. | 160,000 | 1.18% | $660.80K | – | 0.04% |
| Prospera Financial Services Inc | 133,176 | 0.98% | $550.02K | – | 0.01% |
| Raymond James Financial Inc | 110,432 | 0.82% | $456.08K | – | 0.00% |
| Geode Capital Management, LLC | 78,267 | 0.58% | $323.34K | −7,134 | 0.00% |
| Advisory Services Network, LLC | 70,000 | 0.52% | $289.10K | −10,000 | 0.00% |
| Renaissance Technologies LLC | 68,803 | 0.51% | $284.16K | +301 | 0.00% |
| Sentinus, LLC | 64,300 | 0.48% | $265.56K | −600 | 0.02% |
| Sargent Investment Group, LLC | 56,650 | 0.42% | $233.97K | +250 | 0.03% |
| Worth Venture Partners, LLC | 51,720 | 0.38% | $213.60K | +23,100 | 0.48% |
| Vanguard Fiduciary Trust Co | 49,114 | 0.36% | $202.84K | +327 | 0.00% |
| Citadel Advisors LLC | 41,642 | 0.31% | $171.98K | −32,237 | 0.00% |
| Dimensional Fund Advisors LP | 38,766 | 0.29% | $160.10K | −16,124 | 0.00% |
| BlackRock, Inc. | 32,213 | 0.24% | $133.04K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 4M | 28.1% | 7 / 8 | 10 / 1 | 1M | 0M |
| Q1 2026 | 30 | 2M | 18.0% | 10 / 5 | 4 / 5 | 1M | 0M |
| Q4 2025 | 27 | 2M | 12.2% | 6 / 8 | 4 / 9 | 0M | 0M |
| Q3 2025 | 30 | 1M | 11.0% | 4 / 9 | 9 / 1 | 0M | 0M |
| Q2 2025 | 27 | 2M | 11.3% | 3 / 9 | 8 / 6 | 0M | 0M |
| Q1 2025 | 30 | 2M | 11.4% | 3 / 8 | 5 / 4 | 0M | 0M |
| Q4 2024 | 31 | 2M | 12.5% | 8 / 11 | 3 / 3 | 0M | 0M |
| Q3 2024 | 27 | 2M | 11.4% | 5 / 9 | 1 / 1 | 0M | 0M |
| Q2 2024 | 24 | 1M | 10.8% | 8 / 6 | 5 / 5 | 0M | 0M |
| Q1 2024 | 21 | 1M | 8.8% | 6 / 8 | 1 / 3 | 0M | 0M |
| Q4 2023 | 18 | 1M | 8.7% | 4 / 7 | 2 / 2 | 0M | 0M |
| Q3 2023 | 17 | 1M | 9.7% | 6 / 4 | 2 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CREX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 176,816 | 1.31% | $730.25K | 0.00% | Jun 30, 2026 |
| North Star Micro Cap Fund | 160,000 | 1.18% | $588.80K | 0.32% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 88,403 | 0.65% | $365.10K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 46,837 | 0.35% | $172.36K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 30,245 | 0.22% | $124.91K | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 18,097 | 0.13% | $56.82K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 11,558 | 0.09% | $42.53K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 9,564 | 0.07% | $35.20K | 0.00% | May 31, 2026 |
| Dimensional US Core Equity 1 ETF | 3,789 | 0.03% | $11.90K | 0.00% | Jul 31, 2026 |
| U.S. Social Core Equity 2 Portfolio | 3,339 | 0.02% | $10.48K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 3,139 | 0.02% | $9.86K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,968 | 0.01% | $8.13K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 1,698 | 0.01% | $5.33K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 1,283 | 0.01% | $4.03K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 246 | 0.00% | $772 | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Richard C. Mills | Chief Executive Officer, Director | 981,926 | 7.26% | Jul 2, 2026 |
| Tamra L. Koshewa | Chief Financial Officer | 28,571 | 0.21% | Jul 2, 2026 |
| David Ryan Mudd | Interim CFO | 50,000 | 0.37% | Jul 3, 2025 |
| Donald A. Harris | Director | 187,761 | 1.39% | Apr 15, 2026 |
| David Arthur Bell | Director | 63,735 | 0.47% | Apr 15, 2026 |
| Stephen Nesbit | Director | 101,389 | 0.75% | Apr 15, 2026 |
| Michael Bosco | Director | 2,117 | 0.02% | Mar 10, 2026 |
| Thomas B. Ellis | Director, 10% owner | 2,117 | 0.02% | Mar 3, 2026 |
| Daniel Francis McGrath | Director | 2,117 | 0.02% | Feb 26, 2026 |
| North Run Strategic Opportunities Fund I, LP | Director, 10% owner | – | – | Jan 9, 2026 |
| NR-SOF I (Co-Invest I), LP | 10% owner | – | – | Jan 9, 2026 |
| Todd B. Hammer | 10% owner | – | – | Jan 9, 2026 |
| North Run Strategic Opportunities Fund I GP, LLC | 10% owner | – | – | Jan 9, 2026 |
| Slipstream Funding, LLC | 10% owner | – | – | Jan 7, 2026 |
| Pegasus Investors IV, L.P. | 10% owner | – | – | Jan 7, 2026 |
| Craig M. Cogut | 10% owner | – | – | Jan 7, 2026 |
| Gp Llc Bcom | 10% owner | – | – | Jan 7, 2026 |
| Capital Llc Pegasus | 10% owner | 0 | – | Jan 7, 2026 |
| Slipstream Communications, LLC | 10% owner | 28,570,934 | 211.22% | Jan 7, 2026 |
| BCOM Holdings, LP | 10% owner | 28,570,934 | 211.22% | Jan 7, 2026 |
| Business Services Holdings, LLC | 10% owner | 28,570,934 | 211.22% | Jan 7, 2026 |
| Pegasus Investors IV GP, LLC | 10% owner | – | – | Jan 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tamra L. Koshewa Chief Financial Officer | Jun 30, 2026 | Buy | +28,571 | $3.50 | $100.00K | 28,571 |
| Richard C. Mills Chief Executive Officer, Director | Jun 30, 2026 | Buy | +200,000 | $3.50 | $700.00K | 952,601 |
| Donald A. Harris Director | Jan 28, 2026 | Award | +13,794 | – | – | 187,761 |
| David Arthur Bell Director | Jan 28, 2026 | Award | +13,794 | – | – | 63,735 |
| Stephen Nesbit Director | Jan 28, 2026 | Award | +13,794 | – | – | 101,389 |
| Michael Bosco Director | Jan 28, 2026 | Award | +2,117 | – | – | 2,117 |
| Thomas B. Ellis Director, 10% owner | Jan 28, 2026 | Award | +2,117 | – | – | 2,117 |
| Daniel Francis McGrath Director | Jan 28, 2026 | Award | +2,117 | – | – | 2,117 |
| Capital Llc Pegasus 10% owner | Jan 6, 2026 | Sale | −1,425,485 | $2.52 | $3.59M | 0 |
| Richard C. Mills Chief Executive Officer, Director | Jul 3, 2025 | Award | +450,000 | – | – | 752,601 |
| David Ryan Mudd Interim CFO | Jul 3, 2025 | Award | +50,000 | – | – | 50,000 |
| Richard C. Mills Chief Executive Officer, Director | Jun 2, 2025 | Buy | +16,000 | $3.26 | $52.16K | 302,601 |
| Donald A. Harris Director | Apr 1, 2025 | Award | +6,799 | – | – | 167,813 |
| Donald A. Harris Director | Apr 1, 2025 | Award | +6,154 | – | – | 173,967 |
| Donald A. Harris Director | Apr 1, 2025 | Award | +12,245 | – | – | 161,014 |
| David Arthur Bell Director | Apr 1, 2025 | Award | +12,245 | – | – | 43,142 |
| David Arthur Bell Director | Apr 1, 2025 | Award | +6,799 | – | – | 49,941 |
| Stephen Nesbit Director | Apr 1, 2025 | Award | +6,799 | – | – | 78,608 |
| Stephen Nesbit Director | Apr 1, 2025 | Award | +8,987 | – | – | 87,595 |
| Stephen Nesbit Director | Apr 1, 2025 | Award | +12,245 | – | – | 71,809 |
| Laurence W. Lytton 10% owner | Jan 23, 2024 | Sale | −5,400 | $2.96 | $15.98K | 1,037,404 |
| Laurence W. Lytton 10% owner | Jan 22, 2024 | Sale | −4,800 | $2.81 | $13.49K | 1,042,804 |
| Laurence W. Lytton 10% owner | Jan 18, 2024 | Sale | −4,600 | $2.67 | $12.28K | 1,047,604 |
| Laurence W. Lytton 10% owner | Dec 12, 2023 | Buy | +10,000 | $1.90 | $19.00K | 1,052,204 |
| Laurence W. Lytton 10% owner | Dec 8, 2023 | Buy | +1,000 | $1.96 | $1.96K | 1,042,204 |
| Richard C. Mills Chief Executive Officer, Director | Aug 21, 2023 | Buy | +50,000 | $2.00 | $100.00K | 297,712 |
| William Lindsey Logan IV Chief Financial Officer | Aug 21, 2023 | Buy | +12,500 | $2.00 | $25.00K | 14,523 |
| David Arthur Bell Director | Jan 3, 2023 | Award | +38,710 | – | – | 92,691 |
| Dennis McGill Director | Jan 3, 2023 | Award | +38,710 | – | – | 86,339 |
| Donald A. Harris Director | Jan 3, 2023 | Award | +38,710 | – | – | 446,308 |
| Stephen Nesbit Director | Jan 3, 2023 | Award | +38,710 | – | – | 178,691 |
| Richard C. Mills CHIEF EXECUTIVE OFFICER, Director | Aug 23, 2022 | Buy | +15,000 | $0.64 | $9.60K | 743,134 |
| Richard C. Mills CHIEF EXECUTIVE OFFICER, Director | Aug 22, 2022 | Buy | +25,875 | $0.62 | $16.04K | 728,134 |
| Donald A. Harris Director | Aug 19, 2022 | Buy | +50,000 | $0.64 | $32.00K | 407,598 |
| Donald A. Harris Director | May 19, 2022 | Buy | +91,305 | $0.70 | $63.91K | 357,598 |
| Stephen Nesbit Director | Mar 30, 2022 | Buy | +5,539 | $0.85 | $4.71K | 139,981 |
| Stephen Nesbit Director | Mar 30, 2022 | Buy | +80,261 | $0.86 | $69.02K | 134,242 |
| Stephen Nesbit Director | Mar 30, 2022 | Buy | +100 | $0.86 | $86 | 134,442 |
| Stephen Nesbit Director | Mar 30, 2022 | Buy | +100 | $0.86 | $86 | 134,342 |
| Stephen Nesbit Director | Mar 30, 2022 | Buy | +171,800 | $0.86 | $147.75K | 225,781 |
| Donald A. Harris Director | Mar 25, 2022 | Buy | +75,400 | $0.86 | $64.84K | 266,293 |
| Donald A. Harris Director | Nov 17, 2021 | Award | +10,860 | – | – | 190,893 |
| Dennis McGill Director | Nov 17, 2021 | Award | +10,860 | – | – | 47,629 |
| Stephen Nesbit Director | Nov 17, 2021 | Award | +10,860 | – | – | 53,981 |
| David Arthur Bell Director | Nov 17, 2021 | Award | +10,860 | – | – | 53,981 |
| David Arthur Bell Director | Oct 25, 2021 | Award | +4,630 | – | – | 43,121 |
| Stephen Nesbit Director | Oct 25, 2021 | Award | +4,630 | – | – | 43,121 |
| Dennis McGill Director | Oct 25, 2021 | Award | +4,630 | – | – | 36,769 |
| Donald A. Harris Director | Oct 25, 2021 | Award | +4,630 | – | – | 180,033 |
| Stephen Nesbit Director | Jul 1, 2021 | Award | +2,881 | – | – | 38,491 |
| David Arthur Bell Director | Jul 1, 2021 | Award | +2,881 | – | – | 38,491 |
| Dennis McGill Director | Jul 1, 2021 | Award | +2,881 | – | – | 32,139 |
| Donald A. Harris Director | Jul 1, 2021 | Award | +2,881 | – | – | 175,403 |
| Donald A. Harris Director | May 21, 2021 | Buy | +50,000 | $1.32 | $66.00K | 172,522 |
| Donald A. Harris Director | Apr 1, 2021 | Award | +3,416 | – | – | 122,522 |
| Dennis McGill Director | Apr 1, 2021 | Award | +3,416 | – | – | 29,258 |
| Stephen Nesbit Director | Apr 1, 2021 | Award | +3,416 | – | – | 35,610 |
| David Arthur Bell Director | Apr 1, 2021 | Award | +3,416 | – | – | 35,610 |
| David Arthur Bell Director | Jan 1, 2021 | Award | +4,845 | – | – | 32,194 |
| Dennis McGill Director | Jan 1, 2021 | Award | +4,845 | – | – | 25,842 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.