Novanta Inc.
US ˙ NasdaqGS ˙ CA67000B1040

SecurityNOVT / Novanta Inc.
InstitutionCreative Planning
Latest Disclosed Ownership30,046 shares
Latest Disclosed Value $ 3,548,730
Creative Planning reports 39.59% increase in ownership of NOVT / Novanta Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 30,046 shares of Novanta Inc. (US:NOVT) valued at $3,548,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,524 shares of Novanta Inc.. This represents a change in shares of 39.59% during the quarter. The current value of the position is $5,015,879 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F NOVANTA COM 67000B104 30,046 8,522 39.59 3,549 38.54 0.0024
2026-02-17 2025-12-31 13F NOVANTA COM 67000B104 21,524 9,580 80.21 2,561 114.13 0.0018
2025-11-14 2025-09-30 13F NOVANTA COM 67000B104 11,944 -5,348 -30.93 1,196 -46.34 0.0009
2025-08-08 2025-06-30 13F NOVANTA COM 67000B104 17,292 3,145 22.23 2,229 23.22 0.0019
2025-05-15 2025-03-31 13F NOVANTA COM 67000B104 14,147 4,738 50.36 1,809 25.89 0.0017
2025-02-14 2024-12-31 13F NOVANTA COM 67000B104 9,409 -155 -1.62 1,437 -16.01 0.0014
2024-10-11 2024-09-30 13F NOVANTA COM 67000B104 9,564 2,392 33.35 1,711 46.36 0.0017
2024-08-15 2024-06-30 13F NOVANTA COM 67000B104 7,172 186 2.66 1,170 -4.18 0.0012
2024-05-13 2024-03-31 13F NOVANTA COM 67000B104 6,986 3,404 95.03 1,221 102.32 0.0014
2024-02-14 2023-12-31 13F NOVANTA COM 67000B104 3,582 939 35.53 603 59.10 0.0011
2023-11-16 2023-09-30 13F NOVANTA COM 67000B104 2,643 186 7.57 379 -16.15 0.0005
2023-07-21 2023-06-30 13F NOVANTA COM 67000B104 2,457 1,097 80.66 452 109.26 0.0006
2023-05-15 2023-03-31 13F NOVANTA COM 67000B104 1,360 1,360 216 0.0003
2019-11-01 2019-09-30 13F NOVANTA COM 67000B104 0 -11,970 -100.00 0 -100.00
2019-07-26 2019-06-30 13F NOVANTA COM 67000B104 11,970 2,270 23.40 1,129 37.35 0.0038
2019-04-24 2019-03-31 13F NOVANTA COM 67000B104 9,700 0 0.00 822 34.53 0.0030
2019-02-12 2018-12-31 13F/A-1 NOVANTA COM 67000B104 9,700 -15 -0.15 611 -8.12 0.0025
2019-02-01 2018-12-31 13F NOVANTA COM 67000B104 9,700 -15 611
2018-10-25 2018-09-30 13F NOVANTA COM 67000B104 9,715 15 0.15 665 10.10 0.0025
2018-07-20 2018-06-30 13F NOVANTA COM 67000B104 9,700 -17 -0.17 604 19.13 0.0024
2018-04-18 2018-03-31 13F NOVANTA COM 67000B104 9,717 9,717 507 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.