Position in AI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,737,323
-$4,688,983 QoQ
Shares Held
206,333
-56.7% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 15.431850455331913.ToString("F0")%
Shared 0.ToString("F0")%
None 84.56814954466807.ToString("F0")%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cerity Partners LLC holds $2,285,413,280 across 70 Software - Infrastructure names. AI ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,102,747 | $1,518,713,855 | |
| 2 | ORCL |
Oracle Corp
|
1,171,690 | $172,367,315 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,035,004 | $165,931,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
866,938 | $126,815,689 | |
| 5 | SNPS |
Synopsys Inc
|
121,711 | $48,255,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
430,179 | $35,154,226 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
291,489 | $28,450,054 | |
| 8 | XYZ |
Block, Inc.
|
410,501 | $24,703,949 |
All Filings in AI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,737,323 | 206,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,426,306 | 476,729 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,278,878 | 477,444 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $584,372 | 23,784 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $569,886 | 27,073 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $801,599 | 23,282 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $584,742 | 24,133 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $481,373 | 16,622 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $232,585 | 8,592 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $454,938 | 15,846 | Shares | Sole | 2024-01-26 | |
| 2021-09-30 | $372,573 | 8,040 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $502,741 | 8,040 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $529,916 | 8,040 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $277,500 | 2,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||