Cerity Partners LLC

Position in AI — C3.ai, Inc.

CIK 1566475 NEW YORK, NY

Position in AI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,886,601

+$149,278 QoQ

Shares Held

207,547

+0.6% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#57

of 316 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Technology · as of Jun 30, 2026

Cerity Partners LLC holds $2,816,204,418 across 73 Software - Infrastructure names. AI ranks #40 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,142,310	$1,545,164,473
2	PANW	Palo Alto Networks Inc	1,012,015	$345,117,351
3	CRWD	CrowdStrike Holdings, Inc.	1,170,628	$223,338,262
4	ORCL	Oracle Corp	1,223,064	$179,240,028
5	PLTR	Palantir Technologies Inc.	909,588	$106,121,631
6	FTNT	Fortinet, Inc.	382,110	$58,699,737
7	SNPS	Synopsys Inc	130,991	$58,431,154
8	XYZ	Block, Inc.	434,332	$33,009,232

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,886,601	207,547	+0.6%	Shares	Defined	2026-08-14
2026-03-31	$1,737,323	206,333	-56.7%	Shares	Sole	2026-05-15
2025-12-31	$6,426,306	476,729	-0.1%	Shares	Sole	2026-02-11
2025-09-30	$8,278,878	477,444	+1907.4%	Shares	Sole	2025-10-22
2025-06-30	$584,372	23,784	-12.1%	Shares	Other	2025-08-13
2025-03-31	$569,886	27,073	+16.3%	Shares	Sole	2025-04-30
2024-12-31	$801,599	23,282	-3.5%	Shares	Other	2025-02-13
2024-09-30	$584,742	24,133	+45.2%	Shares	Sole	2024-11-12
2024-06-30	$481,373	16,622	+93.5%	Shares	Sole	2024-08-13
2024-03-31	$232,585	8,592	-45.8%	Shares	Defined	2024-05-14
2023-12-31	$454,938	15,846	+97.1%	Shares	Sole	2024-01-26
2021-09-30	$372,573	8,040	0.0%	Shares	Sole	2021-10-25
2021-06-30	$502,741	8,040	0.0%	Shares	Sole	2021-08-11
2021-03-31	$529,916	8,040	+302.0%	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.