Position in CCSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,129,151
+$680,062 QoQ
Shares Held
55,810
-8.6% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 166 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 41%
Shared 36%
None 23%
Common Shares in CCSI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cerity Partners LLC holds $2,816,204,418 across 73 Software - Infrastructure names. CCSI ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in CCSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,129,151 | 55,810 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,449,089 | 61,040 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,292,986 | 59,257 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,614,586 | 54,974 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,280,706 | 55,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,364,443 | 59,118 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,361,666 | 57,069 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,399,859 | 59,442 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,192 | 15,960 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $769,130 | 48,495 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||