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Equibles

Cerity Partners LLC

Position in CREX — Creative Realities, Inc.

CIK 1566475 NEW YORK, NY
Back to CREX Full portfolio

Position in CREX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,370,853
+$229,028 QoQ
Shares Held
331,926
0.0% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 36 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CREX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. CREX ranks #49 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UBER
Uber Technologies, Inc
 1,175,117 $84,796,442
2 NOW
ServiceNow, Inc.
 604,392 $60,004,037
3 CRM
Salesforce, Inc.
 380,070 $59,541,765
4 ADP
Automatic Data Processing Inc
 246,431 $55,188,221
5 DDOG
Datadog, Inc.
 192,403 $50,094,044
6 PAYX
Paychex Inc
 476,046 $46,809,602
7 INTU
Intuit Inc.
 160,046 $41,772,006
8 ADBE
Adobe Inc.
 197,288 $40,447,984

All Filings in CREX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,370,853 331,926
2026-03-31 $1,141,825 331,926
2025-12-31 $866,326 331,926
2025-09-30 $760,110 331,926
2025-06-30 $1,118,590 331,926
2025-03-31 $616,055 315,926
2024-12-31 $774,018 315,926
2024-09-30 $1,450,100 315,926
2024-06-30 $1,481,692 315,926
2024-03-31 $1,002,541 265,926
2023-12-31 $627,585 265,926
2023-09-30 $412,185 265,926
2023-06-30 $811,074 265,926