Position in CREX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,141,825
+$275,499 QoQ
Shares Held
331,926
0.0% QoQ
Ownership
3.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cerity Partners LLC holds $852,514,705 across 88 Software - Application names. CREX ranks #50 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
601,125 | $112,212,003 | |
| 2 | INTU |
Intuit Inc.
|
219,668 | $94,980,048 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,167,261 | $83,961,082 | |
| 4 | ADBE |
Adobe Inc.
|
269,704 | $65,559,646 | |
| 5 | NOW |
ServiceNow, Inc.
|
616,014 | $64,404,262 | |
| 6 | ADP |
Automatic Data Processing Inc
|
232,064 | $47,150,762 | |
| 7 | ADSK |
Autodesk, Inc.
|
184,369 | $44,137,937 | |
| 8 | ROP |
Roper Technologies Inc
|
111,973 | $39,622,764 |
All Filings in CREX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,141,825 | 331,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $866,326 | 331,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $760,110 | 331,926 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,118,590 | 331,926 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $616,055 | 315,926 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $774,018 | 315,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,450,100 | 315,926 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,481,692 | 315,926 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,002,541 | 265,926 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $627,585 | 265,926 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $412,185 | 265,926 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $811,074 | 265,926 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||