Position in GTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,529,109
+$6,661,068 QoQ
Shares Held
3,934,850
+383.4% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 333 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in GTM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. GTM ranks #19 (1.4% 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 GTM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,529,109 | 3,934,850 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,868,041 | 814,054 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,140,308 | 1,587,051 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,597,005 | 329,698 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,864,949 | 381,912 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,338,100 | 233,810 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,250,553 | 118,987 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,268,389 | 122,906 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,776,243 | 139,095 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,996,440 | 124,544 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,125,055 | 114,930 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,003,554 | 427,046 | Shares | Sole | 2023-11-14 | |
| 2020-12-31 | $203,964 | 4,229 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||