Position in GTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,868,041
-$11,272,267 QoQ
Shares Held
814,054
-48.7% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 3%
None 96%
Common Shares in GTM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cerity Partners LLC holds $841,245,849 across 88 Software - Application names. GTM ranks #24 (0.6% 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 GTM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||