Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,575,449
+$4,632,059 QoQ
Shares Held
34,461
+21.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#198
of 867 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 17%
Shared 25%
None 58%
Common Shares in MDB 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. MDB ranks #15 (0.4% 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 MDB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,575,449 | 34,461 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,943,390 | 28,367 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,422,459 | 22,451 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,946,171 | 12,714 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,565,027 | 12,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,669,457 | 9,518 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,252,203 | 9,674 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,458,562 | 9,094 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,099,414 | 8,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,730,326 | 7,613 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,288,742 | 5,598 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $1,688,488 | 4,882 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,482,440 | 3,607 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $398,168 | 1,708 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $336,399 | 1,709 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $219,607 | 1,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,924 | 1,071 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $284,784 | 642 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $465,828 | 880 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $261,688 | 555 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $200,643 | 555 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||