Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,214,723
+$6,372,719 QoQ
Shares Held
66,107
+38.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#229
of 1,214 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 24%
Shared 19%
None 57%
Common Shares in NET 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. NET ranks #11 (0.6% 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 NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,214,723 | 66,107 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,842,004 | 47,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,052,700 | 30,701 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,196,490 | 33,536 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,391,395 | 27,531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,385,421 | 21,168 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,011,354 | 18,679 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,489,670 | 18,416 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $375,302 | 4,531 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $791,682 | 8,176 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $649,511 | 7,801 | Shares | Other | 2024-01-26 | |
| 2021-12-31 | $206,849 | 1,573 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||