Position in PCTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,223,032
+$3,828,903 QoQ
Shares Held
97,800
+65.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 462 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 6%
Shared 28%
None 67%
Common Shares in PCTY 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. PCTY ranks #21 (1.3% 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 PCTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,223,032 | 97,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,394,129 | 59,183 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,418,724 | 42,090 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,476,920 | 28,109 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,486,276 | 19,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,276,951 | 17,492 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,137,064 | 15,727 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,812,078 | 17,046 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,747,276 | 13,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,693,389 | 15,672 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $362,340 | 2,198 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $264,191 | 1,454 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $467,045 | 2,531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $420,022 | 2,113 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $280,511 | 1,444 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $314,778 | 1,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $211,920 | 1,215 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $249,384 | 1,056 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||