Position in PSFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$150,833
+$71,137 QoQ
Shares Held
20,192
+72.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 146 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 4%
Shared 26%
None 70%
Common Shares in PSFE 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. PSFE ranks #71 (0.0% 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 PSFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,833 | 20,192 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $79,696 | 11,703 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $179,497 | 13,893 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||