Position in S
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,269,980
+$3,790,521 QoQ
Shares Held
546,257
+28.4% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 484 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 7%
Shared 25%
None 68%
Common Shares in S 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. S ranks #20 (0.3% 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 S
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,269,980 | 546,257 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,479,459 | 425,424 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,343,875 | 222,925 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,105,274 | 62,764 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $577,611 | 31,598 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $888,747 | 48,886 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $515,883 | 23,238 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,315,480 | 54,995 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||