Position in SSNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,314,515
+$4,000,546 QoQ
Shares Held
117,881
+140.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 719 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 19%
Shared 12%
None 69%
Common Shares in SSNC 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. SSNC ranks #26 (0.9% 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 SSNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,314,515 | 117,881 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,313,969 | 49,045 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,019,197 | 148,927 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,933,753 | 78,118 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,895,170 | 83,275 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,256,752 | 86,876 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $5,786,863 | 76,364 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,747,436 | 63,973 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,614,504 | 25,762 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,810,961 | 59,204 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $457,347 | 7,484 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $200,335 | 3,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $391,476 | 6,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $225,145 | 3,987 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $280,340 | 5,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $867,391 | 14,937 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,485,396 | 19,800 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $351,038 | 4,282 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $564,051 | 12,872 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||