Position in TEAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,800,909
+$10,990,721 QoQ
Shares Held
241,688
+111.2% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#84
of 695 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 7%
Shared 23%
None 70%
Common Shares in TEAM 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. TEAM ranks #14 (2.3% 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 TEAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,800,909 | 241,688 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,810,188 | 114,435 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,288,469 | 229,977 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,669,273 | 48,023 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,589,270 | 37,369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,780,467 | 36,664 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,147,000 | 21,148 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,861,279 | 18,017 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,184,565 | 6,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,945,832 | 9,973 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $943,114 | 3,965 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $609,366 | 3,024 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $680,972 | 4,058 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $735,346 | 4,296 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $330,192 | 2,566 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||