Position in U
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,583,429
+$7,441,387 QoQ
Shares Held
300,330
+477.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 558 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 14%
Shared 21%
None 66%
Common Shares in U 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. U ranks #23 (1.1% 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 U
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,583,429 | 300,330 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,142,042 | 52,053 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,418,217 | 54,748 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,323,481 | 58,029 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,348,472 | 55,722 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,501,858 | 127,711 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,356,154 | 60,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,775,172 | 78,478 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $879,210 | 54,072 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $886,626 | 33,207 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $971,914 | 23,769 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $741,086 | 23,609 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $896,753 | 20,653 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $345,388 | 10,647 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $291,532 | 10,197 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $204,130 | 5,544 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $521,447 | 5,256 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,990,492 | 20,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,500,912 | 27,730 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $7,502,487 | 68,310 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,779,952 | 67,590 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||