Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,009,232
+$8,305,283 QoQ
Shares Held
434,332
+5.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#98
of 1,073 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 90%
Shared 2%
None 8%
Common Shares in XYZ 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. XYZ ranks #8 (1.2% 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.
This page
|
434,332 | $33,009,232 |
All Filings in XYZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,009,232 | 434,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,703,949 | 410,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,448,148 | 406,332 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,826,551 | 25,274 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,861,078 | 27,397 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,592,249 | 29,307 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,890,672 | 45,778 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,508,983 | 37,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,937,086 | 30,037 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,008,426 | 35,569 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,841,626 | 23,809 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $677,133 | 15,299 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,410,285 | 21,185 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,416,730 | 20,637 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,267,545 | 20,171 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,191,578 | 21,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $664,013 | 10,804 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $873,264 | 6,440 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,836,207 | 11,369 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,026,994 | 4,282 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $905,473 | 3,714 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $819,650 | 3,610 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $720,170 | 3,309 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $445,874 | 2,743 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $219,744 | 2,094 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||