Generalist · New York, NY
Cerity Partners LLC
- Software
- $3.3B
- Weight of 13F
- 4.0%
- Names
- 114
- Vs prior quarter
- +$371M
Filed 14 August 2026.
8,447 positions in the whole 13F.
Software held
- MicrosoftMSFT4,142,310 shares · 46.7% of their software$1.5BFlat
- Palo Alto NetworksPANW1,012,015 shares · 10.4% of their software$345M+$179M
- CrowdStrikeCRWD292,657 shares · 6.7% of their software$223MFlat
- OracleORCL1,223,064 shares · 5.4% of their software$179M+$6.9M
- PalantirPLTR909,588 shares · 3.2% of their software$106M−$20.7M
- ServiceNowNOW604,392 shares · 1.8% of their software$60.0M−$4.4M
- SalesforceCRM380,070 shares · 1.8% of their software$59.5M−$52.7M
- FortinetFTNT382,110 shares · 1.8% of their software$58.7M+$23.5M
- SynopsysSNPS130,991 shares · 1.8% of their software$58.4M+$10.2M
- DatadogDDOG218,403 shares · 1.5% of their software$50.1M+$36.6M
- IntuitINTU160,046 shares · 1.3% of their software$41.8M−$53.2M
- AdobeADBE197,288 shares · 1.2% of their software$40.5M−$25.1M