Generalist · New York, NY
Cerity Partners
Q4 2024 · compared with Q3 2024
Filed as Cerity Partners LLC
- Software
- $2.9B
- Weight of 13F
- 6.3%
- Names
- 123
- Net bought
- +$101M
Filed 13 February 2025 · SEC filing.
2,413 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026186 names · $6.7M in calls, not in the total$3.7B+$44.4M
- Q1 2026171 names · $1.8M in calls, not in the total$3.3B+$196M
- Q4 2025150 names · $48K in calls, not in the total$4.1B+$690M
- Q3 2025150 names$4.2B+$114M
- Q2 2025144 names$4.0B+$339M
- Q1 2025127 names$2.9B+$256M
- Q4 2024123 names$2.9B+$101M
- Q3 2024125 names$2.9B+$441M
- Q2 2024100 names$2.4B−$96.8M
- Q1 2024105 names$2.4B+$197M
- Q4 202381 names$1.8B+$183M
- Q3 202361 names$1.2B−$262M
- Q2 202365 names$1.5B+$56.3M
- Q1 202379 names$1.9B+$137M
- Q4 202263 names$903M+$502M
- Q3 202248 names$365M+$9.5M
- Q2 202249 names$401M+$220M
- Q1 202246 names$308M+$6.0M
- Q4 202155 names$350M+$58.8M
- Q3 202140 names$269M−$2.7M
- Q2 202144 names$264M+$52.9M
- Q1 202143 names$183M+$16.5M
- Q4 202037 names$170M+$16.5M
- Q3 202030 names$141M+$53.5M
- Q2 202028 names$76.0M+$5.9M
- Q1 202023 names$52.7M+$2.3M
- Q4 201923 names$57.0M−$8.2M
- Q3 201918 names$60.6M+$5.6M
- Q2 201918 names$55.6M−$13.7M
- Q1 201924 names$65.6M−$19.8M
- Q4 201820 names$74.3M+$19.2M
- Q3 201819 names$66.4M−$975K
- Q2 201819 names$59.8M+$718K
- Q1 201815 names$53.7M+$2.1M
- Q4 201716 names$51.0MFlat
- Q3 201717 names$45.5M+$18.5M
- Q2 201711 names$24.8M−$3.8M
- Q1 201713 names$27.2M+$20.5M
- Q4 20162 names$4.8M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,122,622 shares · 45.5% of their software · price −$27.5M$1.3B−$29.2M
- SalesforceCRM533,151 shares · 6.0% of their software · price +$32.3M$175M−$5.6M
- Palo Alto NetworksPANW819,398 shares · 5.3% of their software · price −$131M$153M+$130M
- OracleORCL848,151 shares · 4.9% of their software · price −$3.2M$142M−$6.3M
- AdobeADBE284,118 shares · 4.5% of their software · price −$20.8M$130M−$11.1M
- CrowdStrikeCRWD274,868 shares · 3.2% of their software · price +$17.0M$93.7MFlat
- IntuitINTU140,891 shares · 3.0% of their software · price +$1.1M$88.4M−$8.1M
- ServiceNowNOW86,228 shares · 3.0% of their software · price +$14.3M$86.4M−$4.7M
- Fiserv, Inc.FISV406,592 shares · 2.9% of their software · price +$10.5M$82.9MFlat
- Automatic Data Processing, Inc.ADP184,281 shares · 1.8% of their software · price +$2.9M$53.5MFlat
- Paychex, Inc.PAYX355,338 shares · 1.7% of their software · price +$2.1M$49.7M−$605K
- PalantirPLTR630,088 shares · 1.5% of their software · price +$24.2M$43.0M+$3.1M
- Uber Technologies, Inc.UBER572,367 shares · 1.2% of their software · price −$8.5M$35.7M+$10.7M
- AutodeskADSK111,115 shares · 1.1% of their software · price +$2.2M$32.6M+$585K
- Roper Technologies, Inc.ROP57,626 shares · 1.0% of their software · price −$2.1M$30.2M−$816K
- FortinetFTNT277,230 shares · 0.9% of their software · price +$4.7M$25.7MFlat
- SynopsysSNPS47,928 shares · 0.8% of their software · price −$1.0M$23.7MFlat
- WorkdayWDAY84,708 shares · 0.7% of their software · price +$1.2M$21.7M+$1.5M
- SAPSAP72,583 shares · 0.6% of their software · price +$1.2M$17.5M+$1.4M
- DuolingoDUOL51,580 shares · 0.6% of their software · price +$2.2M$16.7MFlat
- VeevaVEEV75,222 shares · 0.5% of their software$15.8MFlat
- VeriskVRSK45,260 shares · 0.4% of their software$12.3M−$529K
- Corpay, Inc.CPAY31,443 shares · 0.4% of their software · price +$807K$10.5M+$667K
- SnowflakeSNOW62,253 shares · 0.3% of their software · price +$2.5M$9.5M+$952K
- Clear Secure, Inc.YOU345,137 shares · 0.3% of their software · price −$2.2M$9.2M+$10.7M
- TwilioTWLO86,521 shares · 0.3% of their software · price +$3.7M$9.2M+$1.4M
- ZoomZM112,324 shares · 0.3% of their software · price +$1.3M$9.1M+$1.4M
- DocuSignDOCU100,811 shares · 0.3% of their software · price +$2.8M$9.0MFlat
- ShopifySHOP91,447 shares · 0.3% of their software · price +$2.4M$8.9MFlat
- The Trade DeskTTD75,123 shares · 0.3% of their software · price +$592K$8.7MFlat
- VeriSign, Inc.VRSN36,481 shares · 0.3% of their software · price +$620K$7.4M+$1.8M
- Manhattan AssociatesMANH20,715 shares · 0.2% of their software$5.8MFlat
- SS&CSSNC76,364 shares · 0.2% of their software$5.7M+$920K
- DatadogDDOG39,704 shares · 0.2% of their software · price +$1.1M$5.6MFlat
- NetApp, Inc.NTAP45,116 shares · 0.2% of their software$5.3M−$526K
- OktaOKTA66,734 shares · 0.2% of their software$5.2M+$916K
- BroadridgeBR23,458 shares · 0.2% of their software$5.2MFlat
- AppLovinAPP17,660 shares · 0.2% of their software · price +$3.4M$5.2MFlat
- CadenceCDNS16,798 shares · 0.2% of their software$4.8MFlat
- AmplitudeAMPL455,368 shares · 0.2% of their software · price +$719K$4.8MFlat
- AtlassianTEAM21,148 shares · 0.2% of their software · price +$1.8M$4.7MFlat
- TrimbleTRMB67,768 shares · 0.2% of their software · price +$581K$4.6MFlat
- HubSpotHUBS6,569 shares · 0.1% of their software · price +$1.1M$4.3M+$617K
- ZscalerZS22,860 shares · 0.1% of their software$4.1M+$2.1M
- GuidewireGWRE22,506 shares · 0.1% of their software$3.8MFlat
- Block, Inc.XYZ45,778 shares · 0.1% of their software · price +$818K$3.8M+$564K
- AppFolioAPPF14,898 shares · 0.1% of their software$3.7MFlat
- UiPathPATH267,705 shares · 0.1% of their software$3.4M+$1.5M
- Strategy IncMSTR11,743 shares · 0.1% of their software · price +$1.4M$3.3M+$940K
- GoDaddyGDDY17,189 shares · 0.1% of their software · price +$698K$3.1MFlat
- DropboxDBX104,295 shares · 0.1% of their software$3.1MFlat
- Fair IsaacFICO1,568 shares · 0.1% of their software$3.1MFlat
- GitLabGTLB55,000 shares · 0.1% of their software$3.1MFlat
- CoStarCSGP41,602 shares · 0.1% of their software$3.0M+$2.0M
- ProcorePCOR45,250 shares · 0.1% of their software · price +$598K$3.0M−$510K
- KlaviyoKVYO70,504 shares · 0.1% of their software$2.9M−$870K
- Daily Journal CorporationDJCO4,862 shares · 0.1% of their software$2.8MFlat
- ToastTOST73,931 shares · 0.1% of their software · price +$602K$2.7MFlat
- PaylocityPCTY15,727 shares · 0.1% of their software · price +$543K$2.7MFlat
- SamsaraIOT59,642 shares · 0.1% of their software$2.6M+$1.2M
- Tyler TechnologiesTYL4,350 shares · 0.1% of their software$2.5MFlat
- CCC Intelligent Solutions Holdings Inc.CCC226,881 shares · 0.1% of their software$2.5MFlat
- MongoDBMDB9,674 shares · 0.1% of their software$2.4MFlat
- FactSetFDS4,882 shares · 0.1% of their software$2.3MFlat
- NutanixNTNX36,418 shares · 0.1% of their software$2.2MFlat
- TeradataTDC64,533 shares · 0.1% of their software$2.0M+$517K
- PaycomPAYC10,458 shares · 0.1% of their software$1.9MFlat
- CloudflareNET18,679 shares · 0.1% of their software · price +$500K$1.9MFlat
- AkamaiAKAM19,205 shares · 0.1% of their software$1.9MFlat
- DoximityDOCS34,291 shares · 0.1% of their software$1.8M−$679K
- F5, Inc.FFIV7,179 shares · 0.1% of their software$1.8MFlat
- Gen DigitalGEN63,764 shares · 0.1% of their software$1.7MFlat
- PegasystemsPEGA19,080 shares · 0.1% of their software$1.7MFlat
- MagniteMGNI100,544 shares · 0.1% of their software$1.6MFlat
- Lyft, Inc.LYFT123,888 shares · 0.1% of their software$1.6M+$523K
- MorningstarMORN4,628 shares · 0.1% of their software$1.5M−$539K
- Check PointCHKP7,220 shares · 0.0% of their software$1.4MFlat
- UnityU60,354 shares · 0.0% of their software$1.4MFlat
- Consensus Cloud Solutions, Inc.CCSI57,069 shares · 0.0% of their software$1.3MFlat
- DoubleVerifyDV68,811 shares · 0.0% of their software$1.3MFlat
- WaystarWAY46,279 shares · 0.0% of their software$1.3MFlat
- ZoomInfoZI118,987 shares · 0.0% of their software$1.3M—
- NICENICE6,402 shares · 0.0% of their software$1.1MFlat
- PaymentusPAY31,402 shares · 0.0% of their software$1.0MFlat
- WEX Inc.WEX5,307 shares · 0.0% of their software$1.0MFlat
- OpenTextOTEX33,282 shares · 0.0% of their software$969KFlat
- Amdocs LimitedDOX10,742 shares · 0.0% of their software$923KFlat
- DynatraceDT15,101 shares · 0.0% of their software$818KFlat
- C3.aiAI23,282 shares · 0.0% of their software$797KFlat
- Creative Realities, Inc.CREX315,926 shares · 0.0% of their software · price −$676K$774KFlat
- PTCPTC3,983 shares · 0.0% of their software$720KFlat
- RingCentralRNG18,303 shares · 0.0% of their software$639KFlat
- BackblazeBLZE100,070 shares · 0.0% of their software$602KFlat
- Rimini Street, Inc.RMNI307,171 shares · 0.0% of their software$569KFlat
- SentinelOneS23,238 shares · 0.0% of their software$518K−$760K
- ProgressPRGS7,544 shares · 0.0% of their software$507KFlat
- AvePointAVPT41,420 shares · 0.0% of their software$496KFlat
- Shift4 Payments, Inc.FOUR4,629 shares · 0.0% of their software$480KFlat
- monday.comMNDY1,798 shares · 0.0% of their software$466KFlat
- ACI WorldwideACIW8,879 shares · 0.0% of their software$455KFlat
- VaronisVRNS9,420 shares · 0.0% of their software$447KFlat
- CommvaultCVLT2,822 shares · 0.0% of their software$429KFlat
- DescartesDSGX3,497 shares · 0.0% of their software$392KFlat
- ElasticESTC3,775 shares · 0.0% of their software$374KNew · Flat
- SPS CommerceSPSC1,916 shares · 0.0% of their software$372KFlat
- Zeta GlobalZETA17,417 shares · 0.0% of their software$353KFlat
- QualysQLYS2,457 shares · 0.0% of their software$337KFlat
- StoneCo Ltd.STNE33,318 shares · 0.0% of their software$278KNew · Flat
- SprinklrCXM33,546 shares · 0.0% of their software$277K−$7.4M
- Clearwater AnalyticsCWAN10,805 shares · 0.0% of their software$273KFlat
- PagSeguro Digital Ltd.PAGS40,187 shares · 0.0% of their software$254KNew · Flat
- WorkivaWK2,952 shares · 0.0% of their software$243KFlat
- WixWIX1,313 shares · 0.0% of their software$223KFlat
- Q2QTWO2,221 shares · 0.0% of their software$216KFlat
- InterDigital, Inc.IDCC1,347 shares · 0.0% of their software$216KFlat
- CourseraCOUR25,539 shares · 0.0% of their software$215KFlat
- Rubrik, Inc.RBRK3,196 shares · 0.0% of their software$209KNew · Flat
- BrazeBRZE5,237 shares · 0.0% of their software$208KNew · Flat
- OneSpan Inc.OSPN10,263 shares · 0.0% of their software$190KFlat
- Grab Holdings LimitedGRAB46,255 shares · 0.0% of their software$188KFlat
- Palladyne AI Corp.PDYN13,360 shares · 0.0% of their software$164KNew · Flat
- Sabre CorporationSABR23,816 shares · 0.0% of their software$87KFlat
- 8x8EGHT28,239 shares · 0.0% of their software$73K—