Generalist · New York, NY
Cerity Partners
Q1 2025 · compared with Q4 2024
Filed as Cerity Partners LLC
- Software
- $2.9B
- Weight of 13F
- 5.9%
- Names
- 127
- Net bought
- +$256M
Filed 30 April 2025 · SEC filing.
2,465 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
- MicrosoftMSFT3,617,099 shares · 46.9% of their software · price −$167M$1.4B+$208M
- SalesforceCRM609,279 shares · 5.6% of their software · price −$40.2M$163M+$25.5M
- Palo Alto NetworksPANW854,579 shares · 5.0% of their software · price −$9.7M$146M+$6.4M
- OracleORCL1,021,466 shares · 4.9% of their software · price −$27.4M$143M+$28.9M
- Fiserv, Inc.FISV476,569 shares · 3.6% of their software · price +$7.3M$105M+$14.4M
- AdobeADBE262,672 shares · 3.5% of their software · price −$16.1M$101M−$9.5M
- CrowdStrikeCRWD278,179 shares · 3.4% of their software · price +$2.9M$98.1M+$1.1M
- ServiceNowNOW87,802 shares · 2.4% of their software · price −$23.2M$69.9M+$1.7M
- PalantirPLTR741,836 shares · 2.1% of their software · price +$6.5M$60.9M+$8.5M
- Uber Technologies, Inc.UBER814,107 shares · 2.1% of their software · price +$10.2M$59.3M+$14.6M
- Paychex, Inc.PAYX356,794 shares · 1.9% of their software · price +$5.0M$55.0MFlat
- Roper Technologies, Inc.ROP81,627 shares · 1.7% of their software · price +$5.7M$48.1M+$12.5M
- AutodeskADSK173,450 shares · 1.6% of their software · price −$5.9M$45.4M+$18.4M
- FortinetFTNT348,400 shares · 1.2% of their software · price +$620K$33.5M+$6.7M
- SAPSAP87,230 shares · 0.8% of their software · price +$1.9M$23.4M+$3.6M
- SynopsysSNPS52,168 shares · 0.8% of their software · price −$2.9M$22.4M+$2.1M
- WorkdayWDAY82,611 shares · 0.7% of their software · price −$2.0M$19.3M−$541K
- VeevaVEEV78,416 shares · 0.6% of their software · price +$1.7M$18.2M+$672K
- DuolingoDUOL55,642 shares · 0.6% of their software · price −$762K$17.3M+$1.3M
- VeriSign, Inc.VRSN60,985 shares · 0.5% of their software · price +$2.9M$15.5M+$5.1M
- SnowflakeSNOW101,293 shares · 0.5% of their software · price −$836K$14.8M+$6.0M
- VeriskVRSK43,030 shares · 0.4% of their software · price +$955K$12.8M−$614K
- Corpay, Inc.CPAY33,385 shares · 0.4% of their software$11.6M+$657K
- ZoomZM133,049 shares · 0.3% of their software · price −$1.0M$9.8M+$1.7M
- TwilioTWLO98,696 shares · 0.3% of their software · price −$1.0M$9.7M+$1.3M
- ShopifySHOP97,945 shares · 0.3% of their software · price −$1.1M$9.4M+$691K
- DocuSignDOCU111,507 shares · 0.3% of their software · price −$952K$9.1M+$962K
- DatadogDDOG90,736 shares · 0.3% of their software · price −$4.0M$9.0M+$7.3M
- Check PointCHKP35,521 shares · 0.3% of their software · price +$1.5M$8.1M+$5.3M
- Clear Secure, Inc.YOU309,077 shares · 0.3% of their software$8.0M−$961K
- ProcorePCOR121,073 shares · 0.3% of their software · price −$1.1M$8.0M+$5.7M
- AtlassianTEAM36,664 shares · 0.3% of their software · price −$1.1M$7.8M+$3.8M
- SS&CSSNC86,876 shares · 0.3% of their software · price +$673K$7.3M+$797K
- OktaOKTA62,302 shares · 0.2% of their software · price +$1.6M$6.6MFlat
- TrimbleTRMB87,492 shares · 0.2% of their software$5.7M+$1.4M
- BroadridgeBR23,519 shares · 0.2% of their software$5.7MFlat
- HubSpotHUBS9,754 shares · 0.2% of their software · price −$1.2M$5.6M+$2.2M
- AppLovinAPP20,960 shares · 0.2% of their software · price −$1.2M$5.6M+$1.1M
- GuidewireGWRE29,300 shares · 0.2% of their software · price +$550K$5.5M+$1.1M
- NutanixNTNX72,106 shares · 0.2% of their software · price +$622K$5.0M+$2.2M
- CadenceCDNS18,785 shares · 0.2% of their software · price −$867K$4.8M+$597K
- AmplitudeAMPL452,008 shares · 0.2% of their software$4.6MFlat
- ZscalerZS22,928 shares · 0.2% of their software$4.5MFlat
- CoStarCSGP57,266 shares · 0.2% of their software$4.5M+$1.1M
- F5, Inc.FFIV16,456 shares · 0.2% of their software$4.4M+$2.3M
- Fair IsaacFICO2,241 shares · 0.1% of their software$4.1M+$1.3M
- Manhattan AssociatesMANH23,530 shares · 0.1% of their software · price −$2.3M$4.1M+$761K
- Strategy IncMSTR13,290 shares · 0.1% of their software$3.8MFlat
- NetApp, Inc.NTAP42,560 shares · 0.1% of their software · price −$1.2M$3.7MFlat
- GitLabGTLB72,973 shares · 0.1% of their software · price −$682K$3.4M+$1.0M
- WaystarWAY87,844 shares · 0.1% of their software$3.3M+$1.5M
- PaylocityPCTY17,492 shares · 0.1% of their software$3.3MFlat
- GoDaddyGDDY18,127 shares · 0.1% of their software$3.3MFlat
- UiPathPATH242,905 shares · 0.1% of their software · price −$585K$2.5MFlat
- UnityU127,711 shares · 0.1% of their software$2.5M+$1.5M
- CloudflareNET21,168 shares · 0.1% of their software$2.4MFlat
- ZoomInfoZI233,810 shares · 0.1% of their software$2.3M—
- PaycomPAYC10,300 shares · 0.1% of their software$2.3MFlat
- The Trade DeskTTD40,770 shares · 0.1% of their software · price −$2.6M$2.2M−$4.0M
- ToastTOST65,800 shares · 0.1% of their software$2.2MFlat
- ElasticESTC24,489 shares · 0.1% of their software$2.2M+$2.1M
- KlaviyoKVYO70,661 shares · 0.1% of their software · price −$776K$2.1MFlat
- Lyft, Inc.LYFT179,287 shares · 0.1% of their software$2.1M+$715K
- Gen DigitalGEN78,471 shares · 0.1% of their software$2.1MFlat
- FactSetFDS4,540 shares · 0.1% of their software$2.1MFlat
- AppFolioAPPF9,253 shares · 0.1% of their software$2.0M−$1.4M
- PegasystemsPEGA28,574 shares · 0.1% of their software · price −$677K$2.0M+$885K
- Daily Journal CorporationDJCO4,880 shares · 0.1% of their software · price −$831K$1.9MFlat
- SamsaraIOT50,535 shares · 0.1% of their software$1.9MFlat
- DropboxDBX66,503 shares · 0.1% of their software$1.8M−$1.1M
- DoximityDOCS29,520 shares · 0.1% of their software$1.7MFlat
- Tyler TechnologiesTYL2,940 shares · 0.1% of their software$1.7M−$813K
- MongoDBMDB9,518 shares · 0.1% of their software · price −$546K$1.7MFlat
- MorningstarMORN5,426 shares · 0.1% of their software$1.6MFlat
- Block, Inc.XYZ29,307 shares · 0.1% of their software · price −$899K$1.6M−$1.4M
- WEX Inc.WEX10,002 shares · 0.1% of their software$1.6M+$823K
- CCC Intelligent Solutions Holdings Inc.CCC172,843 shares · 0.1% of their software$1.6M−$634K
- NICENICE9,986 shares · 0.1% of their software$1.5M+$609K
- AkamaiAKAM18,543 shares · 0.1% of their software$1.5MFlat
- BoxBOX45,189 shares · 0.0% of their software$1.4MNew · +$1.4M
- Consensus Cloud Solutions, Inc.CCSI59,118 shares · 0.0% of their software$1.4MFlat
- Rimini Street, Inc.RMNI349,713 shares · 0.0% of their software$1.2MFlat
- OpenTextOTEX47,391 shares · 0.0% of their software$1.2MFlat
- MagniteMGNI100,150 shares · 0.0% of their software$1.1MFlat
- AvePointAVPT70,454 shares · 0.0% of their software$1.0MFlat
- Euronet Worldwide, Inc.EEFT9,184 shares · 0.0% of their software$981KNew · +$944K
- CommvaultCVLT5,893 shares · 0.0% of their software$930KFlat
- SentinelOneS48,886 shares · 0.0% of their software$889K+$569K
- PaymentusPAY31,408 shares · 0.0% of their software$820KFlat
- DoubleVerifyDV55,988 shares · 0.0% of their software$749KFlat
- Amdocs LimitedDOX7,574 shares · 0.0% of their software$693KFlat
- ACI WorldwideACIW12,194 shares · 0.0% of their software$667KFlat
- Creative Realities, Inc.CREX315,926 shares · 0.0% of their software$616KFlat
- VaronisVRNS14,763 shares · 0.0% of their software$597KFlat
- C3.aiAI27,073 shares · 0.0% of their software$570KFlat
- QualysQLYS4,438 shares · 0.0% of their software$559KFlat
- InterDigital, Inc.IDCC2,576 shares · 0.0% of their software$533KFlat
- BackblazeBLZE105,238 shares · 0.0% of their software$508KFlat
- monday.comMNDY2,016 shares · 0.0% of their software$490KFlat
- Shift4 Payments, Inc.FOUR5,092 shares · 0.0% of their software$416KFlat
- Grab Holdings LimitedGRAB84,597 shares · 0.0% of their software$383KFlat
- ProgressPRGS6,537 shares · 0.0% of their software$337KFlat
- Clearwater AnalyticsCWAN11,598 shares · 0.0% of their software$311K—
- SprinklrCXM33,651 shares · 0.0% of their software$281KFlat
- DynatraceDT5,908 shares · 0.0% of their software$279KFlat
- BrazeBRZE7,540 shares · 0.0% of their software$272KFlat
- Q2QTWO3,391 shares · 0.0% of their software$271KFlat
- FreshworksFRSH19,154 shares · 0.0% of their software$270KNew · Flat
- Rubrik, Inc.RBRK4,319 shares · 0.0% of their software$263KFlat
- DescartesDSGX2,473 shares · 0.0% of their software$249KFlat
- OneSpan Inc.OSPN15,567 shares · 0.0% of their software$237KFlat
- Zeta GlobalZETA16,756 shares · 0.0% of their software$227KFlat
- AsanaASAN15,421 shares · 0.0% of their software$225KNew · Flat
- DigitalOceanDOCN6,687 shares · 0.0% of their software$223KNew · Flat
- WixWIX1,309 shares · 0.0% of their software$214KFlat
- CourseraCOUR31,560 shares · 0.0% of their software$210KFlat
- WorkivaWK2,641 shares · 0.0% of their software$200KFlat
- N-ableNABL20,146 shares · 0.0% of their software$143KNew · Flat
- Payoneer Global Inc.PAYO13,133 shares · 0.0% of their software$96KNew · Flat
- Palladyne AI Corp.PDYN13,360 shares · 0.0% of their software$79KFlat
- 8x8EGHT38,068 shares · 0.0% of their software$76K—
- Digital TurbineAPPS25,840 shares · 0.0% of their software$70KNew · Flat
- Sabre CorporationSABR24,845 shares · 0.0% of their software$70KFlat
- Blend Labs, Inc.BLND18,483 shares · 0.0% of their software$62KNew · Flat
- Definitive HealthcareDH19,450 shares · 0.0% of their software$56KNew · Flat
- SmartRent, Inc.SMRT41,333 shares · 0.0% of their software$50KNew · Flat
- Rackspace Technology, Inc.RXT15,235 shares · 0.0% of their software$26KNew · Flat