Generalist · New York, NY
Cerity Partners
Q2 2025 · compared with Q1 2025
Filed as Cerity Partners LLC
- Software
- $4.0B
- Weight of 13F
- 7.2%
- Names
- 144
- Net bought
- +$339M
Filed 13 August 2025 · SEC filing.
2,614 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
- MicrosoftMSFT3,691,254 shares · 45.8% of their software · price +$450M$1.8B+$27.8M
- OracleORCL1,041,970 shares · 5.7% of their software · price +$82.1M$228M+$2.9M
- Palo Alto NetworksPANW873,126 shares · 4.5% of their software · price +$29.7M$179M+$3.2M
- SalesforceCRM654,015 shares · 4.4% of their software · price +$2.8M$178M+$12.0M
- IntuitINTU191,066 shares · 3.8% of their software · price +$33.2M$150MNew · +$117M
- CrowdStrikeCRWD286,305 shares · 3.6% of their software · price +$44.9M$146M+$2.9M
- AdobeADBE289,171 shares · 2.8% of their software · price +$969K$112M+$10.2M
- PalantirPLTR774,507 shares · 2.6% of their software · price +$40.2M$103M+$2.8M
- ServiceNowNOW93,835 shares · 2.4% of their software · price +$21.8M$96.5M+$4.8M
- Uber Technologies, Inc.UBER989,037 shares · 2.3% of their software · price +$20.2M$92.3M+$12.7M
- Fiserv, Inc.FISV507,347 shares · 2.2% of their software · price −$24.6M$87.5M+$6.8M
- Automatic Data Processing, Inc.ADP237,656 shares · 1.8% of their software · price +$682K$73.3MNew · +$72.6M
- AutodeskADSK183,144 shares · 1.4% of their software · price +$8.7M$56.7M+$2.5M
- Paychex, Inc.PAYX353,702 shares · 1.3% of their software · price −$3.1M$51.4MFlat
- Roper Technologies, Inc.ROP80,473 shares · 1.1% of their software · price −$1.8M$45.6M−$680K
- FortinetFTNT350,350 shares · 0.9% of their software · price +$3.3M$37.0MFlat
- SAPSAP104,608 shares · 0.8% of their software · price +$3.7M$31.8M+$4.7M
- SynopsysSNPS61,260 shares · 0.8% of their software · price +$5.1M$31.4M+$3.9M
- VeevaVEEV102,531 shares · 0.7% of their software · price +$5.8M$29.5M+$5.6M
- SnowflakeSNOW115,549 shares · 0.6% of their software · price +$9.0M$25.9M+$2.1M
- DuolingoDUOL57,134 shares · 0.6% of their software · price +$5.7M$23.4MFlat
- WorkdayWDAY87,231 shares · 0.5% of their software · price +$564K$20.9M+$1.1M
- VeriSign, Inc.VRSN71,545 shares · 0.5% of their software · price +$2.5M$20.7M+$2.7M
- Manhattan AssociatesMANH89,294 shares · 0.4% of their software · price +$2.2M$17.6M+$11.4M
- DatadogDDOG115,307 shares · 0.4% of their software · price +$4.0M$15.5M+$2.4M
- VeriskVRSK41,188 shares · 0.3% of their software · price +$572K$12.8M−$548K
- ShopifySHOP110,455 shares · 0.3% of their software · price +$2.2M$12.7M+$1.2M
- ZoomZM140,161 shares · 0.3% of their software · price +$590K$10.9M+$525K
- Corpay, Inc.CPAY31,076 shares · 0.3% of their software · price −$525K$10.3M−$805K
- TwilioTWLO81,222 shares · 0.3% of their software · price +$2.1M$10.1M−$1.7M
- Clear Secure, Inc.YOU359,684 shares · 0.2% of their software · price +$665K$10.0M+$1.3M
- Lyft, Inc.LYFT551,140 shares · 0.2% of their software · price +$2.1M$8.7M+$4.4M
- ProcorePCOR119,909 shares · 0.2% of their software$8.2MFlat
- Check PointCHKP36,213 shares · 0.2% of their software$8.0MFlat
- ZscalerZS25,158 shares · 0.2% of their software · price +$2.9M$7.9MFlat
- AtlassianTEAM37,369 shares · 0.2% of their software$7.6MFlat
- GuidewireGWRE31,763 shares · 0.2% of their software · price +$1.5M$7.5MFlat
- AppLovinAPP20,942 shares · 0.2% of their software · price +$1.8M$7.3MFlat
- TrimbleTRMB96,197 shares · 0.2% of their software · price +$994K$7.3M+$571K
- OktaOKTA72,265 shares · 0.2% of their software$7.2M+$1.0M
- DocuSignDOCU91,022 shares · 0.2% of their software$7.1M−$1.7M
- SS&CSSNC83,275 shares · 0.2% of their software$6.9MFlat
- NutanixNTNX83,073 shares · 0.2% of their software · price +$551K$6.4M+$766K
- BroadridgeBR25,523 shares · 0.2% of their software$6.2MFlat
- QualysQLYS42,324 shares · 0.2% of their software · price +$717K$6.0M+$4.8M
- CadenceCDNS18,792 shares · 0.1% of their software · price +$1.0M$5.8MFlat
- AmplitudeAMPL447,365 shares · 0.1% of their software · price +$989K$5.5MFlat
- CloudflareNET27,531 shares · 0.1% of their software · price +$2.3M$5.4M+$717K
- F5, Inc.FFIV17,528 shares · 0.1% of their software$5.2MFlat
- NetApp, Inc.NTAP46,792 shares · 0.1% of their software · price +$875K$5.0MFlat
- GoDaddyGDDY27,189 shares · 0.1% of their software$4.9M+$1.6M
- CoStarCSGP59,844 shares · 0.1% of their software$4.8MFlat
- PegasystemsPEGA88,213 shares · 0.1% of their software · price −$1.4M$4.8M+$4.1M
- PaycomPAYC19,186 shares · 0.1% of their software$4.4M+$1.9M
- The Trade DeskTTD59,785 shares · 0.1% of their software · price +$1.0M$4.3M+$1.0M
- UiPathPATH309,234 shares · 0.1% of their software · price +$773K$4.0M+$683K
- Fair IsaacFICO2,129 shares · 0.1% of their software$3.9MFlat
- Strategy IncMSTR9,588 shares · 0.1% of their software · price +$1.1M$3.9M−$1.1M
- ZoomInfoZI381,912 shares · 0.1% of their software$3.9M—
- HubSpotHUBS6,923 shares · 0.1% of their software$3.9M−$1.6M
- ServiceTitanTTAN35,726 shares · 0.1% of their software$3.8MNew · +$3.4M
- ToastTOST81,574 shares · 0.1% of their software · price +$907K$3.6M+$523K
- PaylocityPCTY19,241 shares · 0.1% of their software$3.5MFlat
- WaystarWAY81,245 shares · 0.1% of their software$3.3MFlat
- DropboxDBX104,682 shares · 0.1% of their software$3.0M+$1.0M
- ElasticESTC30,545 shares · 0.1% of their software$2.6M+$540K
- MongoDBMDB12,215 shares · 0.1% of their software$2.6MFlat
- SamsaraIOT61,847 shares · 0.1% of their software$2.5MFlat
- MagniteMGNI101,741 shares · 0.1% of their software · price +$1.3M$2.5MFlat
- KlaviyoKVYO72,557 shares · 0.1% of their software$2.4MFlat
- FactSetFDS5,247 shares · 0.1% of their software$2.3MFlat
- CommvaultCVLT12,790 shares · 0.1% of their software$2.2M+$1.1M
- Daily Journal CorporationDJCO4,868 shares · 0.1% of their software$2.1MFlat
- SailPointSAIL84,809 shares · 0.0% of their software$1.9MNew · +$1.6M
- AkamaiAKAM23,561 shares · 0.0% of their software$1.9MFlat
- Block, Inc.XYZ27,397 shares · 0.0% of their software$1.9MFlat
- Euronet Worldwide, Inc.EEFT18,204 shares · 0.0% of their software$1.8M+$964K
- NICENICE10,859 shares · 0.0% of their software$1.8MFlat
- Tyler TechnologiesTYL2,959 shares · 0.0% of their software$1.8MFlat
- CCC Intelligent Solutions Holdings Inc.CCC176,115 shares · 0.0% of their software$1.7MFlat
- DoximityDOCS25,696 shares · 0.0% of their software$1.6MFlat
- TeradataTDC69,440 shares · 0.0% of their software$1.5MNew · +$1.6M
- OpenTextOTEX49,003 shares · 0.0% of their software$1.4MFlat
- BoxBOX41,131 shares · 0.0% of their software$1.4MFlat
- UnityU55,722 shares · 0.0% of their software$1.3M−$1.4M
- MorningstarMORN4,270 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX14,307 shares · 0.0% of their software$1.3M+$616K
- Rimini Street, Inc.RMNI342,000 shares · 0.0% of their software$1.3MFlat
- Consensus Cloud Solutions, Inc.CCSI55,538 shares · 0.0% of their software$1.3MFlat
- DoubleVerifyDV82,589 shares · 0.0% of their software$1.2MFlat
- Creative Realities, Inc.CREX331,926 shares · 0.0% of their software$1.1MFlat
- Gen DigitalGEN37,151 shares · 0.0% of their software$1.1M−$1.1M
- PaymentusPAY31,408 shares · 0.0% of their software$1.0MFlat
- GitLabGTLB20,595 shares · 0.0% of their software$929K−$2.5M
- WEX Inc.WEX6,232 shares · 0.0% of their software$915K−$592K
- monday.comMNDY2,596 shares · 0.0% of their software$816KFlat
- VaronisVRNS15,822 shares · 0.0% of their software$803KFlat
- AvePointAVPT37,025 shares · 0.0% of their software$715KFlat
- ePlus inc.PLUS8,728 shares · 0.0% of their software$629KNew · +$533K
- BackblazeBLZE109,001 shares · 0.0% of their software$600KFlat
- C3.aiAI23,784 shares · 0.0% of their software$584KFlat
- SentinelOneS31,598 shares · 0.0% of their software$578KFlat
- Shift4 Payments, Inc.FOUR5,317 shares · 0.0% of their software$527KFlat
- ProgressPRGS8,173 shares · 0.0% of their software$522KFlat
- InterDigital, Inc.IDCC2,313 shares · 0.0% of their software$519KFlat
- Alight, Inc.ALIT86,444 shares · 0.0% of their software$489KNew · +$513K
- SPS CommerceSPSC3,146 shares · 0.0% of their software$428KNew · Flat
- DynatraceDT7,018 shares · 0.0% of their software$387KFlat
- Dave Inc.DAVE1,412 shares · 0.0% of their software$379KNew · Flat
- RingCentralRNG12,988 shares · 0.0% of their software$368KNew · Flat
- Rubrik, Inc.RBRK4,078 shares · 0.0% of their software$365KFlat
- CourseraCOUR41,108 shares · 0.0% of their software$360KFlat
- Zeta GlobalZETA23,002 shares · 0.0% of their software$356KFlat
- Repay Holdings CorporationRPAY70,042 shares · 0.0% of their software$338KNew · Flat
- Q2QTWO3,479 shares · 0.0% of their software$326KFlat
- Grab Holdings LimitedGRAB64,155 shares · 0.0% of their software$323KFlat
- AppFolioAPPF1,342 shares · 0.0% of their software$309K−$1.7M
- JFrogFROG7,022 shares · 0.0% of their software$308KNew · Flat
- Upbound Group, Inc.UPBD11,604 shares · 0.0% of their software$291KNew · Flat
- PagerDutyPD19,011 shares · 0.0% of their software$290KNew · Flat
- N-ableNABL34,336 shares · 0.0% of their software$278KFlat
- NetScout Systems, Inc.NTCT11,147 shares · 0.0% of their software$277KNew · Flat
- CoreWeave, Inc.CRWV1,710 shares · 0.0% of their software$275KNew · Flat
- TenableTENB8,053 shares · 0.0% of their software$272KNew · Flat
- PTCPTC1,490 shares · 0.0% of their software$257KNew · Flat
- ACI WorldwideACIW5,447 shares · 0.0% of their software$250KFlat
- DescartesDSGX2,421 shares · 0.0% of their software$246KFlat
- WixWIX1,484 shares · 0.0% of their software$235KFlat
- LiveRamp Holdings, Inc.RAMP6,931 shares · 0.0% of their software$229KNew · Flat
- WorkivaWK3,297 shares · 0.0% of their software$226KFlat
- Clearwater AnalyticsCWAN10,137 shares · 0.0% of their software$222K—
- Simulations PlusSLP15,926 shares · 0.0% of their software$213KNew · Flat
- Alarm.com Holdings, Inc.ALRM3,552 shares · 0.0% of their software$201KNew · Flat
- SemrushSEMR18,547 shares · 0.0% of their software$168KNew
- FreshworksFRSH10,783 shares · 0.0% of their software$161KFlat
- SmartRent, Inc.SMRT139,209 shares · 0.0% of their software$138KFlat
- Blend Labs, Inc.BLND29,345 shares · 0.0% of their software$97KFlat
- SprinklrCXM11,397 shares · 0.0% of their software$96KFlat
- Sabre CorporationSABR30,462 shares · 0.0% of their software$96KFlat
- Payoneer Global Inc.PAYO13,984 shares · 0.0% of their software$96KFlat
- 8x8EGHT41,328 shares · 0.0% of their software$81K—
- Digital TurbineAPPS11,575 shares · 0.0% of their software$68KFlat
- Definitive HealthcareDH17,061 shares · 0.0% of their software$67KFlat
- Rekor Systems, Inc.REKR14,923 shares · 0.0% of their software$17KNew · Flat