Generalist · New York, NY
Cerity Partners
Q3 2025 · compared with Q2 2025
Filed as Cerity Partners LLC
- Software
- $4.2B
- Weight of 13F
- 6.8%
- Names
- 150
- Net bought
- +$114M
Filed 22 October 2025 · SEC filing.
2,735 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
- MicrosoftMSFT3,663,123 shares · 45.3% of their software · price +$75.2M$1.9BFlat
- OracleORCL1,065,726 shares · 7.2% of their software · price +$66.7M$300M+$5.2M
- Palo Alto NetworksPANW900,934 shares · 4.4% of their software · price −$919K$183M+$5.7M
- SalesforceCRM643,039 shares · 3.6% of their software · price −$23.0M$152M−$3.0M
- PalantirPLTR789,096 shares · 3.4% of their software · price +$36.4M$144M+$2.0M
- IntuitINTU207,045 shares · 3.4% of their software · price −$21.7M$141M+$12.6M
- CrowdStrikeCRWD282,207 shares · 3.3% of their software · price −$5.3M$138M−$2.1M
- Uber Technologies, Inc.UBER1,005,344 shares · 2.4% of their software · price +$4.7M$98.5M+$1.5M
- AdobeADBE278,000 shares · 2.3% of their software · price −$9.5M$98.1M−$4.3M
- ServiceNowNOW99,467 shares · 2.2% of their software · price −$10.7M$91.5M+$5.8M
- Automatic Data Processing, Inc.ADP237,320 shares · 1.7% of their software · price −$3.5M$69.7MFlat
- Fiserv, Inc.FISV493,065 shares · 1.5% of their software · price −$21.4M$63.6M−$2.5M
- AutodeskADSK192,924 shares · 1.5% of their software · price +$1.6M$61.3M+$3.0M
- Paychex, Inc.PAYX357,225 shares · 1.1% of their software · price −$6.7M$45.3MFlat
- Roper Technologies, Inc.ROP87,501 shares · 1.0% of their software · price −$6.0M$43.6M+$4.0M
- VeevaVEEV132,624 shares · 0.9% of their software · price +$1.3M$39.5M+$8.7M
- SAPSAP128,881 shares · 0.8% of their software · price −$4.8M$34.4M+$7.4M
- SynopsysSNPS65,852 shares · 0.8% of their software · price −$1.3M$32.5M+$2.4M
- SnowflakeSNOW130,803 shares · 0.7% of their software$29.5M+$3.4M
- VeriSign, Inc.VRSN91,490 shares · 0.6% of their software · price −$844K$25.6M+$5.8M
- DuolingoDUOL73,018 shares · 0.6% of their software · price −$6.4M$23.5M+$6.5M
- FortinetFTNT267,987 shares · 0.5% of their software · price −$5.8M$22.5M−$8.7M
- WorkdayWDAY87,726 shares · 0.5% of their software$21.1MFlat
- Manhattan AssociatesMANH99,820 shares · 0.5% of their software · price +$750K$20.5M+$2.1M
- ZoomZM231,493 shares · 0.5% of their software · price +$1.0M$19.1M+$7.1M
- ShopifySHOP116,464 shares · 0.4% of their software · price +$3.9M$17.3M+$693K
- ZscalerZS53,522 shares · 0.4% of their software · price −$764K$16.0M+$8.9M
- AppLovinAPP22,260 shares · 0.4% of their software · price +$8.2M$16.0MFlat
- Lyft, Inc.LYFT675,876 shares · 0.4% of their software · price +$4.2M$14.9M+$2.0M
- DatadogDDOG99,329 shares · 0.3% of their software · price +$802K$14.1M−$2.1M
- VeriskVRSK51,765 shares · 0.3% of their software · price −$3.1M$13.0M+$3.3M
- NutanixNTNX156,929 shares · 0.3% of their software$11.7M+$5.6M
- ServiceTitanTTAN112,544 shares · 0.3% of their software · price −$715K$11.3M+$8.2M
- GuidewireGWRE39,764 shares · 0.2% of their software$9.1M+$1.9M
- ProcorePCOR124,904 shares · 0.2% of their software · price +$562K$9.1MFlat
- HubSpotHUBS19,163 shares · 0.2% of their software · price −$1.7M$9.0M+$6.8M
- Clear Secure, Inc.YOU267,625 shares · 0.2% of their software · price +$1.5M$8.9M−$2.6M
- Corpay, Inc.CPAY30,621 shares · 0.2% of their software · price −$1.3M$8.8MFlat
- TwilioTWLO83,294 shares · 0.2% of their software · price −$2.0M$8.3MFlat
- C3.aiAI477,444 shares · 0.2% of their software · price −$3.5M$8.3M+$11.1M
- PegasystemsPEGA142,497 shares · 0.2% of their software$8.2M+$2.9M
- CadenceCDNS22,523 shares · 0.2% of their software · price +$971K$7.9M+$1.1M
- DocuSignDOCU109,602 shares · 0.2% of their software · price −$636K$7.9M+$1.4M
- AtlassianTEAM48,023 shares · 0.2% of their software · price −$2.1M$7.7M+$2.2M
- Check PointCHKP35,580 shares · 0.2% of their software · price −$510K$7.4MFlat
- CloudflareNET33,536 shares · 0.2% of their software · price +$629K$7.2M+$1.2M
- TrimbleTRMB87,999 shares · 0.2% of their software$7.2M−$623K
- SS&CSSNC78,118 shares · 0.2% of their software$6.9MFlat
- OktaOKTA74,653 shares · 0.2% of their software · price −$617K$6.8MFlat
- NetApp, Inc.NTAP57,728 shares · 0.2% of their software · price +$688K$6.8M+$1.2M
- F5, Inc.FFIV20,382 shares · 0.2% of their software · price +$588K$6.6M+$840K
- BroadridgeBR24,518 shares · 0.1% of their software$5.8MFlat
- QualysQLYS41,665 shares · 0.1% of their software$5.5MFlat
- CoStarCSGP64,470 shares · 0.1% of their software$5.4MFlat
- AmplitudeAMPL467,643 shares · 0.1% of their software · price −$786K$5.0MFlat
- PaylocityPCTY28,109 shares · 0.1% of their software · price −$616K$4.5M+$1.6M
- ElasticESTC51,566 shares · 0.1% of their software$4.4M+$1.8M
- PaycomPAYC20,042 shares · 0.1% of their software$4.2MFlat
- GoDaddyGDDY29,190 shares · 0.1% of their software · price −$1.3M$4.0MFlat
- MongoDBMDB12,714 shares · 0.1% of their software · price +$1.3M$3.9MFlat
- ZoomInfoZI329,698 shares · 0.1% of their software$3.6M—
- WaystarWAY93,872 shares · 0.1% of their software$3.6M+$516K
- ToastTOST83,807 shares · 0.1% of their software · price −$652K$3.1MFlat
- Strategy IncMSTR9,444 shares · 0.1% of their software · price −$775K$3.0MFlat
- Rubrik, Inc.RBRK36,305 shares · 0.1% of their software$3.0M+$2.9M
- DropboxDBX89,921 shares · 0.1% of their software$2.7MFlat
- AkamaiAKAM33,886 shares · 0.1% of their software$2.6M+$824K
- SailPointSAIL114,681 shares · 0.1% of their software$2.5M+$683K
- Fair IsaacFICO1,651 shares · 0.1% of their software · price −$547K$2.5M−$874K
- UnityU58,029 shares · 0.1% of their software · price +$919K$2.3MFlat
- Daily Journal CorporationDJCO4,874 shares · 0.1% of their software$2.3MFlat
- MagniteMGNI100,553 shares · 0.1% of their software$2.2MFlat
- DoximityDOCS29,338 shares · 0.1% of their software$2.1MFlat
- KlaviyoKVYO72,539 shares · 0.0% of their software$2.0MFlat
- SamsaraIOT51,520 shares · 0.0% of their software$1.9MFlat
- DoubleVerifyDV159,531 shares · 0.0% of their software$1.9M+$1.2M
- OpenTextOTEX51,120 shares · 0.0% of their software$1.9MFlat
- The Trade DeskTTD38,595 shares · 0.0% of their software · price −$887K$1.9M−$1.5M
- CommvaultCVLT10,005 shares · 0.0% of their software$1.9MFlat
- NICENICE12,812 shares · 0.0% of their software$1.9MFlat
- Block, Inc.XYZ25,274 shares · 0.0% of their software$1.8MFlat
- VaronisVRNS31,230 shares · 0.0% of their software$1.8M+$782K
- FactSetFDS5,847 shares · 0.0% of their software · price −$940K$1.7MFlat
- MorningstarMORN7,154 shares · 0.0% of their software · price −$586K$1.7M+$905K
- TeradataTDC76,472 shares · 0.0% of their software$1.6MFlat
- Consensus Cloud Solutions, Inc.CCSI54,974 shares · 0.0% of their software$1.6MFlat
- CCC Intelligent Solutions Holdings Inc.CCC170,170 shares · 0.0% of their software$1.6MFlat
- Rimini Street, Inc.RMNI322,002 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL2,656 shares · 0.0% of their software$1.4MFlat
- BoxBOX39,230 shares · 0.0% of their software$1.3MFlat
- PaymentusPAY40,796 shares · 0.0% of their software$1.2MFlat
- SentinelOneS62,764 shares · 0.0% of their software$1.1M+$570K
- BackblazeBLZE108,158 shares · 0.0% of their software$1.0MFlat
- Amdocs LimitedDOX11,934 shares · 0.0% of their software$979KFlat
- PTCPTC4,597 shares · 0.0% of their software$933K+$535K
- GitLabGTLB20,331 shares · 0.0% of their software$917KFlat
- Gen DigitalGEN32,164 shares · 0.0% of their software$913KFlat
- WEX Inc.WEX5,341 shares · 0.0% of their software$841KFlat
- ACI WorldwideACIW15,546 shares · 0.0% of their software$820KFlat
- InterDigital, Inc.IDCC2,306 shares · 0.0% of their software$796KFlat
- CoreWeave, Inc.CRWV5,586 shares · 0.0% of their software$764K+$632K
- Creative Realities, Inc.CREX331,926 shares · 0.0% of their software$760KFlat
- ePlus inc.PLUS10,335 shares · 0.0% of their software$734KFlat
- NetScout Systems, Inc.NTCT28,292 shares · 0.0% of their software$731KFlat
- UiPathPATH51,866 shares · 0.0% of their software$694K−$3.3M
- ProgressPRGS14,816 shares · 0.0% of their software$651KFlat
- CourseraCOUR54,617 shares · 0.0% of their software$640KFlat
- Dave Inc.DAVE2,979 shares · 0.0% of their software$594KFlat
- AvePointAVPT39,026 shares · 0.0% of their software$586KFlat
- AppianAPPN18,969 shares · 0.0% of their software$580KNew · +$566K
- WorkivaWK6,295 shares · 0.0% of their software$542KFlat
- Repay Holdings CorporationRPAY102,264 shares · 0.0% of their software$535KFlat
- Grab Holdings LimitedGRAB76,769 shares · 0.0% of their software$462KFlat
- N-ableNABL55,844 shares · 0.0% of their software$436KFlat
- monday.comMNDY2,243 shares · 0.0% of their software$434KFlat
- Zeta GlobalZETA21,405 shares · 0.0% of their software$425KFlat
- LiveRamp Holdings, Inc.RAMP15,572 shares · 0.0% of their software$423KFlat
- RingCentralRNG14,750 shares · 0.0% of their software$418KFlat
- DescartesDSGX4,349 shares · 0.0% of their software$410KFlat
- PagerDutyPD23,781 shares · 0.0% of their software$393KFlat
- AppFolioAPPF1,373 shares · 0.0% of their software$378KFlat
- Shift4 Payments, Inc.FOUR4,623 shares · 0.0% of their software$358KFlat
- Q2QTWO4,889 shares · 0.0% of their software$354KFlat
- Alarm.com Holdings, Inc.ALRM6,301 shares · 0.0% of their software$334KFlat
- SoundHound AI, Inc.SOUN20,649 shares · 0.0% of their software$332KNew · Flat
- JFrogFROG6,723 shares · 0.0% of their software$318KFlat
- BullishBLSH5,000 shares · 0.0% of their software$318KNew · Flat
- NCR Atleos CorporationNATL7,725 shares · 0.0% of their software$304KNew · Flat
- BlackbaudBLKB4,384 shares · 0.0% of their software$282KNew · Flat
- Alight, Inc.ALIT85,784 shares · 0.0% of their software$280KFlat
- Simulations PlusSLP17,443 shares · 0.0% of their software$279KFlat
- FreshworksFRSH22,561 shares · 0.0% of their software$266KFlat
- WixWIX1,473 shares · 0.0% of their software$262KFlat
- TenableTENB8,941 shares · 0.0% of their software$261KFlat
- Upbound Group, Inc.UPBD10,880 shares · 0.0% of their software$257KFlat
- Bandwidth Inc.BAND12,768 shares · 0.0% of their software$213KNew · Flat
- FlywireFLYW14,835 shares · 0.0% of their software$201KNew · Flat
- OneSpan Inc.OSPN11,502 shares · 0.0% of their software$183KNew · Flat
- Paysafe LimitedPSFE13,893 shares · 0.0% of their software$179KNew · Flat
- 8x8EGHT75,729 shares · 0.0% of their software$161K—
- SmartRent, Inc.SMRT80,244 shares · 0.0% of their software$113KFlat
- SemrushSEMR13,551 shares · 0.0% of their software$96K—
- SprinklrCXM12,364 shares · 0.0% of their software$95KFlat
- Definitive HealthcareDH21,106 shares · 0.0% of their software$86KFlat
- Digital TurbineAPPS11,978 shares · 0.0% of their software$77KFlat
- Payoneer Global Inc.PAYO12,496 shares · 0.0% of their software$76KFlat
- Commerce.com, Inc.CMRC11,503 shares · 0.0% of their software$57KNew · Flat
- Blend Labs, Inc.BLND15,324 shares · 0.0% of their software$56KFlat
- Sabre CorporationSABR17,963 shares · 0.0% of their software$33KFlat
- Rackspace Technology, Inc.RXT10,218 shares · 0.0% of their software$14KNew · Flat