Generalist · New York, NY
Cerity Partners
Q4 2025 · compared with Q3 2025
Filed as Cerity Partners LLC
- Software
- $4.1B
- Weight of 13F
- 6.0%
- Names
- 150
- Net bought
- +$690M
Filed 11 February 2026 · SEC filing.
Call exposure on these names is $48K across 1 line. Calls are not in the stock total.
2,824 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
- MicrosoftMSFT3,803,858 shares · 45.1% of their software · price −$131M$1.8B+$72.9M
- OracleORCL1,183,991 shares · 5.7% of their software · price −$102M$231M+$33.3M
- Palo Alto NetworksPANW949,186 shares · 4.3% of their software · price −$18.4M$175M+$9.8M
- PalantirPLTR824,134 shares · 3.6% of their software · price −$3.8M$146M+$6.4M
- SalesforceCRM533,938 shares · 3.5% of their software · price +$14.9M$141M−$25.9M
- IntuitINTU208,473 shares · 3.4% of their software · price −$4.3M$138MFlat
- CrowdStrikeCRWD286,710 shares · 3.3% of their software · price −$6.2M$134M+$2.2M
- ServiceNowNOW567,101 shares · 2.1% of their software · price −$435M$86.9M+$430M
- Uber Technologies, Inc.UBER1,053,066 shares · 2.1% of their software · price −$17.1M$86.0M+$4.7M
- AdobeADBE244,423 shares · 2.1% of their software · price −$675K$85.5M−$11.8M
- Automatic Data Processing, Inc.ADP250,259 shares · 1.6% of their software · price −$9.1M$64.4M+$3.8M
- ZoomZM704,183 shares · 1.5% of their software · price +$2.7M$60.8M+$39.0M
- Roper Technologies, Inc.ROP130,961 shares · 1.4% of their software · price −$7.0M$58.3M+$21.7M
- AutodeskADSK192,633 shares · 1.4% of their software · price −$4.2M$57.0MFlat
- SynopsysSNPS103,629 shares · 1.2% of their software · price −$2.5M$48.7M+$18.6M
- Paychex, Inc.PAYX364,763 shares · 1.0% of their software · price −$5.3M$40.9M+$956K
- AtlassianTEAM229,977 shares · 0.9% of their software · price +$561K$37.3M+$29.1M
- SAPSAP124,399 shares · 0.7% of their software · price −$3.0M$30.2M−$1.2M
- Figma, Inc.FIG774,981 shares · 0.7% of their software · price −$11.2M$29.0MNew · +$40.2M
- FortinetFTNT356,949 shares · 0.7% of their software · price −$1.7M$28.3M+$7.5M
- Block, Inc.XYZ406,332 shares · 0.6% of their software · price −$2.9M$26.4M+$27.5M
- SnowflakeSNOW113,497 shares · 0.6% of their software · price −$703K$24.9M−$3.9M
- VeriSign, Inc.VRSN98,257 shares · 0.6% of their software · price −$3.6M$23.9M+$1.9M
- VeevaVEEV95,733 shares · 0.5% of their software · price −$7.1M$21.4M−$11.0M
- ShopifySHOP127,200 shares · 0.5% of their software · price +$1.6M$20.5M+$1.6M
- ZoomInfoZI1,587,051 shares · 0.4% of their software$16.1M—
- AppLovinAPP22,900 shares · 0.4% of their software · price −$1.0M$15.4MFlat
- VeriskVRSK67,485 shares · 0.4% of their software · price −$1.9M$15.1M+$4.0M
- Lyft, Inc.LYFT779,101 shares · 0.4% of their software · price −$2.1M$15.1M+$2.3M
- ZscalerZS58,945 shares · 0.3% of their software · price −$4.4M$13.3M+$1.6M
- ElasticESTC174,301 shares · 0.3% of their software · price −$1.6M$13.1M+$10.4M
- SS&CSSNC148,927 shares · 0.3% of their software$13.0M+$6.3M
- DatadogDDOG95,605 shares · 0.3% of their software · price −$613K$13.0M−$530K
- Fiserv, Inc.FISV187,516 shares · 0.3% of their software · price −$11.6M$12.6M−$39.4M
- Corpay, Inc.CPAY41,062 shares · 0.3% of their software · price +$528K$12.4M+$3.0M
- WorkdayWDAY57,068 shares · 0.3% of their software · price −$1.5M$12.3M−$7.4M
- TwilioTWLO80,745 shares · 0.3% of their software · price +$3.4M$11.5MFlat
- ServiceTitanTTAN107,704 shares · 0.3% of their software · price +$611K$11.5MFlat
- Manhattan AssociatesMANH61,103 shares · 0.3% of their software · price −$1.9M$10.6M−$7.9M
- DuolingoDUOL54,336 shares · 0.2% of their software · price −$8.0M$9.5M−$6.0M
- MongoDBMDB22,451 shares · 0.2% of their software · price +$2.5M$9.4M+$3.0M
- ProcorePCOR121,417 shares · 0.2% of their software$8.8MFlat
- Check PointCHKP46,718 shares · 0.2% of their software · price −$997K$8.7M+$2.3M
- PegasystemsPEGA135,188 shares · 0.2% of their software$8.1MFlat
- DocuSignDOCU117,703 shares · 0.2% of their software$8.1M+$584K
- FactSetFDS26,398 shares · 0.2% of their software$7.7M+$5.9M
- GitLabGTLB202,330 shares · 0.2% of their software · price −$1.5M$7.6M+$8.2M
- HubSpotHUBS18,843 shares · 0.2% of their software · price −$1.3M$7.6MFlat
- NutanixNTNX139,627 shares · 0.2% of their software · price −$3.2M$7.2M−$1.3M
- NetApp, Inc.NTAP66,618 shares · 0.2% of their software · price −$757K$7.1M+$1.1M
- TrimbleTRMB85,635 shares · 0.2% of their software$6.7MFlat
- C3.aiAI476,729 shares · 0.2% of their software · price −$1.8M$6.4MFlat
- PaylocityPCTY42,090 shares · 0.2% of their software$6.4M+$2.2M
- CadenceCDNS20,510 shares · 0.2% of their software · price −$793K$6.4M−$707K
- GuidewireGWRE31,825 shares · 0.2% of their software · price −$918K$6.4M−$1.8M
- CoStarCSGP91,547 shares · 0.2% of their software · price −$1.6M$6.2M+$2.3M
- CloudflareNET30,701 shares · 0.1% of their software · price −$535K$6.1M−$608K
- ToastTOST166,312 shares · 0.1% of their software$5.9M+$3.0M
- WEX Inc.WEX37,755 shares · 0.1% of their software$5.6M+$5.1M
- AmplitudeAMPL467,177 shares · 0.1% of their software$5.4MFlat
- GoDaddyGDDY41,376 shares · 0.1% of their software · price −$528K$5.1M+$1.7M
- BroadridgeBR20,714 shares · 0.1% of their software$4.6M−$906K
- Fair IsaacFICO2,680 shares · 0.1% of their software · price +$520K$4.5M+$1.5M
- TeradataTDC139,837 shares · 0.1% of their software · price +$1.2M$4.3M+$1.4M
- WaystarWAY125,686 shares · 0.1% of their software · price −$650K$4.1M+$1.2M
- OktaOKTA47,555 shares · 0.1% of their software$4.1M−$2.5M
- AkamaiAKAM42,469 shares · 0.1% of their software$3.7M+$650K
- QualysQLYS27,394 shares · 0.1% of their software$3.6M−$1.9M
- MorningstarMORN16,678 shares · 0.1% of their software$3.6M+$2.2M
- InterDigital, Inc.IDCC10,945 shares · 0.1% of their software$3.5M+$3.0M
- SentinelOneS222,925 shares · 0.1% of their software · price −$582K$3.3M+$2.8M
- DropboxDBX89,818 shares · 0.1% of their software$2.5MFlat
- The Trade DeskTTD64,731 shares · 0.1% of their software · price −$715K$2.5M+$1.3M
- Strategy IncMSTR16,114 shares · 0.1% of their software · price −$2.7M$2.4M+$2.1M
- UnityU54,748 shares · 0.1% of their software$2.4MFlat
- Daily Journal CorporationDJCO4,921 shares · 0.1% of their software$2.4MFlat
- KlaviyoKVYO73,013 shares · 0.1% of their software$2.4MFlat
- SailPointSAIL115,604 shares · 0.1% of their software$2.3MFlat
- WorkivaWK25,558 shares · 0.1% of their software$2.2M+$1.7M
- OpenTextOTEX54,800 shares · 0.0% of their software$1.8MFlat
- F5, Inc.FFIV6,601 shares · 0.0% of their software$1.7M−$4.5M
- MagniteMGNI100,788 shares · 0.0% of their software · price −$559K$1.6MFlat
- SamsaraIOT43,575 shares · 0.0% of their software$1.5MFlat
- NICENICE13,179 shares · 0.0% of their software$1.5MFlat
- PaymentusPAY46,059 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL3,104 shares · 0.0% of their software$1.4MFlat
- Rubrik, Inc.RBRK18,188 shares · 0.0% of their software$1.4M−$1.5M
- RingCentralRNG44,969 shares · 0.0% of their software$1.3M+$856K
- Consensus Cloud Solutions, Inc.CCSI59,257 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX15,340 shares · 0.0% of their software$1.2MFlat
- PaycomPAYC7,743 shares · 0.0% of their software$1.2M−$2.6M
- Rimini Street, Inc.RMNI317,969 shares · 0.0% of their software$1.2MFlat
- UiPathPATH73,379 shares · 0.0% of their software$1.2MFlat
- NetScout Systems, Inc.NTCT44,072 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU32,588 shares · 0.0% of their software$1.1M−$7.8M
- DoximityDOCS25,419 shares · 0.0% of their software · price −$734K$1.1MFlat
- BoxBOX37,311 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV96,251 shares · 0.0% of their software$1.1M−$758K
- Upbound Group, Inc.UPBD58,555 shares · 0.0% of their software$1.0M+$1.1M
- FreshworksFRSH78,923 shares · 0.0% of their software$967K+$663K
- AppianAPPN26,655 shares · 0.0% of their software$944KFlat
- Creative Realities, Inc.CREX331,926 shares · 0.0% of their software$866KFlat
- Q2QTWO10,849 shares · 0.0% of their software$783KFlat
- AvePointAVPT53,405 shares · 0.0% of their software$742KFlat
- AppFolioAPPF3,064 shares · 0.0% of their software$713KFlat
- LiveRamp Holdings, Inc.RAMP23,334 shares · 0.0% of their software$685KFlat
- ePlus inc.PLUS7,643 shares · 0.0% of their software$670KFlat
- Dave Inc.DAVE2,836 shares · 0.0% of their software$628KFlat
- PTCPTC3,566 shares · 0.0% of their software$621KFlat
- Remitly Global, Inc.RELY43,185 shares · 0.0% of their software$596KNew · +$704K
- BackblazeBLZE118,475 shares · 0.0% of their software · price −$547K$552KFlat
- PhreesiaPHR31,000 shares · 0.0% of their software$525KNew · +$729K
- Gen DigitalGEN17,736 shares · 0.0% of their software$482KFlat
- Simulations PlusSLP23,725 shares · 0.0% of their software$481KFlat
- FlywireFLYW33,770 shares · 0.0% of their software$478KFlat
- Alight, Inc.ALIT235,637 shares · 0.0% of their software$459KFlat
- ProgressPRGS10,196 shares · 0.0% of their software$438KFlat
- Alarm.com Holdings, Inc.ALRM8,263 shares · 0.0% of their software$422KFlat
- JFrogFROG6,695 shares · 0.0% of their software$418KFlat
- BrazeBRZE11,927 shares · 0.0% of their software$409KNew · Flat
- ACI WorldwideACIW8,373 shares · 0.0% of their software$400KFlat
- CoreWeave, Inc.CRWV5,573 shares · 0.0% of their software$399KFlat
- Grab Holdings LimitedGRAB75,888 shares · 0.0% of their software$379KFlat
- VaronisVRNS10,492 shares · 0.0% of their software$344K−$1.2M
- N-ableNABL41,993 shares · 0.0% of their software$314KFlat
- DigitalOceanDOCN6,498 shares · 0.0% of their software$313KNew · Flat
- DescartesDSGX3,484 shares · 0.0% of their software$305KFlat
- NIQ Global Intelligence plcNIQ17,581 shares · 0.0% of their software$290KNew · Flat
- monday.comMNDY1,963 shares · 0.0% of their software$290KFlat
- BlackbaudBLKB4,459 shares · 0.0% of their software$282KFlat
- Adeia Inc.ADEA14,655 shares · 0.0% of their software$253KNew · Flat
- TenableTENB9,906 shares · 0.0% of their software$233KFlat
- Repay Holdings CorporationRPAY62,281 shares · 0.0% of their software$227KFlat
- CourseraCOUR29,906 shares · 0.0% of their software$220KFlat
- SoundHound AI, Inc.SOUN20,309 shares · 0.0% of their software$202KFlat
- NCR Atleos CorporationNATL5,299 shares · 0.0% of their software$202KFlat
- Bandwidth Inc.BAND11,865 shares · 0.0% of their software$183KFlat
- SprinklrCXM18,691 shares · 0.0% of their software$145KFlat
- SemrushSEMR12,007 shares · 0.0% of their software$143K—
- 8x8EGHT70,035 shares · 0.0% of their software$138K—
- SmartRent, Inc.SMRT60,062 shares · 0.0% of their software$121KFlat
- Payoneer Global Inc.PAYO18,039 shares · 0.0% of their software$101KFlat
- Sabre CorporationSABR73,546 shares · 0.0% of their software$100KFlat
- Xperi Inc.XPER15,758 shares · 0.0% of their software$92KNew · Flat
- VTEXVTEX22,315 shares · 0.0% of their software$84KNew · Flat
- Digital TurbineAPPS16,651 shares · 0.0% of their software$83KFlat
- Commerce.com, Inc.CMRC11,889 shares · 0.0% of their software$49KFlat
- Datavault AI Inc.DVLT69,347 shares · 0.0% of their software$45KNew · Flat
- Definitive HealthcareDH12,189 shares · 0.0% of their software$35KFlat
- Rackspace Technology, Inc.RXT19,323 shares · 0.0% of their software$19KFlat