Position in AZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,474,340
+$594,070 QoQ
Shares Held
2,487,000
+19.5% QoQ
Ownership
5.65%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#2
of 50 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZ Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Shay Capital LLC holds $52,319,110 across 20 Software - Application names. AZ ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZ |
A2z Cust2mate Solutions Corp.
This page
|
2,487,000 | $14,474,340 | |
| 2 | DUOT |
Duos Technologies Group, Inc.
|
931,635 | $11,179,620 | |
| 3 | QNT |
Quantinuum Inc.
|
109,133 | $8,920,531 | |
| 4 | INTU |
Intuit Inc.
|
25,000 | $6,525,000 | |
| 5 | NOW |
ServiceNow, Inc.
|
21,400 | $2,124,592 | |
| 6 | SNOW |
Snowflake Inc.
|
7,500 | $1,908,750 | |
| 7 | KVYO |
Klaviyo, Inc.
|
117,500 | $1,774,250 | |
| 8 | DDOG |
Datadog, Inc.
|
5,000 | $1,301,800 |
All Filings in AZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,474,340 | 2,487,000 | Shares | Sole | 2026-08-14 | |
| 2026-04-01 | $17,435,880 | 2,331,000 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $13,880,270 | 2,081,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,384,560 | 2,056,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,784,000 | 1,600,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,240,450 | 685,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,874,336 | 690,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,986,000 | 300,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||