Position in BB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$511,376
+$462,861 QoQ
Shares Held
40,425
+281.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 283 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $133,563,791 across 25 Software - Infrastructure names. BB ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
|
5,015 | $1,230,079 |
All Filings in BB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,376 | 40,425 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $48,515 | 10,593 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,924 | 10,590 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||