Position in DAVA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$437,469
-$231,029 QoQ
Shares Held
98,975
-6.4% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BIP Wealth, LLC holds $16,917,358 across 7 Software - Infrastructure names. DAVA ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,424 | $10,891,882 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,390 | $2,104,969 | |
| 3 | ORCL |
Oracle Corp
|
10,180 | $1,497,579 | |
| 4 | PANW |
Palo Alto Networks Inc
|
9,230 | $1,479,753 | |
| 5 | DAVA |
Endava plc
This page
|
98,975 | $437,469 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $288,903 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,653 | $216,803 |
All Filings in DAVA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,469 | 98,975 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $668,498 | 105,775 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $962,552 | 105,775 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,644,985 | 107,375 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,102,690 | 107,775 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,330,247 | 107,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,823,447 | 110,550 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,232,482 | 110,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,397,424 | 115,600 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,486,022 | 121,850 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,145,810 | 124,600 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,453,034 | 124,600 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,370,628 | 124,600 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||