Position in DAVA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$251,799
-$185,670 QoQ
Shares Held
88,975
-10.1% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 72 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BIP Wealth, LLC holds $26,147,872 across 9 Software - Infrastructure names. DAVA ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,085 | $15,325,526 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,240 | $3,492,044 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,836 | $2,314,266 | |
| 4 | ORCL |
Oracle Corp
|
15,348 | $2,249,249 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,004 | $1,717,828 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,021 | $464,086 | |
| 7 | DAVA |
Endava plc
This page
|
88,975 | $251,799 | |
| 8 | NET |
Cloudflare, Inc.
|
974 | $238,902 |
All Filings in DAVA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,799 | 88,975 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||