Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,098
-$2,201,657 QoQ
Shares Held
22,873
-93.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Point72 Asset Management, L.P. holds $2,558,062,787 across 62 Software - Infrastructure names. DAVA ranks #60 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
3,300,815 | $379,098,602 | |
| 2 | XYZ |
Block, Inc.
|
6,298,335 | $379,033,800 | |
| 3 | OKTA |
Okta, Inc.
|
2,770,741 | $218,085,024 | |
| 4 | ORCL |
Oracle Corp
|
1,183,832 | $174,153,525 | |
| 5 | FFIV |
F5, Inc.
|
482,256 | $139,531,128 | |
| 6 | MSFT |
Microsoft Corp
|
350,644 | $129,797,889 | |
| 7 | VRSN |
Verisign Inc/Ca
|
505,695 | $125,594,410 | |
| 8 | TWLO |
Twilio Inc
|
951,879 | $119,765,415 |
All Filings in DAVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,098 | 22,873 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,302,755 | 364,360 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,575,570 | 612,700 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,565,981 | 493,863 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,352,495 | 325,602 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $1,763,246 | 57,063 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $1,834,810 | 62,750 | Shares | Defined | 2024-09-16 | |
| 2023-12-31 | $7,310,115 | 93,900 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,805,065 | 327,900 | Shares | Defined | 2023-11-14 | |
| 2022-09-30 | $31,357,007 | 388,900 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,715,600 | 280,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $37,048,855 | 278,500 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||