Position in DAVA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,280
+$2,244 QoQ
Shares Held
516
+12800.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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, 2026Bell Investment Advisors, Inc holds $3,063,890 across 59 Software - Infrastructure names. DAVA ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,517 | $2,042,227 | |
| 2 | GTLB |
Gitlab Inc.
|
13,077 | $282,986 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,195 | $174,804 | |
| 4 | PANW |
Palo Alto Networks Inc
|
697 | $111,743 | |
| 5 | ORCL |
Oracle Corp
|
603 | $88,707 | |
| 6 | SNPS |
Synopsys Inc
|
206 | $81,674 | |
| 7 | NET |
Cloudflare, Inc.
|
218 | $44,982 | |
| 8 | FFIV |
F5, Inc.
|
80 | $23,146 |
All Filings in DAVA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,280 | 516 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $36 | 4 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $61 | 4 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $760 | 39 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,205 | 39 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $510 | 20 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $116 | 4 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $798 | 21 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $311 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $229 | 4 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $207 | 4 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $268 | 4 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $306 | 4 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $322 | 4 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $794 | 9 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||