MORGAN STANLEY

Position in DAVA — Endava plc

CIK 895421 NEW YORK, NY

Back to DAVA Full portfolio

Position in DAVA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$156,840

-$79,399 QoQ

Shares Held

55,421

+3.7% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 72 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in DAVA Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. DAVA ranks #120 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc.	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

All Filings in DAVA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$156,840	55,421	+3.7%	Shares	Defined	2026-08-13
2026-03-31	$236,239	53,448	-38.3%	Shares	Defined	2026-05-15
2025-12-31	$547,076	86,563	+4.8%	Shares	Defined	2026-05-27
2025-09-30	$751,330	82,564	-42.3%	Shares	Defined	2026-05-27
2025-06-30	$2,192,122	143,089	-24.9%	Shares	Defined	2025-08-15
2025-03-31	$3,718,701	190,605	-9.1%	Shares	Defined	2025-05-15
2024-12-31	$6,481,581	209,760	-76.1%	Shares	Defined	2025-05-15
2024-09-30	$22,387,109	876,551	+20.0%	Shares	Defined	2025-05-14
2024-06-30	$21,362,098	730,578	+198.6%	Shares	Defined	2025-05-14
2024-03-31	$9,306,294	244,645	+441.1%	Shares	Defined	2024-10-17
2023-12-31	$3,519,518	45,209	-66.5%	Shares	Defined	2024-08-16
2023-09-30	$7,747,466	135,091	-42.1%	Shares	Defined	2023-11-15
2023-06-30	$12,085,505	233,356	+183.2%	Shares	Defined	2023-08-14
2023-03-31	$5,536,436	82,412	-62.8%	Shares	Defined	2023-05-15
2022-12-31	$16,959,743	221,696	+25.2%	Shares	Defined	2023-02-14
2022-09-30	$14,275,296	177,047	-0.5%	Shares	Defined	2022-11-14
2022-06-30	$15,706,319	177,935	+73.7%	Shares	Defined	2022-10-27
2022-03-31	$13,625,065	102,421	-15.6%	Shares	Defined	2022-10-27
2021-12-31	$20,384,143	121,392	+155.6%	Shares	Defined	2022-02-14
2021-09-30	$6,452,465	47,497	-38.9%	Shares	Defined	2021-11-15
2021-06-30	$8,818,242	77,776	-47.4%	Shares	Defined	2021-08-23
2021-03-31	$12,528,952	147,939	-40.8%	Shares	Defined	2021-05-17
2020-12-31	$19,180,054	249,903	+233.6%	Shares	Defined	2021-02-16
2020-09-30	$4,731,261	74,921	+233.7%	Shares	Defined	2020-11-13
2020-06-30	$1,084,430	22,452	-80.2%	Shares	Defined	2020-08-14
2020-03-31	$3,993,015	113,567	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.