Position in RELY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$106,721,730
+$39,539,489 QoQ
Shares Held
4,762,237
+11.1% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 348 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RELY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. RELY ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in RELY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,721,730 | 4,762,237 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $67,182,241 | 4,287,316 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,269,599 | 4,149,971 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $66,541,016 | 4,082,271 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $70,338,622 | 3,747,396 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $75,247,951 | 3,617,690 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $79,648,333 | 3,528,947 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $46,592,727 | 3,479,666 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $40,871,039 | 3,372,198 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $64,281,638 | 3,099,404 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $57,737,970 | 2,973,119 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,727,802 | 2,764,782 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $36,390,427 | 1,933,604 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $32,562,051 | 1,921,065 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,300,858 | 1,860,337 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,521,093 | 1,755,494 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,160,018 | 804,180 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,464,786 | 148,408 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,481,530 | 217,339 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,662,368 | 127,040 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||