Position in RELY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$78,350
+$9,350 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RELY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JNBA Financial Advisors holds $13,309,124 across 15 Software - Infrastructure names. RELY ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,620 | $12,074,945 | |
| 2 | ORCL |
Oracle Corp
|
6,624 | $974,456 | |
| 3 | SNPS |
Synopsys Inc
|
252 | $99,912 | |
| 4 | RELY |
Remitly Global, Inc.
This page
|
5,000 | $78,350 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
179 | $26,184 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
100 | $14,285 | |
| 7 | FTNT |
Fortinet, Inc.
|
141 | $11,522 | |
| 8 | FIVN |
Five9, Inc.
|
400 | $6,068 |
All Filings in RELY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,350 | 5,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $69,000 | 5,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $81,500 | 5,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $93,850 | 5,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $104,000 | 5,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $112,850 | 5,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $66,950 | 5,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $60,600 | 5,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $103,700 | 5,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $97,100 | 5,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $135,784 | 5,384 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $101,326 | 5,384 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $176,008 | 10,384 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $118,896 | 10,384 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $115,470 | 10,384 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $79,541 | 10,384 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||