Position in RELY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$658,473
+$201,881 QoQ
Shares Held
29,383
+0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 348 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RELY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. RELY ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in RELY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,473 | 29,383 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $456,592 | 29,138 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $608,607 | 44,102 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $718,862 | 44,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $871,340 | 46,422 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,050,608 | 50,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,098,527 | 48,672 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $651,249 | 48,637 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||