Position in RELY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$623,625
+$435,037 QoQ
Shares Held
27,828
+131.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#193
of 348 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Keebeck Wealth Management holds $22,993,644 across 8 Software - Infrastructure names. RELY ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,298 | $18,389,139 | |
| 2 | ORCL |
Oracle Corp
|
9,775 | $1,432,526 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,763 | $672,369 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,953 | $666,012 | |
| 5 | RELY |
Remitly Global, Inc.
This page
|
27,828 | $623,625 | |
| 6 | PATH |
UiPath, Inc.
|
42,000 | $456,540 | |
| 7 | NET |
Cloudflare, Inc.
|
1,675 | $410,844 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
17,408 | $342,589 |
All Filings in RELY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,625 | 27,828 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $188,588 | 12,035 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $166,083 | 12,035 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $425,152 | 26,083 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $213,640 | 11,382 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $217,921 | 10,477 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $204,980 | 9,082 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||