Position in RELY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$382,224
+$100,886 QoQ
Shares Held
17,056
-1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#220
of 348 holders
Holding Since
Jun 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, 2026Values First Advisors, Inc. holds $3,609,818 across 5 Software - Infrastructure names. RELY ranks #4 (10.6% of the industry book) .
All Filings in RELY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,224 | 17,056 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $281,338 | 17,260 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $336,752 | 17,941 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $325,665 | 15,657 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $348,503 | 15,441 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $198,011 | 14,788 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $137,707 | 11,362 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||