Position in RELY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,444,664
+$1,332,383 QoQ
Shares Held
198,334
-0.1% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 348 holders
Holding Since
Mar 2023
14 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, 2026Corient Private Wealth LLC holds $2,990,244,447 across 62 Software - Infrastructure names. RELY ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,476,562 | $2,042,867,156 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,111,104 | $378,908,686 | |
| 3 | ORCL |
Oracle Corp
|
1,270,385 | $186,174,921 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
459,622 | $53,624,098 | |
| 5 | NET |
Cloudflare, Inc.
|
208,879 | $51,233,841 | |
| 6 | FTNT |
Fortinet, Inc.
|
211,837 | $32,542,399 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
144,764 | $27,618,799 | |
| 8 | FFIV |
F5, Inc.
|
50,745 | $21,107,890 |
All Filings in RELY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,444,664 | 198,334 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,112,281 | 198,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,842,496 | 205,978 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,222,151 | 197,678 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,811,004 | 203,037 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $4,353,232 | 209,290 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,088,758 | 181,159 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,425,076 | 181,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,195,016 | 181,107 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,756,159 | 181,107 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,487,967 | 179,607 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,529,814 | 179,612 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,380,109 | 179,602 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,044,253 | 179,602 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||