Position in RELY
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$4,693,931
+$1,581,650 QoQ
Shares Held
209,457
+5.5% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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 $2,862,811,970 across 70 Software - Infrastructure names. RELY ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,128,574 | $1,913,060,672 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,095,028 | $373,426,447 | |
| 3 | ORCL |
Oracle Corp
|
1,282,773 | $187,990,382 | |
| 4 | NET |
Cloudflare, Inc.
|
208,103 | $51,043,503 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
383,278 | $44,717,043 | |
| 6 | FTNT |
Fortinet, Inc.
|
198,342 | $30,469,297 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
130,456 | $24,889,047 | |
| 8 | FFIV |
F5, Inc.
|
49,673 | $20,661,980 |
All Filings in RELY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,693,931 | 209,457 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||