Kerrisdale Advisers’s Endava DAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.21M Buy
535,803
+184,931
+53% +$2.83M 4.28% 7
2025
Q1
$6.85M Sell
350,872
-9,070
-3% -$177K 2.86% 11
2024
Q4
$11.1M Buy
359,942
+56,781
+19% +$1.75M 3.76% 8
2024
Q3
$7.74M Buy
303,161
+97,032
+47% +$2.48M 2.63% 10
2024
Q2
$6.03M Buy
206,129
+147,617
+252% +$4.32M 1.89% 16
2024
Q1
$2.23M Buy
+58,512
New +$2.23M 0.7% 37