Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,384
-$1,033 QoQ
Shares Held
1,845
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,924
of 3,472 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $128,934,348 across 9 Software - Infrastructure names. ORCL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
140,900 | $52,558,517 | |
| 2 | SNPS |
Synopsys Inc
|
67,599 | $30,153,885 | |
| 3 | TWLO |
Twilio Inc
|
80,590 | $16,628,134 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
91,535 | $14,373,741 | |
| 5 | CPAY |
Corpay, Inc.
|
40,873 | $13,621,744 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,042 | $1,054,930 | |
| 7 | ORCL |
Oracle Corp
This page
|
1,845 | $270,384 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,144 | $218,258 |
All Filings in ORCL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,384 | 1,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,417 | 1,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,032 | 1,919 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $518,887 | 1,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $403,372 | 1,845 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $260,046 | 1,860 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $307,450 | 1,845 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $314,388 | 1,845 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $260,514 | 1,845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $231,750 | 1,845 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $194,518 | 1,845 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $195,422 | 1,845 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219,721 | 1,845 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,245,424 | 250,166 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,660,193 | 252,755 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $114,200 | 1,870 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $210,767 | 2,419 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||