Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$154,903
+$16,473 QoQ
Shares Held
1,057
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,227
of 3,472 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,614,590 across 7 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,806 | $1,792,733 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,416 | $482,884 | |
| 3 | ORCL |
Oracle Corp
This page
|
1,057 | $154,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
873 | $101,852 | |
| 5 | FTNT |
Fortinet, Inc.
|
273 | $41,938 | |
| 6 | SNPS |
Synopsys Inc
|
70 | $31,224 | |
| 7 | VRSN |
Verisign Inc/Ca
|
36 | $9,056 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,903 | 1,057 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $138,430 | 941 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $183,410 | 941 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $735,161 | 2,614 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $157,413 | 720 | Shares | Other | 2025-07-31 | |
| 2024-09-30 | $2,641,200 | 15,500 | Shares | Other | 2024-10-30 | |
| 2023-09-30 | $30,716 | 290 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $34,536 | 290 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,946 | 290 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $954,313 | 11,675 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $808,322 | 13,236 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $943,943 | 13,510 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $812,655 | 9,823 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $966,548 | 11,083 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $954,683 | 10,957 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $650,586 | 8,358 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $539,887 | 7,694 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $1,058,845 | 16,368 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $17,492 | 293 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $6,300 | 114 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||