Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,728,746
+$10,564,170 QoQ
Shares Held
86,856
+490.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#563
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $162,535,359 across 10 Software - Infrastructure names. ORCL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
303,251 | $113,118,688 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
164,412 | $31,367,343 | |
| 3 | ORCL |
Oracle Corp
This page
|
86,856 | $12,728,746 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,772 | $1,627,347 | |
| 5 | TWLO |
Twilio Inc
|
7,575 | $1,562,949 | |
| 6 | NTAP |
NetApp, Inc.
|
3,719 | $575,552 | |
| 7 | MDB |
MongoDB, Inc.
|
1,516 | $509,224 | |
| 8 | FFIV |
F5, Inc.
|
1,055 | $438,837 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,728,746 | 86,856 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,164,576 | 14,714 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,795,204 | 14,341 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,990,143 | 10,632 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,425,932 | 15,670 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $2,490,715 | 17,815 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $677,224 | 4,064 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $698,640 | 4,100 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $549,974 | 3,895 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $489,250 | 3,895 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $410,649 | 3,895 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $420,608 | 3,971 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $427,175 | 3,587 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $342,688 | 3,688 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,465,441 | 30,162 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,903,185 | 31,164 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,711,424 | 53,119 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,030,728 | 60,809 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,052,984 | 69,407 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $3,702,066 | 42,489 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,544,366 | 45,534 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,449,549 | 63,411 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,719,372 | 88,412 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $5,317,837 | 89,076 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $4,532,195 | 82,001 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,391,509 | 70,174 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||