Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,729,672,349
-$1,625,245,585 QoQ
Shares Held
38,948,218
+3.2% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.91504360995413.ToString("F0")%
Shared 0.ToString("F0")%
None 0.08495639004588092.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $101,328,675,552 across 147 Software - Infrastructure names. ORCL ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
This page
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 7 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 | |
| 8 | XYZ |
Block, Inc.
|
14,714,249 | $885,503,504 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,729,672,349 | 38,948,218 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,354,917,934 | 37,734,944 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,425,445,866 | 37,069,570 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,941,314,323 | 36,323,077 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,254,439,802 | 37,582,718 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,968,095,284 | 35,814,302 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,997,173,982 | 35,194,683 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,844,521,450 | 34,309,642 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $4,178,062,052 | 33,262,177 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,353,716,491 | 31,809,888 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,274,563,828 | 30,915,444 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,466,640,113 | 29,109,414 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,578,881,051 | 27,753,778 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,257,445,867 | 27,617,395 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,685,008,813 | 27,591,433 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,957,556,314 | 28,017,122 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,272,959,759 | 27,474,432 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,382,947,668 | 27,324,248 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,396,441,991 | 27,504,212 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,251,706,714 | 28,927,373 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,008,390,162 | 28,621,778 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,857,848,346 | 28,719,251 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,747,562,876 | 29,272,410 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,684,760,755 | 30,482,373 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,494,658,654 | 30,926,105 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||