Position in ORCL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$61,832,686
-$17,904,605 QoQ
Shares Held
420,316
+2.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Janney Montgomery Scott LLC holds $1,132,954,068 across 43 Software - Infrastructure names. ORCL ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,238,486 | $828,620,362 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
481,712 | $70,464,831 | |
| 3 | PANW |
Palo Alto Networks Inc
|
410,401 | $65,795,488 | |
| 4 | ORCL |
Oracle Corp
This page
|
420,316 | $61,832,686 | |
| 5 | SNPS |
Synopsys Inc
|
52,264 | $20,721,630 | |
| 6 | TOST |
Toast, Inc.
|
524,792 | $13,912,235 | |
| 7 | NTAP |
NetApp, Inc.
|
118,939 | $12,178,164 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
72,127 | $10,303,341 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,832,686 | 420,316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $79,737,291 | 409,098 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $114,549,895 | 407,303 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $86,238,822 | 394,451 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $50,234,012 | 359,302 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $68,011,116 | 408,132 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $60,146,258 | 352,971 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $51,004,828 | 361,224 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $45,015,986 | 358,379 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $34,992,321 | 331,901 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $39,095,707 | 369,106 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $42,685,071 | 358,427 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $34,027,489 | 366,202 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $31,315,983 | 383,117 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $22,638,282 | 370,694 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $24,622,397 | 352,403 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $29,837,732 | 360,664 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $30,673,326 | 351,718 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $30,115,089 | 345,634 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $27,499,081 | 353,277 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $23,203,394 | 330,674 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $20,822,287 | 321,878 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,717,646 | 296,778 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $14,678,882 | 265,585 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,675,412 | 262,268 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||