Point Windward Advisors Inc.

Position in ORCL — Oracle Corp

CIK 1356202 NEW YORK, NY

Position in ORCL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,767,889

-$24,847 QoQ

Shares Held

18,887

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,141

of 3,472 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Point Windward Advisors Inc. holds $8,430,030 across 3 Software - Infrastructure names. ORCL ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,459	$4,274,436
2	ORCL	Oracle Corp This page	18,887	$2,767,889
3	BB	BLACKBERRY Ltd	109,700	$1,387,705

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,767,889	18,887	-0.5%	Shares	Sole	2026-07-30
2026-03-31	$2,792,736	18,984	+6.1%	Shares	Sole	2026-04-09
2025-12-31	$3,487,914	17,895	-6.2%	Shares	Sole	2026-01-14
2025-09-30	$5,363,809	19,072	-16.6%	Shares	Sole	2025-10-14
2025-06-30	$4,998,537	22,863	-28.8%	Shares	Sole	2025-07-30
2025-03-31	$4,491,396	32,125	+4.2%	Shares	Sole	2025-04-23
2024-12-31	$5,139,844	30,844	+2.1%	Shares	Sole	2025-01-15
2024-09-30	$5,146,761	30,204	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$4,278,783	30,303	+1.7%	Shares	Sole	2024-07-12
2024-03-31	$3,741,670	29,788	+751.1%	Shares	Sole	2024-04-12
2023-12-31	$369,005	3,500	0.0%	Shares	Sole	2024-01-10
2023-09-30	$370,720	3,500	0.0%	Shares	Sole	2023-10-11
2023-06-30	$416,815	3,500	0.0%	Shares	Sole	2023-07-11
2023-03-31	$325,220	3,500	0.0%	Shares	Sole	2023-04-14
2022-12-31	$286,090	3,500	0.0%	Shares	Sole	2023-01-18
2022-09-30	$213,745	3,500	0.0%	Shares	Sole	2022-10-12
2022-06-30	$244,545	3,500	0.0%	Shares	Sole	2022-07-11
2022-03-31	$289,555	3,500	0.0%	Shares	Sole	2022-04-19
2021-12-31	$305,235	3,500	0.0%	Shares	Sole	2022-01-19
2021-09-30	$304,955	3,500	0.0%	Shares	Sole	2021-10-14
2021-06-30	$272,440	3,500	0.0%	Shares	Sole	2021-07-15
2021-03-31	$245,595	3,500	0.0%	Shares	Sole	2021-04-19
2020-12-31	$226,415	3,500	0.0%	Shares	Sole	2021-01-22
2020-09-30	$208,950	3,500	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.