Barton Investment Management

Position in ORCL — Oracle Corp

CIK 1387818 WEST CONSHOHOCKEN, PA

Position in ORCL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$847,791

-$3,240 QoQ

Shares Held

5,785

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,949

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Barton Investment Management holds $54,130,731 across 5 Software - Infrastructure names. ORCL ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	214,259	$29,235,640
2	GTLB	Gitlab Inc.	480,456	$14,668,321
3	MSFT	Microsoft Corp	24,416	$9,107,656
4	ORCL	Oracle Corp This page	5,785	$847,791
5	TWLO	Twilio Inc	1,315	$271,323

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,791	5,785	0.0%	Shares	Sole	2026-07-20
2026-03-31	$851,031	5,785	0.0%	Shares	Sole	2026-04-20
2025-12-31	$1,127,554	5,785	-6.5%	Shares	Sole	2026-01-21
2025-09-30	$1,739,469	6,185	-6.1%	Shares	Sole	2025-10-21
2025-06-30	$1,439,678	6,585	0.0%	Shares	Sole	2025-07-21
2025-03-31	$920,648	6,585	-9.5%	Shares	Sole	2025-04-11
2024-12-31	$1,212,306	7,275	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,239,660	7,275	0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,027,230	7,275	0.0%	Shares	Sole	2024-07-18
2024-03-31	$913,812	7,275	0.0%	Shares	Sole	2024-04-26
2023-12-31	$767,003	7,275	0.0%	Shares	Sole	2024-01-24
2023-09-30	$770,568	7,275	0.0%	Shares	Sole	2023-10-16
2023-06-30	$866,379	7,275	0.0%	Shares	Sole	2023-07-24
2023-03-31	$675,993	7,275	0.0%	Shares	Sole	2023-04-18
2022-12-31	$594,658	7,275	-36.0%	Shares	Sole	2023-01-26
2022-09-30	$694,671	11,375	0.0%	Shares	Sole	2022-10-20
2022-06-30	$794,771	11,375	0.0%	Shares	Sole	2022-07-15
2022-03-31	$941,053	11,375	0.0%	Shares	Sole	2022-04-20
2021-12-31	$992,013	11,375	0.0%	Shares	Sole	2022-01-18
2021-09-30	$991,103	11,375	0.0%	Shares	Sole	2021-10-18
2021-06-30	$885,430	11,375	0.0%	Shares	Sole	2021-07-26
2021-03-31	$798,183	11,375	0.0%	Shares	Sole	2021-04-16
2020-12-31	$735,848	11,375	0.0%	Shares	Sole	2021-01-13
2020-09-30	$679,087	11,375	0.0%	Shares	Sole	2020-10-19
2020-06-30	$628,696	11,375	0.0%	Shares	Sole	2020-08-17
2020-03-31	$549,753	11,375	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.