Cannell & Spears LLC

Position in ORCL — Oracle Corp

CIK 1426319 NEW YORK, NY

Position in ORCL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$54,923,518

-$32,451,906 QoQ

Shares Held

373,350

-16.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Cannell & Spears LLC holds $312,538,166 across 7 Software - Infrastructure names. ORCL ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	656,147	$242,885,934
2	ORCL	Oracle Corp This page	373,350	$54,923,518
3	CHKP	Check Point Software Technologies Ltd	84,834	$12,118,536
4	NN	Nextnav Inc.	122,851	$1,968,073
5	PLTR	Palantir Technologies Inc.	2,014	$294,607
6	CRWV	CoreWeave, Inc.	2,661	$206,147
7	SKYA	SkyAI, Inc.	84,138	$141,351

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,923,518	373,350	-16.7%	Shares	Sole	2026-05-15
2025-12-31	$87,375,424	448,286	-14.5%	Shares	Sole	2026-02-17
2025-09-30	$147,517,129	524,524	-16.7%	Shares	Sole	2025-11-14
2025-06-30	$137,705,417	629,856	+44.3%	Shares	Sole	2025-08-14
2025-03-31	$61,041,325	436,602	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$73,093,136	438,629	-12.9%	Shares	Sole	2025-02-12
2024-09-30	$85,788,391	503,453	-5.6%	Shares	Sole	2024-11-12
2024-06-30	$75,343,190	533,592	+0.6%	Shares	Sole	2024-08-12
2024-03-31	$66,650,675	530,616	+11.9%	Shares	Sole	2024-05-10
2023-12-31	$49,972,660	473,989	+5.5%	Shares	Sole	2024-02-14
2023-09-30	$47,583,606	449,241	-0.7%	Shares	Sole	2023-11-21
2023-06-30	$53,884,890	452,472	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$42,880,349	461,476	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$37,712,629	461,373	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$28,153,514	461,004	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$32,319,835	462,571	-0.1%	Shares	Sole	2022-08-08
2022-03-31	$38,295,137	462,893	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$39,898,313	457,497	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$40,009,486	459,193	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$36,161,272	464,559	-34.3%	Shares	Sole	2021-08-09
2021-03-31	$49,627,171	707,242	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$46,185,296	713,948	-2.0%	Shares	Sole	2021-02-12
2020-09-30	$43,470,674	728,152	-0.1%	Shares	Sole	2020-11-16
2020-06-30	$40,302,220	729,188	-0.8%	Shares	Sole	2020-08-12
2020-03-31	$35,537,049	735,300	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.