Position in ORCL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,522,362
+$3,800,333 QoQ
Shares Held
37,539
+324.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Edgestream Partners, L.P. holds $77,453,505 across 23 Software - Infrastructure names. ORCL ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,128 | $13,743,671 | |
| 2 | S |
SentinelOne, Inc.
|
485,772 | $6,256,743 | |
| 3 | AI |
C3.ai, Inc.
|
658,573 | $5,545,184 | |
| 4 | ORCL |
Oracle Corp
This page
|
37,539 | $5,522,362 | |
| 5 | NTCT |
Netscout Systems Inc
|
171,391 | $5,448,519 | |
| 6 | TOST |
Toast, Inc.
|
189,366 | $5,020,092 | |
| 7 | NTAP |
NetApp, Inc.
|
44,831 | $4,590,246 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
373,771 | $4,354,432 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,522,362 | 37,539 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,722,029 | 8,835 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,917,385 | 8,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,092,561 | 50,730 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,500,259 | 9,003 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $517,356 | 3,664 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,729,775 | 13,771 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $757,409 | 7,184 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,087,904 | 10,271 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,849,229 | 15,528 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,133,345 | 12,197 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $494,608 | 6,051 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,375,179 | 120,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,440,357 | 77,864 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,758,300 | 33,341 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,554,042 | 86,619 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $240,391 | 2,759 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $795,446 | 10,219 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,989,220 | 85,353 | Shares | Sole | 2021-05-06 | |
| 2020-06-30 | $1,786,547 | 32,324 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,432,835 | 50,338 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||