Atria Investments, Inc

Position in ORCL — Oracle Corp

CIK 1535865 Charlotte, NC

Position in ORCL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$29,568,815

-$15,796,877 QoQ

Shares Held

200,998

-13.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Technology · as of Mar 31, 2026

Atria Investments, Inc holds $214,587,449 across 31 Software - Infrastructure names. ORCL ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	378,958	$140,278,882
2	ORCL	Oracle Corp This page	200,998	$29,568,815
3	PLTR	Palantir Technologies Inc.	71,190	$10,413,673
4	SNPS	Synopsys Inc	13,995	$5,548,737
5	PANW	Palo Alto Networks Inc	34,421	$5,518,374
6	NET	Cloudflare, Inc.	12,714	$2,623,406
7	CHKP	Check Point Software Technologies Ltd	15,296	$2,185,033
8	XYZ	Block, Inc.	32,036	$1,927,926

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,568,815	200,998	-13.6%	Shares	Sole	2026-05-05
2025-12-31	$45,365,692	232,752	-8.1%	Shares	Sole	2026-02-05
2025-09-30	$71,245,123	253,325	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$55,002,498	251,578	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$35,237,992	252,042	-4.1%	Shares	Sole	2025-05-06
2024-12-31	$43,778,161	262,711	+3.9%	Shares	Sole	2025-02-06
2024-09-30	$43,081,039	252,823	+17.7%	Shares	Sole	2024-11-01
2024-06-30	$30,321,852	214,744	+7.8%	Shares	Sole	2024-08-13
2024-03-31	$25,023,270	199,214	+5.2%	Shares	Sole	2024-05-21
2023-12-31	$19,965,700	189,374	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$18,905,660	178,490	+3.4%	Shares	Sole	2023-11-07
2023-06-30	$20,554,934	172,600	-8.4%	Shares	Sole	2023-08-04
2023-03-31	$17,514,769	188,493	+2.4%	Shares	Sole	2023-05-10
2022-12-31	$15,042,775	184,032	+5.6%	Shares	Sole	2023-01-31
2022-09-30	$10,647,432	174,348	+2.0%	Shares	Sole	2022-11-01
2022-06-30	$11,938,407	170,866	-7.0%	Shares	Sole	2022-08-11
2022-03-31	$15,197,252	183,697	+2.8%	Shares	Sole	2022-05-02
2021-12-31	$15,580,502	178,655	+4.7%	Shares	Sole	2022-02-04
2021-09-30	$14,871,087	170,677	-2.2%	Shares	Sole	2021-11-16
2021-06-30	$13,581,601	174,481	-5.0%	Shares	Sole	2021-08-10
2021-03-31	$12,892,544	183,733	+3.5%	Shares	Sole	2021-05-11
2020-12-31	$11,488,685	177,596	+3.3%	Shares	Sole	2021-02-12
2020-09-30	$10,261,295	171,881	+24.2%	Shares	Sole	2020-11-05
2020-06-30	$7,648,760	138,389	-37.5%	Shares	Sole	2020-09-22
2020-03-31	$10,697,845	221,350	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.