Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$156,837,648
-$55,190,126 QoQ
Shares Held
1,066,125
-2.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.29621292062375426.ToString("F0")%
Shared 0.ToString("F0")%
None 99.70378707937626.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2025CallValue
$65,589
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. ORCL ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,870,580 | $1,432,772,598 | |
| 2 | ORCL |
Oracle Corp
This page
|
1,066,125 | $156,837,648 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
714,374 | $104,498,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
403,778 | $64,733,688 | |
| 5 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 6 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 7 | ZS |
Zscaler, Inc.
|
160,547 | $22,523,138 | |
| 8 | NET |
Cloudflare, Inc.
|
93,302 | $19,251,933 |
All Filings in ORCL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,837,648 | 1,066,125 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $212,027,774 | 1,087,824 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $279,031,984 | 992,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $65,589 | 300 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $182,690,506 | 835,615 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $115,509,903 | 826,192 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $128,205,482 | 769,356 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $132,045,004 | 774,912 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $105,133,413 | 744,571 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $76,001,334 | 605,058 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $61,954,146 | 587,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $65,144,824 | 615,038 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $66,603,702 | 559,272 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $51,107,950 | 550,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $44,637,560 | 546,092 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $30,678,331 | 502,347 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $36,597,486 | 523,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,447,200 | 416,381 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,482,387 | 338,062 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,244,024 | 370,068 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $29,120,488 | 374,107 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,297,680 | 104,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $26,677,441 | 380,183 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $24,426,038 | 377,586 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $24,722,904 | 414,119 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $17,910 | 300 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $21,200,134 | 383,574 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,224,800 | 418,473 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||