Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$172,367,315
-$58,404,369 QoQ
Shares Held
1,171,690
-1.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.3975112871152.ToString("F0")%
Shared 11.59223002671355.ToString("F0")%
None 22.01025868617126.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$220,665
CallShares
1,500
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, 2026Cerity Partners LLC holds $2,285,413,280 across 70 Software - Infrastructure names. ORCL ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,102,747 | $1,518,713,855 | |
| 2 | ORCL |
Oracle Corp
This page
|
1,171,690 | $172,367,315 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,035,004 | $165,931,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
866,938 | $126,815,689 | |
| 5 | SNPS |
Synopsys Inc
|
121,711 | $48,255,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
430,179 | $35,154,226 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
291,489 | $28,450,054 | |
| 8 | XYZ |
Block, Inc.
|
410,501 | $24,703,949 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,665 | 1,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $172,367,315 | 1,171,690 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $230,771,684 | 1,183,991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $299,724,780 | 1,065,726 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $227,805,901 | 1,041,970 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $142,811,161 | 1,021,466 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $141,335,882 | 848,151 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $150,850,008 | 885,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $95,815,354 | 678,579 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $94,134,646 | 749,420 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $93,311,454 | 885,056 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $30,421,283 | 287,210 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $61,548,331 | 516,822 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $47,052,086 | 506,372 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,494,347 | 397,533 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $17,300,276 | 283,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,497,733 | 264,745 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $8,134,675 | 98,328 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,229,658 | 94,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,571,867 | 75,426 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,793,553 | 74,429 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,407,791 | 77,067 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $4,876,138 | 75,377 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,342,995 | 72,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,186,647 | 39,563 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,272,573 | 47,022 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||