Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,262,096
+$121,823 QoQ
Shares Held
254,262
+0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#320
of 3,472 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $368,812,663 across 26 Software - Infrastructure names. ORCL ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
689,804 | $257,310,688 | |
| 2 | ORCL |
Oracle Corp
This page
|
254,262 | $37,262,096 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,594 | $32,599,465 | |
| 4 | CPAY |
Corpay, Inc.
|
35,981 | $11,991,387 | |
| 5 | SNPS |
Synopsys Inc
|
14,639 | $6,530,018 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
31,852 | $6,076,883 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
48,242 | $5,628,394 | |
| 8 | FTNT |
Fortinet, Inc.
|
11,111 | $1,706,871 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,262,096 | 254,262 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,140,273 | 252,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,658,642 | 234,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,145,487 | 238,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,390,101 | 244,203 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,114,794 | 215,398 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,256,464 | 157,564 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,325,032 | 72,330 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,095,939 | 71,501 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,734,296 | 13,807 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $817,925 | 7,758 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $689,538 | 6,510 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $771,226 | 6,476 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $591,620 | 6,367 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $638,960 | 7,817 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $394,939 | 6,467 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $387,498 | 5,546 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $295,097 | 3,567 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $307,153 | 3,522 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $307,830 | 3,533 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,517 | 3,501 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $251,840 | 3,589 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $231,460 | 3,578 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $217,763 | 3,940 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $210,670 | 4,359 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||