Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,045,612
-$970,601 QoQ
Shares Held
109,489
-5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#490
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$73,555
CallShares
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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. ORCL ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
906,219 | $338,037,811 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,160 | $36,884,723 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
243,293 | $28,384,994 | |
| 4 | ORCL |
Oracle Corp
This page
|
109,489 | $16,045,612 | |
| 5 | FFIV |
F5, Inc.
|
22,144 | $9,211,018 | |
| 6 | SNPS |
Synopsys Inc
|
14,866 | $6,631,276 | |
| 7 | FTNT |
Fortinet, Inc.
|
34,304 | $5,269,780 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30,710 | $3,630,229 |
All Filings in ORCL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,045,612 | 109,489 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $73,555 | 500 | Call | Sole | 2026-04-30 | |
| 2026-03-31 | $17,016,213 | 115,670 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,980,383 | 220,514 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $61,457,127 | 218,522 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $47,791,424 | 218,595 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,378,974 | 210,135 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $35,309,182 | 211,889 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $35,845,684 | 210,362 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $18,365,742 | 130,069 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,681,673 | 116,883 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,063,205 | 142,874 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,674,249 | 44,130 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,998,326 | 41,971 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,063,758 | 32,972 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,669,383 | 32,657 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,236,606 | 20,249 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,486,693 | 21,278 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,958,301 | 23,671 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,655,420 | 18,982 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $503,959 | 5,784 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,595,408 | 20,496 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,467,044 | 20,907 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,254,727 | 19,396 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,044,332 | 17,493 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $990,383 | 17,919 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,051,612 | 21,759 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||