Position in ORCL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$793,511
-$174,606 QoQ
Shares Held
5,394
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Evanson Asset Management, LLC holds $15,078,326 across 9 Software - Infrastructure names. ORCL ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,261 | $10,091,204 | |
| 2 | XYZ |
Block, Inc.
|
22,160 | $1,333,588 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
8,388 | $818,689 | |
| 4 | ORCL |
Oracle Corp
This page
|
5,394 | $793,511 | |
| 5 | OKTA |
Okta, Inc.
|
7,337 | $577,495 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
30,612 | $487,343 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,169 | $463,561 | |
| 8 | APPN |
Appian Corp
|
12,943 | $312,055 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,511 | 5,394 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $968,117 | 4,967 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,408,449 | 5,008 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,084,186 | 4,959 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $776,504 | 5,554 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $755,879 | 4,536 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $737,320 | 4,327 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $610,407 | 4,323 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $542,383 | 4,318 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $475,805 | 4,513 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $456,303 | 4,308 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $507,680 | 4,263 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $376,976 | 4,057 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $435,592 | 5,329 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $378,878 | 6,204 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $433,054 | 6,198 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $512,346 | 6,193 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $611,778 | 7,015 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $602,068 | 6,910 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $540,988 | 6,950 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $557,430 | 7,944 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $530,781 | 8,205 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $489,540 | 8,200 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $452,882 | 8,194 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $395,726 | 8,188 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||