Position in ORCL
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$56,063,915
-$27,837,238 QoQ
Shares Held
381,102
-11.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.4481699077147527.ToString("F0")%
Shared 0.ToString("F0")%
None 97.55183009228526.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $817,636,752 across 70 Software - Infrastructure names. ORCL ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,572,845 | $582,220,033 | |
| 2 | PANW |
Palo Alto Networks Inc
|
496,994 | $79,678,078 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
464,688 | $67,974,560 | |
| 4 | ORCL |
Oracle Corp
This page
|
381,102 | $56,063,915 | |
| 5 | NET |
Cloudflare, Inc.
|
24,750 | $5,106,915 | |
| 6 | CRWV |
CoreWeave, Inc.
|
59,155 | $4,582,737 | |
| 7 | SNPS |
Synopsys Inc
|
6,521 | $2,585,446 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
17,315 | $2,473,447 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,063,915 | 381,102 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $83,901,153 | 430,461 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $89,351,635 | 317,706 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $66,798,461 | 305,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $74,514,395 | 532,969 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $85,310,848 | 511,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $84,595,250 | 496,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,858,841 | 494,751 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $59,118,597 | 470,652 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,959,376 | 473,863 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $52,036,589 | 491,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,766,033 | 485,062 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $45,002,549 | 484,315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,835,246 | 475,107 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,311,749 | 136,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,631,998 | 137,856 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $11,138,519 | 134,637 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $37,838,849 | 433,882 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $32,914,489 | 377,763 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $27,078,434 | 347,873 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,591,511 | 51,183 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,564,160 | 55,096 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,292,847 | 71,907 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,604,267 | 65,212 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,524,855 | 52,242 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||