MISSION WEALTH MANAGEMENT, LP

Position in ORCL — Oracle Corp

CIK 1645382 Santa Barbara, CA

Back to ORCL Full portfolio

Position in ORCL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,505,178

-$1,510,327 QoQ

Shares Held

78,208

+17.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in ORCL Over Time

Shares Held

Position Value (USD)

Derivatives in ORCL

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$882,660

PutShares

6,000

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, 2026

MISSION WEALTH MANAGEMENT, LP holds $180,886,615 across 14 Software - Infrastructure names. ORCL ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	412,565	$152,719,186
2	ORCL	Oracle Corp This page	78,208	$11,505,178
3	AKAM	Akamai Technologies Inc	41,520	$4,768,572
4	PANW	Palo Alto Networks Inc	18,642	$2,988,685
5	PLTR	Palantir Technologies Inc.	14,831	$2,169,478
6	NET	Cloudflare, Inc.	8,653	$1,785,460
7	IOT	Samsara Inc.	41,732	$1,322,487
8	ZS	Zscaler, Inc.	6,208	$870,920

All Filings in ORCL

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,505,178	78,208	+1203.5%	Shares	Sole	2026-05-15
2026-03-31	$882,660	6,000	-91.0%	Put	Sole	2026-05-15
2025-12-31	$13,015,505	66,777	+480.7%	Shares	Sole	2026-02-05
2025-12-31	$2,241,465	11,500	-84.6%	Put	Sole	2026-02-05
2025-09-30	$20,940,005	74,456	+1278.8%	Shares	Sole	2025-11-04
2025-09-30	$1,518,696	5,400	-88.9%	Put	Sole	2025-11-04
2025-06-30	$10,631,539	48,628	-10.4%	Shares	Sole	2025-08-05
2025-03-31	$7,590,284	54,290	+2485.2%	Shares	Sole	2025-04-17
2024-12-31	$349,944	2,100	-96.9%	Put	Sole	2025-02-06
2024-12-31	$11,364,348	68,197	+13.5%	Shares	Sole	2025-02-06
2024-09-30	$10,237,972	60,082	+2761.0%	Shares	Sole	2024-10-31
2024-09-30	$357,840	2,100	-69.1%	Put	Sole	2024-10-31
2024-06-30	$960,160	6,800	-91.0%	Put	Sole	2024-08-05
2024-06-30	$10,624,876	75,247	+1.5%	Shares	Sole	2024-08-05
2024-03-31	$9,314,358	74,153	+723.9%	Shares	Sole	2024-04-30
2024-03-31	$1,130,490	9,000	-5.3%	Put	Sole	2024-04-30
2023-12-31	$1,001,585	9,500	-88.0%	Put	Sole	2024-02-05
2023-12-31	$8,372,512	79,413	+9.9%	Shares	Sole	2024-02-05
2023-09-30	$7,657,168	72,292	+420.1%	Shares	Sole	2023-10-24
2023-09-30	$1,472,288	13,900	+363.3%	Put	Sole	2023-10-24
2023-06-30	$357,270	3,000	-89.6%	Put	Sole	2023-08-04
2023-06-30	$3,446,821	28,943	-1.3%	Shares	Sole	2023-08-04
2023-03-31	$2,723,856	29,314	+551.4%	Shares	Sole	2023-04-07
2023-03-31	$418,140	4,500	-85.1%	Put	Sole	2023-04-07
2022-12-31	$2,470,918	30,229	+439.8%	Shares	Sole	2023-02-02
2022-12-31	$457,744	5,600	-6.7%	Put	Sole	2023-02-02
2022-09-30	$366,420	6,000	-79.3%	Put	Sole	2022-10-12
2022-09-30	$1,773,778	29,045	+36.2%	Shares	Sole	2022-10-12
2022-06-30	$1,489,977	21,325	+9.9%	Shares	Sole	2022-07-27
2022-03-31	$1,605,789	19,410	-2.3%	Shares	Sole	2022-04-25
2021-12-31	$1,733,298	19,875	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$1,703,565	19,552	-14.1%	Shares	Sole	2021-11-05
2021-06-30	$1,771,093	22,753	-0.4%	Shares	Sole	2021-08-10
2021-03-31	$1,603,384	22,850	+9.2%	Shares	Sole	2021-05-10
2020-12-31	$1,353,832	20,928	+3.4%	Shares	Sole	2021-01-19
2020-09-30	$1,208,029	20,235	+13.4%	Shares	Sole	2020-10-16
2020-06-30	$986,624	17,851	+18.5%	Shares	Sole	2020-08-03
2020-03-31	$727,801	15,059	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.