Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,050,724
+$4,578,928 QoQ
Shares Held
54,935
+132.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#708
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthspire Advisors, LLC holds $171,710,510 across 20 Software - Infrastructure names. ORCL ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
This page
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,488 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,050,724 | 54,935 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,471,796 | 23,600 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,464,356 | 43,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,166,749 | 21,927 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,525,859 | 20,701 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,939,784 | 21,027 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,629,585 | 21,781 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,569,198 | 20,946 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,731,655 | 19,346 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,398,522 | 19,095 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,156,886 | 20,458 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,021,589 | 19,086 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,266,283 | 10,633 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $953,359 | 10,260 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,187,763 | 14,531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $592,440 | 9,701 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $451,220 | 6,458 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $456,586 | 5,519 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,503,762 | 17,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,261,816 | 14,482 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $540,754 | 6,947 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,535,031 | 36,127 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,992,840 | 30,806 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,426,292 | 23,891 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,128,060 | 20,410 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,357,730 | 48,784 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||