OneDigital Investment Advisors LLC

Position in ORCL — Oracle Corp

CIK 1690370 OVERLAND PARK, KS

Position in ORCL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,080,448

-$666,109 QoQ

Shares Held

34,667

-11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#886

of 3,487 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $133,479,531 across 24 Software - Infrastructure names. ORCL ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	236,371	$88,171,110
2	PANW	Palo Alto Networks Inc	25,037	$8,538,117
3	IOT	Samsara Inc.	247,355	$8,021,722
4	CRWD	CrowdStrike Holdings, Inc.	38,592	$7,362,774
5	ORCL	Oracle Corp This page	34,667	$5,080,448
6	PLTR	Palantir Technologies Inc.	37,255	$4,346,540
7	FLYW	Flywire Corp	78,218	$1,374,290
8	NET	Cloudflare, Inc.	5,015	$1,230,079

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,080,448	34,667	-11.3%	Shares	Sole	2026-08-07
2026-03-31	$5,746,557	39,063	+1.2%	Shares	Sole	2026-05-08
2025-12-31	$7,525,085	38,608	+4.6%	Shares	Sole	2026-02-13
2025-09-30	$10,379,162	36,905	-3.8%	Shares	Sole	2025-11-10
2025-06-30	$8,384,460	38,350	-2.6%	Shares	Sole	2025-08-07
2025-03-31	$5,506,976	39,389	-7.7%	Shares	Sole	2025-04-29
2024-12-31	$7,115,194	42,698	-8.0%	Shares	Sole	2025-02-13
2024-09-30	$7,910,479	46,423	+1.1%	Shares	Sole	2024-11-06
2024-06-30	$6,481,786	45,905	+82.8%	Shares	Sole	2024-08-02
2024-03-31	$3,153,564	25,106	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$2,643,130	25,070	+51.0%	Shares	Sole	2024-02-13
2023-09-30	$1,759,013	16,607	-25.0%	Shares	Sole	2023-11-14
2023-06-30	$2,637,486	22,147	+22.0%	Shares	Sole	2023-08-07
2023-03-31	$1,686,776	18,153	+34.0%	Shares	Sole	2023-05-10
2022-12-31	$1,107,331	13,547	+1.4%	Shares	Sole	2023-02-02
2022-09-30	$815,773	13,358	+5.4%	Shares	Sole	2022-11-08
2022-06-30	$885,741	12,677	-4.8%	Shares	Sole	2022-08-08
2022-03-31	$1,102,046	13,321	+17.4%	Shares	Sole	2022-05-05
2021-12-31	$989,833	11,350	-1.7%	Shares	Sole	2022-02-23
2021-09-30	$1,006,090	11,547	-9.5%	Shares	Sole	2021-11-05
2021-06-30	$993,549	12,764	+12.3%	Shares	Sole	2021-08-09
2021-03-31	$797,762	11,369	+15.0%	Shares	Sole	2021-05-10
2020-12-31	$639,331	9,883	+6.7%	Shares	Sole	2021-02-08
2020-09-30	$552,822	9,260	-14.4%	Shares	Sole	2020-10-09
2020-06-30	$597,910	10,818	+2.3%	Shares	Sole	2020-08-14
2020-03-31	$511,041	10,574	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.