Position in ORCL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,746,557
-$1,778,528 QoQ
Shares Held
39,063
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.3951821416685866.ToString("F0")%
Shared 0.ToString("F0")%
None 98.60481785833142.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $117,717,443 across 17 Software - Infrastructure names. ORCL ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,840 | $88,411,402 | |
| 2 | IOT |
Samsara Inc.
|
243,956 | $7,730,965 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
42,425 | $6,205,929 | |
| 4 | ORCL |
Oracle Corp
This page
|
39,063 | $5,746,557 | |
| 5 | PANW |
Palo Alto Networks Inc
|
25,312 | $4,058,019 | |
| 6 | NET |
Cloudflare, Inc.
|
4,672 | $964,020 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,841 | $960,506 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,015 | $859,242 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,746,557 | 39,063 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,525,085 | 38,608 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,379,162 | 36,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,384,460 | 38,350 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,506,976 | 39,389 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,115,194 | 42,698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,910,479 | 46,423 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,481,786 | 45,905 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,153,564 | 25,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,643,130 | 25,070 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,759,013 | 16,607 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,637,486 | 22,147 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,686,776 | 18,153 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,107,331 | 13,547 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $815,773 | 13,358 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $885,741 | 12,677 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,102,046 | 13,321 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $989,833 | 11,350 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,006,090 | 11,547 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $993,549 | 12,764 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $797,762 | 11,369 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $639,331 | 9,883 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $552,822 | 9,260 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $597,910 | 10,818 | 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. | ||||||