Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$805,438
-$373,501 QoQ
Shares Held
5,496
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,990
of 3,472 holders
Holding Since
Sep 2021
17 quarters on record
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Summit Global Investments holds $29,965,566 across 10 Software - Infrastructure names. ORCL ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,302 | $17,271,572 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
38,665 | $4,511,045 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,542 | $2,080,322 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,860 | $1,474,141 | |
| 5 | GDDY |
GoDaddy Inc.
|
10,492 | $890,560 | |
| 6 | ORCL |
Oracle Corp
This page
|
5,496 | $805,438 | |
| 7 | ATEN |
A10 Networks, Inc.
|
21,417 | $800,139 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,160 | $793,665 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,438 | 5,496 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,178,939 | 8,014 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,560,449 | 8,006 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,447,401 | 44,259 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,945,710 | 50,065 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $342,945 | 2,058 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $435,712 | 2,557 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $615,605 | 5,839 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $739,639 | 6,983 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $903,535 | 7,587 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $708,236 | 7,622 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $601,933 | 7,364 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $438,665 | 7,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,918,260 | 41,767 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,373,398 | 40,776 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,422,257 | 27,775 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,397,730 | 27,519 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||