Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$28,187,011
-$5,094,651 QoQ
Shares Held
191,605
+12.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Impax Asset Management Group plc holds $645,908,907 across 10 Software - Infrastructure names. ORCL ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,188,887 | $440,090,300 | |
| 2 | SNPS |
Synopsys Inc
|
315,523 | $125,098,559 | |
| 3 | ORCL |
Oracle Corp
This page
|
191,605 | $28,187,011 | |
| 4 | NTCT |
Netscout Systems Inc
|
522,000 | $16,594,380 | |
| 5 | TDC |
Teradata Corp /De/
|
547,029 | $14,020,353 | |
| 6 | ATEN |
A10 Networks, Inc.
|
470,000 | $10,866,400 | |
| 7 | TWLO |
Twilio Inc
|
45,156 | $5,681,527 | |
| 8 | PANW |
Palo Alto Networks Inc
|
13,040 | $2,090,572 |
All Filings in ORCL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,187,011 | 191,605 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $33,281,662 | 170,754 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $169,344,728 | 602,136 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $209,355,059 | 957,577 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $138,417,632 | 990,041 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $336,953,245 | 2,022,043 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $396,225,667 | 2,325,268 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $320,826,168 | 2,272,140 | Shares | Defined | 2024-11-08 | |
| 2024-03-31 | $238,682,991 | 1,900,191 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $36,262,648 | 343,950 | Shares | Defined | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||