Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,996,157
+$423,699 QoQ
Shares Held
13,621
+27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#134
of 489 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0.8809925849790764.ToString("F0")%
Shared 0.ToString("F0")%
None 99.11900741502092.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $23,006,137 across 21 Software - Infrastructure names. ORCL ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,582 | $10,661,657 | |
| 2 | ORCL |
Oracle Corp
This page
|
13,621 | $1,996,157 | |
| 3 | FTNT |
Fortinet, Inc.
|
11,661 | $1,791,362 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,220 | $1,313,143 | |
| 5 | RBRK |
Rubrik, Inc.
|
11,905 | $955,733 | |
| 6 | SNPS |
Synopsys Inc
|
1,823 | $813,185 | |
| 7 | NTNX |
Nutanix, Inc.
|
14,435 | $735,607 | |
| 8 | NET |
Cloudflare, Inc.
|
2,627 | $644,350 |
All Filings in ORCL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,996,157 | 13,621 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,572,458 | 10,689 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,958,260 | 10,047 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,437,788 | 8,668 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,674,049 | 7,657 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,230,747 | 8,803 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,465,932 | 8,797 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,318,384 | 7,737 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,062,530 | 7,525 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $912,933 | 7,268 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $830,050 | 7,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $934,214 | 8,820 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,048,587 | 8,805 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $604,723 | 6,508 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $526,732 | 6,444 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $378,328 | 6,195 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $479,727 | 6,866 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $567,858 | 6,864 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $598,522 | 6,863 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $597,886 | 6,862 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $534,060 | 6,861 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||