Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,083,941
-$5,462 QoQ
Shares Held
14,220
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,301
of 3,466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Key Financial Inc holds $15,376,177 across 17 Software - Infrastructure names. ORCL ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,910 | $10,784,008 | |
| 2 | ORCL |
Oracle Corp
This page
|
14,220 | $2,083,941 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,849 | $2,082,442 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,048 | $145,378 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,003 | $118,564 | |
| 6 | FTNT |
Fortinet, Inc.
|
450 | $69,129 | |
| 7 | VRSN |
Verisign Inc/Ca
|
100 | $25,156 | |
| 8 | SNPS |
Synopsys Inc
|
47 | $20,965 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083,941 | 14,220 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,089,403 | 14,203 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,756,222 | 14,141 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,977,014 | 14,141 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,709,249 | 7,818 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $926,520 | 6,627 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,085,826 | 6,516 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,129,240 | 6,627 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $931,920 | 6,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $818,977 | 6,520 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $729,153 | 6,916 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $690,598 | 6,520 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $776,466 | 6,520 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $592,643 | 6,378 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $521,337 | 6,378 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $389,504 | 6,378 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $445,630 | 6,378 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $527,651 | 6,378 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $507,823 | 5,823 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $507,357 | 5,823 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $453,262 | 5,823 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $409,441 | 5,835 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $385,811 | 5,964 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $343,454 | 5,753 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $317,968 | 5,753 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $278,042 | 5,753 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||