REBALANCE, LLC

Position in ORCL — Oracle Corp

CIK 1811052 PALO ALTO, CA

Position in ORCL

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$570,786

-$249,005 QoQ

Shares Held

3,880

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.02%

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")%

Technology · as of Mar 31, 2026

REBALANCE, LLC holds $3,891,142 across 3 Software - Infrastructure names. ORCL ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRTH	Priority Technology Holdings, Inc.	404,114	$1,907,418
2	MSFT	Microsoft Corp	3,817	$1,412,938
3	ORCL	Oracle Corp This page	3,880	$570,786

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$570,786	3,880	-7.8%	Shares	Sole	2026-05-11
2025-12-31	$819,791	4,206	+4.5%	Shares	Sole	2026-01-15
2025-09-30	$1,132,272	4,026	0.0%	Shares	Sole	2025-10-16
2025-06-30	$880,204	4,026	-6.0%	Shares	Sole	2025-07-16
2025-03-31	$599,085	4,285	+5.8%	Shares	Sole	2025-04-17
2024-12-31	$674,892	4,050	-0.1%	Shares	Sole	2025-02-07
2024-09-30	$690,972	4,055	0.0%	Shares	Sole	2024-10-22
2024-06-30	$572,566	4,055	0.0%	Shares	Sole	2024-07-12
2024-03-31	$509,348	4,055	+0.1%	Shares	Sole	2024-04-22
2023-12-31	$426,991	4,050	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.