Position in ORCL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$493,140
+$34,599 QoQ
Shares Held
3,365
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,383
of 3,472 holders
Holding Since
Mar 2022
10 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, 2026Wellspring Financial Advisors, LLC holds $184,154,535 across 7 Software - Infrastructure names. ORCL ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
484,667 | $180,790,484 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,622 | $1,235,174 | |
| 3 | TWLO |
Twilio Inc
|
3,482 | $718,441 | |
| 4 | ORCL |
Oracle Corp
This page
|
3,365 | $493,140 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,117 | $478,833 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,378 | $277,441 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,376 | $161,022 |
All Filings in ORCL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,140 | 3,365 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $458,541 | 3,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $608,119 | 3,120 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $800,409 | 2,846 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $220,816 | 1,010 | Shares | Sole | 2025-08-13 | |
| 2024-03-31 | $204,869 | 1,631 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $279,811 | 2,654 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $406,309 | 3,836 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,747 | 1,904 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $127,817 | 1,545 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||