Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$25,295,262
-$2,129,572 QoQ
Shares Held
172,605
-7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#394
of 3,472 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. ORCL ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
This page
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,295,262 | 172,605 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $27,424,834 | 186,424 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,810,006 | 193,987 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $55,708,862 | 198,083 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $45,099,652 | 206,283 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,024,416 | 207,599 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $34,952,573 | 209,749 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $37,595,692 | 220,632 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $31,406,692 | 222,427 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,530,678 | 227,137 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $24,776,577 | 235,005 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,880,396 | 234,898 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $28,577,193 | 239,963 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $22,218,008 | 239,109 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,678,748 | 252,982 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $15,674,226 | 256,660 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $19,218,372 | 275,059 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,637,450 | 285,718 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,609,129 | 293,649 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||