Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,083,004
-$307,626 QoQ
Shares Held
7,390
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,756
of 3,472 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. ORCL ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,743 | $17,436,073 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,721 | $1,717,498 | |
| 3 | ORCL |
Oracle Corp
This page
|
7,390 | $1,083,004 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,488 | $535,826 | |
| 5 | NET |
Cloudflare, Inc.
|
1,498 | $367,429 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,037 | $353,637 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,426 | $241,484 | |
| 8 | VHC |
VirnetX Holding Corp
|
17,321 | $219,976 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,004 | 7,390 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,390,630 | 9,453 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,045,273 | 15,624 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,602,492 | 16,365 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,380,675 | 15,463 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,841,157 | 13,169 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,344,458 | 14,069 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $2,253,199 | 13,223 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,925,685 | 13,638 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,716,335 | 13,664 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,510,390 | 14,326 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,535,098 | 14,493 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,610,692 | 13,525 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $953,452 | 10,261 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $835,219 | 10,218 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $639,402 | 10,470 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $794,701 | 11,374 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $795,200 | 9,612 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $870,966 | 9,987 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||