Position in ORCL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,426,138
-$271,416 QoQ
Shares Held
16,492
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Root Financial Partners, LLC holds $19,755,088 across 86 Software - Infrastructure names. ORCL ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,006 | $12,958,171 | |
| 2 | ORCL |
Oracle Corp
This page
|
16,492 | $2,426,138 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,823 | $2,314,588 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,241 | $346,574 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,782 | $285,690 | |
| 6 | NTNX |
Nutanix, Inc.
|
3,565 | $135,505 | |
| 7 | NET |
Cloudflare, Inc.
|
615 | $126,899 | |
| 8 | VRSN |
Verisign Inc/Ca
|
395 | $98,102 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,426,138 | 16,492 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,697,554 | 13,840 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,710,961 | 13,195 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,664,648 | 7,614 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $907,786 | 6,493 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $929,684 | 5,579 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $530,114 | 3,111 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $403,126 | 2,855 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $328,972 | 2,619 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||