Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,585,338
+$215,368 QoQ
Shares Held
58,583
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#682
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. ORCL ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,296 | $145,588,213 | |
| 2 | PANW |
Palo Alto Networks Inc
|
85,818 | $29,265,654 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
238,173 | $27,787,643 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
106,132 | $20,248,393 | |
| 5 | ORCL |
Oracle Corp
This page
|
58,583 | $8,585,338 | |
| 6 | OKTA |
Okta, Inc.
|
30,200 | $4,120,790 | |
| 7 | XYZ |
Block, Inc.
|
38,038 | $2,890,888 | |
| 8 | CRWV |
CoreWeave, Inc.
|
20,508 | $2,041,366 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,585,338 | 58,583 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $8,369,970 | 56,896 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $11,065,625 | 56,773 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $20,436,304 | 72,665 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $17,167,920 | 78,525 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $8,611,037 | 61,591 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $12,389,517 | 74,349 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $11,874,494 | 69,686 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $6,426,294 | 45,512 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,657,851 | 45,043 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,200,225 | 39,839 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,170,282 | 39,372 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,271,758 | 35,870 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,608,362 | 38,833 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,021,273 | 36,962 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,962,383 | 48,508 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,396,310 | 48,609 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,157,927 | 50,259 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,584,368 | 52,567 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $5,290,969 | 60,725 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $5,723,730 | 73,532 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,157,284 | 73,497 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,395,814 | 67,952 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,113,091 | 68,896 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,737,910 | 67,630 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $3,348,447 | 69,283 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||