Position in ORCL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,231,647
+$4,052,103 QoQ
Shares Held
69,551
-8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $39,454,261 across 4 Software - Infrastructure names. ORCL ranks #2 (25.9% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,231,647 | 69,551 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $6,179,544 | 75,600 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,619,945 | 75,650 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $5,334,155 | 76,344 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $6,382,867 | 77,153 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,787,554 | 77,830 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $6,903,919 | 79,237 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $6,204,937 | 79,714 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $5,903,963 | 84,138 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $5,474,067 | 84,620 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,355,269 | 89,703 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,995,855 | 90,390 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||