Position in ORCL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$20,050,210
-$21,011,284 QoQ
Shares Held
136,294
-35.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $424,648,048 across 56 Software - Infrastructure names. ORCL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
909,557 | $336,690,714 | |
| 2 | PANW |
Palo Alto Networks Inc
|
134,464 | $21,557,268 | |
| 3 | ORCL |
Oracle Corp
This page
|
136,294 | $20,050,210 | |
| 4 | AKAM |
Akamai Technologies Inc
|
133,903 | $15,378,759 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
64,309 | $9,407,120 | |
| 6 | OKTA |
Okta, Inc.
|
74,828 | $5,889,711 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
207,974 | $5,515,470 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
163,989 | $2,453,275 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,050,210 | 136,294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,061,494 | 210,669 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $60,850,492 | 216,365 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,615,222 | 222,363 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,376,658 | 217,271 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,980,408 | 215,917 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,256,426 | 218,641 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,749,971 | 217,776 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,664,452 | 68,979 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,421,323 | 70,391 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,148,434 | 67,489 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,980,578 | 67,013 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,194,976 | 66,670 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,727,105 | 57,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,467,493 | 56,779 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,983,917 | 57,019 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,659,188 | 56,318 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,836,579 | 55,459 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,390,567 | 50,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,079,438 | 52,408 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,674,802 | 52,370 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,250,737 | 50,251 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,965,239 | 49,669 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,758,304 | 49,906 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,654,529 | 34,234 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||