Position in ORCL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,761,053
-$755,819 QoQ
Shares Held
11,971
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ADVISORY RESEARCH INC holds $22,613,425 across 7 Software - Infrastructure names. ORCL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,737 | $15,819,955 | |
| 2 | NTAP |
NetApp, Inc.
|
20,737 | $2,123,261 | |
| 3 | ORCL |
Oracle Corp
This page
|
11,971 | $1,761,053 | |
| 4 | FLYW |
Flywire Corp
|
108,514 | $1,263,102 | |
| 5 | ACIW |
Aci Worldwide, Inc.
|
15,667 | $642,503 | |
| 6 | TOST |
Toast, Inc.
|
21,797 | $577,838 | |
| 7 | PRGS |
Progress Software Corp /Ma
|
16,597 | $425,713 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,761,053 | 11,971 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,516,872 | 12,913 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,564,998 | 12,676 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,632,961 | 12,043 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,129,245 | 8,077 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,301,791 | 7,812 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,331,164 | 7,812 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,159,675 | 8,213 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $906,778 | 7,219 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $875,807 | 8,307 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,517,833 | 14,330 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,722,636 | 14,465 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $724,125 | 7,793 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,634,398 | 32,229 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,618,033 | 108,368 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,316,268 | 76,088 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $6,293,850 | 76,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,074,649 | 81,122 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,164,351 | 82,226 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,329,481 | 81,314 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||