Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$47,743,645
+$12,522,717 QoQ
Shares Held
325,784
+36.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#68
of 1,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HM PAYSON & CO holds $412,368,993 across 23 Software - Infrastructure names. ORCL ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
948,625 | $353,856,097 | |
| 2 | ORCL |
Oracle Corp
This page
|
325,784 | $47,743,645 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,161 | $4,488,163 | |
| 4 | WEX |
WEX Inc.
|
29,500 | $4,162,154 | |
| 5 | MDB |
MongoDB, Inc.
|
1,674 | $562,296 | |
| 6 | OKTA |
Okta, Inc.
|
2,450 | $334,302 | |
| 7 | NET |
Cloudflare, Inc.
|
1,139 | $279,373 | |
| 8 | GEN |
Gen Digital Inc.
|
7,100 | $176,719 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,743,645 | 325,784 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $35,220,928 | 239,419 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,219,954 | 247,396 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,596,301 | 251,018 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $55,369,140 | 253,255 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $36,166,889 | 258,686 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $43,069,440 | 258,458 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $44,120,478 | 258,923 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $36,612,594 | 259,296 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,298,457 | 265,094 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $28,538,529 | 270,687 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,601,567 | 279,471 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $33,558,728 | 281,793 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $26,340,961 | 283,480 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,243,422 | 284,358 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $17,453,073 | 285,788 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $20,191,871 | 288,992 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,145,495 | 291,859 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,661,193 | 294,246 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $25,601,059 | 293,826 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $22,828,759 | 293,278 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $20,609,279 | 293,705 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $19,184,983 | 296,568 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $18,010,236 | 301,679 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $17,415,134 | 315,092 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,890,324 | 328,788 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||