From Microsoft to Oracle – Charting Software Stocks Amid Resurgence
Markets had a strong first half in 2026, but software seemingly missed the party. The sector was out of favor, with much concern centered aro...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 55,000,000 | $70,885,100 | 5.32% | ||
| 2. | 39,500,000 | $50,046,500 | 0.78% | ||
| 3. | 30,000,000 | $38,607,000 | -30% | 0.14% | |
| 4. | Prescott Group Capital Management Phil Frohlich | 49,395 | $12,115,606 | +3% | 1.05% |
| 5. | Motley Fool Asset Management Bryan Hinmon | 24,065 | $5,902,663 | -24% | 0.23% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.73 | 3,334 | $212,470.82 | 21,622 | 2022-05-09 | Filing | |
| $62.95 | 6,146 | $386,917.13 | 18,288 | 2022-05-09 | Filing | |
| $62.00 | 5,520 | $342,219.02 | 12,142 | 2022-05-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $311.90 | 25 | $7,797.50 | 494,909 | 2026-08-10 | Filing | |
| $311.34 | 146 | $45,455.60 | 494,934 | 2026-08-10 | Filing | |
| $309.83 | 173 | $53,600.76 | 495,080 | 2026-08-10 | Filing | |
| $309.02 | 186 | $57,477.55 | 495,253 | 2026-08-10 | Filing | |
| $307.59 | 85 | $26,145.39 | 495,439 | 2026-08-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,325,692 | $5,966,507,037 | 0.7% | |
| 2. | 21,598,907 | $5,297,780,080 | 0.08% | |
| 3. | 14,598,594 | $3,580,743,136 | 3.25% | |
| 4. | 10,981,005 | $2,693,414,375 | 0.56% | |
| 5. | 7,420,765 | $1,820,165,239 | 0.05% |