Azimuth Capital Boosts Oracle Holdings by Over 100%

Institutional investor increases stake in enterprise software giant in third quarter

Mar. 15, 2026 at 8:35am

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Azimuth Capital Investment Management LLC, an institutional investor, raised its stake in Oracle Corporation (NYSE:ORCL) by 105.2% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 128,959 shares of the enterprise software provider's stock, valued at $36,268,000.

Why it matters

This significant increase in Azimuth Capital's Oracle holdings suggests the firm sees strong potential in the company, which is a major player in the enterprise software and cloud computing markets. Oracle's performance and growth outlook are closely watched by investors and analysts.

The details

Azimuth Capital Investment Management LLC increased its position in Oracle by purchasing an additional 66,100 shares during the third quarter. The firm's total Oracle holdings now make up 1.3% of its investment portfolio, making it the 11th largest position.

  • Azimuth Capital filed its 13F report for the third quarter on March 15, 2026.

The players

Azimuth Capital Investment Management LLC

An institutional investment firm that manages a portfolio of stocks, bonds, and other assets on behalf of its clients.

Oracle Corporation

A multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications, and related services.

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The takeaway

Azimuth Capital's significant increase in its Oracle holdings suggests the firm sees strong potential in the enterprise software provider, which is a closely watched company in the technology sector.