ORCL fund manager activity
Oracle Corporation · NYSE. Reported by 42 tracked fund managers in their 13F filings, Q3 2012 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 16,384 | $3,193,405 | 0.03% | Feb 13, 2026 |
| Ron Baron - Baron Capital | New | 19 | $3,703 | 0.00% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 860,677 | $167,754,554 | 0.91% | Feb 11, 2026 |
| Sarah Ketterer - Causeway Capital Management | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 4,440,008 | $865,401,960 | 2.17% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Added | 79,416 | $15,479,547 | 0.07% | Feb 2, 2026 |
| First Eagle Investment Management | Trimmed | 8,290,272 | $1,615,856,947 | 2.84% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 9,314,177 | $1,815,426,418 | 0.62% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 4,696 | $915,315 | 0.00% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 3,475 | $677,312 | 0.01% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 103,592 | $20,191,117 | 0.07% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 124,373 | $24,241,541 | 0.38% | Feb 11, 2026 |
| Lindsell Train | No change | 9,000 | $1,754,190 | 0.04% | Feb 11, 2026 |
| Mairs & Power Funds | Added | 28,618 | $5,577,934 | 0.05% | Feb 17, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 760,995 | $148,325,535 | 0.19% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 7,185,496 | $1,400,525,092 | 5.98% | Feb 12, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 70,000 | $13,643,700 | 0.81% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Sold out | — | — | 0.00% | Nov 13, 2025 |
| John Rogers - Ariel Investments | Trimmed | 16,402 | $4,612,898 | 0.05% | Nov 14, 2025 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 854,258 | $240,251,520 | 1.32% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 166,409 | $46,800,949 | 0.62% | Nov 13, 2025 |
| Philippe Laffont - Coatue Management | Added | 4,796,157 | $1,348,871,196 | 3.31% | Nov 14, 2025 |
| Christopher Davis - Davis Advisors | Trimmed | 67,052 | $18,857,704 | 0.10% | Dec 29, 2025 |
| First Eagle Investment Management | Trimmed | 8,839,413 | $2,485,996,484 | 4.53% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 9,045,019 | $2,543,821,410 | 0.92% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 4,185,731 | $1,177,195,124 | 3.32% | Nov 13, 2025 |
| Thomas Russo - Gardner Russo & Quinn | No change | 3,475 | $977,309 | 0.01% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 118,648 | $33,368,564 | 0.15% | Nov 14, 2025 |
| Jensen Investment Management | Trimmed | 142,435 | $40,058,419 | 0.50% | Nov 6, 2025 |
| Lindsell Train | Trimmed | 9,000 | $2,531,160 | 0.06% | Nov 12, 2025 |
| Mairs & Power Funds | Added | 17,612 | $4,953,199 | 0.05% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 801,230 | $225,337,925 | 0.36% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 9,288,638 | $2,612,336,546 | 8.48% | Nov 12, 2025 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 70,000 | $19,686,800 | 1.07% | Nov 10, 2025 |
| Yacktman Asset Management | Sold out | — | — | 0.00% | Nov 4, 2025 |