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ORCL: insider buying, 13F holders, analyst moves
Oracle Corp
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SEC Form 13F · Q2 2026
10 of our 100 managers hold ORCL
Combined reported value $887.3M.
Holders among our 100 managers: 9 in Q3 2023, 10 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Polen Capital | $523.8M | 4.51% | Trimmed |
| Tudor Investment | $184.9M | 0.76% | New |
| Jeffrey L. Gendell | $126.3M | 1.14% | New |
| Cantillon Capital | $15.5M | 2.32% | Trimmed |
| Pentwater Capital | $13.2M | 0.10% | Trimmed |
| Davis Selected Advisers | $11.0M | 0.05% | Trimmed |
| Weitz Investment | $8.1M | 0.56% | Unchanged |
| Eagle Capital | $2.9M | 0.01% | Unchanged |
| Lindsell Train | $1.3M | 0.05% | Unchanged |
| Gardner Russo & Quinn | $398K | 0.00% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.