Insight Inv LLC
ORCL icon

Insight Inv LLC’s Oracle ORCL Stock Holding History

Insight Inv LLC’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.83M Buy
20,614
+3,530
+21% +$498K 1.35% 38
2026
Q2 		$2.5M Buy
17,084
+259
+2% +$46.9K 1.18% 38
2026
Q1 		$2.48M Buy
16,825
+401
+2% +$65.2K 1.35% 35
2025
Q4 		$3.2M Buy
16,424
+13
+0.1% +$3.1K 1.79% 17
2025
Q3 		$4.62M Sell
16,411
-3
-0% -$764 2.71% 5
2025
Q2 		$3.59M Sell
16,414
-458
-3% -$74K 2.41% 8
2025
Q1 		$2.36M Sell
16,872
-256
-1% -$41.7K 1.62% 22
2024
Q4 		$2.85M Sell
17,128
-335
-2% -$59.5K 1.99% 12
2024
Q3 		$2.98M Sell
17,463
-575
-3% -$83.3K 2.5% 7
2024
Q2 		$2.55M Hold
18,038
– – 2.2% 13
2024
Q1 		$2.27M Buy
18,038
+55
+0.3% +$6.3K 1.97% 16
2023
Q4 		$1.9M Sell
17,983
-15
-0.1% -$1.64K 1.86% 21
2023
Q3 		$1.95M Sell
17,998
-190
-1% -$22K 2.16% 11
2023
Q2 		$2.17M Sell
18,188
-115
-0.6% -$11.9K 2.23% 9
2023
Q1 		$1.7M Sell
18,303
-1,230
-6% -$108K 1.83% 18
2022
Q4 		$1.6M Buy
19,533
+675
+4% +$51.3K 1.61% 24
2022
Q3 		$1.15M Sell
18,858
-700
-4% -$51.2K 1.28% 36
2022
Q2 		$1.37M Hold
19,558
– – 1.38% 32
2022
Q1 		$1.62M Buy
19,558
+1,470
+8% +$119K 1.47% 30
2021
Q4 		$1.58M Buy
+18,088
New +$1.7M 1.45% 26

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Insight Inv LLC's ORCL Position: Q3 2026 in Review

Insight Inv LLC increased its Oracle (ORCL) stake by 21% in Q3 2026, buying an estimated $498K and bringing the position to 20,614 shares worth $2.83M. The position accounts for 1.35% of the portfolio, ranked #38.

Insight Inv LLC first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Insight Inv LLC held 20,614 shares of Oracle worth $2.83M as of Q3 2026.
  • Insight Inv LLC bought 3,530 Oracle shares in Q3 2026, an estimated $498K.
  • Oracle made up 1.35% of Insight Inv LLC's portfolio in Q3 2026, its #38 holding.
  • Insight Inv LLC first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Insight Inv LLC's Oracle position peaked at $4.62M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.