Kayne Anderson Rudnick Investment Management
ORCL icon

Kayne Anderson Rudnick Investment Management’s Oracle ORCL Stock Holding History

Kayne Anderson Rudnick Investment Management’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
Q1 		$26M Buy
177,033
+5,844
+3% +$950K 0.08% 162
2025
Q4 		$33.4M Sell
171,189
-6,910
-4% -$1.65M 0.09% 154
2025
Q3 		$50.1M Sell
178,099
-84,872
-32% -$21.6M 0.12% 132
2025
Q2 		$57.5M Sell
262,971
-11,630
-4% -$1.88M 0.14% 125
2025
Q1 		$38.4M Sell
274,601
-46,689
-15% -$7.6M 0.09% 151
2024
Q4 		$53.5M Buy
321,290
+6,729
+2% +$1.2M 0.12% 134
2024
Q3 		$53.6M Buy
314,561
+22,931
+8% +$3.32M 0.12% 135
2024
Q2 		$41.2M Sell
291,630
-4,953
-2% -$615K 0.1% 150
2024
Q1 		$37.3M Sell
296,583
-8,061
-3% -$923K 0.09% 158
2023
Q4 		$32.1M Buy
304,644
+29,102
+11% +$3.18M 0.08% 163
2023
Q3 		$29.2M Sell
275,542
-5,732
-2% -$663K 0.08% 162
2023
Q2 		$33.5M Sell
281,274
-5,683
-2% -$588K 0.09% 154
2023
Q1 		$26.7M Buy
286,957
+3,181
+1% +$279K 0.08% 164
2022
Q4 		$23.2M Sell
283,776
-6,163
-2% -$468K 0.07% 178
2022
Q3 		$17.7M Sell
289,939
-5,650
-2% -$414K 0.06% 192
2022
Q2 		$20.7M Buy
295,589
+19,073
+7% +$1.4M 0.07% 177
2022
Q1 		$22.9M Sell
276,516
-13,180
-5% -$1.07M 0.06% 185
2021
Q4 		$25.3M Buy
289,696
+7,647
+3% +$718K 0.06% 185
2021
Q3 		$24.6M Sell
282,049
-3,321
-1% -$293K 0.06% 180
2021
Q2 		$22.2M Buy
285,370
+2,322
+0.8% +$182K 0.05% 184
2021
Q1 		$19.9M Sell
283,048
-1,592
-0.6% -$103K 0.05% 182
2020
Q4 		$18.4M Sell
284,640
-3,437
-1% -$205K 0.05% 190
2020
Q3 		$17.2M Sell
288,077
-27,996
-9% -$1.59M 0.06% 177
2020
Q2 		$17.5M Buy
316,073
+9,965
+3% +$528K 0.07% 164
2020
Q1 		$14.8M Sell
306,108
-39,168
-11% -$2.02M 0.08% 150
2019
Q4 		$18.3M Buy
345,276
+111,907
+48% +$6.16M 0.09% 143
2019
Q3 		$12.8M Buy
233,369
+14,025
+6% +$775K 0.07% 162
2019
Q2 		$12.5M Buy
219,344
+6,700
+3% +$363K 0.07% 159
2019
Q1 		$11.4M Buy
212,644
+6,251
+3% +$318K 0.07% 161
2018
Q4 		$9.32M Sell
206,393
-6,058
-3% -$290K 0.06% 167
2018
Q3 		$11M Sell
212,451
-9,135
-4% -$444K 0.06% 166
2018
Q2 		$9.76M Sell
221,586
-10,790
-5% -$497K 0.06% 171
2018
Q1 		$10.6M Sell
232,376
-12,930
-5% -$643K 0.08% 166
2017
Q4 		$11.6M Sell
245,306
-706
-0.3% -$34.6K 0.09% 166
2017
Q3 		$11.9M Buy
246,012
+70,756
+40% +$3.52M 0.11% 167
2017
Q2 		$8.79M Sell
175,256
-2,325
-1% -$106K 0.09% 179
2017
Q1 		$7.92M Buy
+177,581
New +$7.39M 0.09% 180

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ORCL Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Oracle (ORCL) stake by 3.4% in Q1 2026, buying an estimated $950K and bringing the position to 177,033 shares worth $26M. The position accounts for 0.08% of the portfolio, ranked #162.

Kayne Anderson Rudnick Investment Management first reported a position in ORCL in Q1 2017 and has held it in 37 quarters since. The position peaked at $57.5M in Q2 2025. 3,480 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 177,033 shares of Oracle worth $26M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 5,844 Oracle shares in Q1 2026, an estimated $950K.
  • Oracle made up 0.08% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #162 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Oracle in Q1 2017 and has held it in 37 quarters since.
  • Kayne Anderson Rudnick Investment Management's Oracle position peaked at $57.5M in Q2 2025.
  • 3,480 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.