Longfellow Investment Management’s Oracle ORCL Stock Holding History

Longfellow 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	$1.82M	Buy	12,402 +12,358	+28,086%	+$2.01M	0.38%	52
2025 Q4	$8.58K	Hold	44	–	–	﹤0.01%	173
2025 Q3	$12.4K	Hold	44	–	–	﹤0.01%	176
2025 Q2	$9.62K	Hold	44	–	–	﹤0.01%	181
2025 Q1	$6.15K	Hold	44	–	–	﹤0.01%	183
2024 Q4	$7.33K	Hold	44	–	–	﹤0.01%	188
2024 Q3	$7.5K	Hold	44	–	–	﹤0.01%	185
2024 Q2	$6.21K	Hold	44	–	–	﹤0.01%	178
2024 Q1	$5.53K	Hold	44	–	–	﹤0.01%	193
2023 Q4	$4.64K	Hold	44	–	–	﹤0.01%	175
2023 Q3	$4.66K	Hold	44	–	–	﹤0.01%	164
2023 Q2	$5.24K	Sell	44 -11	-20%	-$1.14K	﹤0.01%	181
2023 Q1	$5.11K	Hold	55	–	–	﹤0.01%	192
2022 Q4	$4.5K	Hold	55	–	–	﹤0.01%	203
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	271
2022 Q2	$4K	Hold	55	–	–	﹤0.01%	273
2022 Q1	$5K	Hold	55	–	–	﹤0.01%	300
2021 Q4	$5K	Hold	55	–	–	﹤0.01%	311
2021 Q3	$5K	Hold	55	–	–	﹤0.01%	337
2021 Q2	$5K	Sell	55 -10,991	-100%	-$860K	﹤0.01%	353
2021 Q1	$776K	Buy	11,046 +10,991	+19,984%	+$712K	0.09%	201
2020 Q4	$4K	Buy	+55	New	+$3.27K	﹤0.01%	439

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longfellow Investment Management's ORCL Position: Q1 2026 in Review

Longfellow Investment Management increased its Oracle (ORCL) stake by 28,086% in Q1 2026, buying an estimated $2.01M and bringing the position to 12,402 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #52.

Longfellow Investment Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Longfellow Investment Management held 12,402 shares of Oracle worth $1.82M as of Q1 2026.
Longfellow Investment Management bought 12,358 Oracle shares in Q1 2026, an estimated $2.01M.
Oracle made up 0.38% of Longfellow Investment Management's portfolio in Q1 2026, its #52 holding.
Longfellow Investment Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.