Napatree Capital’s Oracle ORCL Stock Holding History

Napatree Capital’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
2025 Q1	$256K	Buy	1,832 +527	+40%	+$85.8K	0.14%	170
2024 Q4	$217K	Buy	+1,305	New	+$232K	0.13%	173

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Napatree Capital's ORCL Position: Q1 2025 in Review

Napatree Capital increased its Oracle (ORCL) stake by 40% in Q1 2025, buying an estimated $85.8K and bringing the position to 1,832 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #170.

Napatree Capital first reported a position in ORCL in Q4 2024 and has held it in 2 quarters since. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Napatree Capital held 1,832 shares of Oracle worth $256K as of Q1 2025.
Napatree Capital bought 527 Oracle shares in Q1 2025, an estimated $85.8K.
Oracle made up 0.14% of Napatree Capital's portfolio in Q1 2025, its #170 holding.
Napatree Capital first reported a position in Oracle in Q4 2024 and has held it in 2 quarters since.
3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.