Paloma Partners’s Oracle ORCL Stock Holding History

Paloma Partners’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
2024 Q1	–	Sell	-13,100	Closed	-$1.38M	–	987
2023 Q4	$1.38M	Buy	+13,100	New	+$1.43M	0.05%	346
2023 Q1	–	Sell	-6,200	Closed	-$507K	–	926
2022 Q4	$507K	Buy	+6,200	New	+$471K	0.02%	522
2022 Q2	–	Sell	-58,200	Closed	-$4.82M	–	1562
2022 Q1	$4.82M	Buy	+58,200	New	+$4.71M	0.14%	94
2021 Q4	–	Sell	-53,500	Closed	-$4.66M	–	2047
2021 Q3	$4.66M	Buy	53,500 +3,600	+7%	+$318K	0.11%	109
2021 Q2	$3.88M	Buy	+49,900	New	+$3.91M	0.07%	252
2019 Q2	–	Sell	-24,900	Closed	-$1.34M	–	2073
2019 Q1	$1.34M	Buy	+24,900	New	+$1.27M	0.03%	598
2018 Q3	–	Sell	-26,200	Closed	-$1.15M	–	1837
2018 Q2	$1.15M	Buy	+26,200	New	+$1.21M	0.02%	665
2018 Q1	–	Sell	-76,700	Closed	-$3.63M	–	2185
2017 Q4	$3.63M	Buy	76,700 +6,700	+10%	+$329K	0.05%	392
2017 Q3	$3.38M	Sell	70,000 -17,500	-20%	-$871K	0.05%	418
2017 Q2	$4.39M	Sell	87,500 -188,000	-68%	-$8.57M	0.05%	368
2017 Q1	$12.3M	Buy	275,500 +144,500	+110%	+$6.02M	0.15%	99
2016 Q4	$5.04M	Buy	131,000 +35,000	+36%	+$1.37M	0.05%	250
2016 Q3	$3.77M	Buy	96,000 +16,000	+20%	+$652K	0.05%	282
2016 Q2	$3.27M	Buy	80,000 +8,000	+11%	+$319K	0.04%	424
2016 Q1	$2.95M	Buy	72,000 +12,000	+20%	+$444K	0.05%	335
2015 Q4	$2.19M	Buy	60,000 +16,000	+36%	+$611K	0.06%	334
2015 Q3	$1.59M	Buy	+44,000	New	+$1.69M	0.04%	413

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

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

Paloma Partners's ORCL Position: Q4 2025 in Review

Paloma Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 3,000 shares — an estimated $844K sold.

Paloma Partners first reported a position in ORCL in Q2 2013 and held it in 45 quarters. The position peaked at $82.9M in Q2 2019. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Paloma Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Paloma Partners sold 3,000 Oracle shares in Q4 2025, an estimated $844K.
Paloma Partners first reported a position in Oracle in Q2 2013 and held it in 45 quarters.
Paloma Partners's Oracle position peaked at $82.9M in Q2 2019.
3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.