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Vista Equity Partners Management’s Oracle ORCL Stock Holding History

Vista Equity Partners 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
2024
Q3 		– Sell
-158,315
Closed -$22.4M – 27
2024
Q2 		$22.4M Buy
+158,315
New +$19.7M 0.59% 12

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vista Equity Partners Management's ORCL Position: Q3 2024 in Review

Vista Equity Partners Management sold out of Oracle (ORCL) in Q3 2024, closing a stake of 158,315 shares — an estimated $22.4M sold.

Vista Equity Partners Management first reported a position in ORCL in Q2 2024 and held it in 1 quarter. The position peaked at $22.4M in Q2 2024. 3,067 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Vista Equity Partners Management reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • Vista Equity Partners Management sold 158,315 Oracle shares in Q3 2024, an estimated $22.4M.
  • Vista Equity Partners Management first reported a position in Oracle in Q2 2024 and held it in 1 quarter.
  • Vista Equity Partners Management's Oracle position peaked at $22.4M in Q2 2024.
  • 3,067 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Vista Equity Partners Management's 13F filing for Q3 2024, filed 14 Nov 2024.