Y-Intercept (HK)’s Oracle ORCL Stock Holding History

Y-Intercept (HK)’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 Q2	$21.5M	Buy	146,923 +37,840	+35%	+$6.86M	0.43%	21
2026 Q1	$16M	Buy	+109,083	New	+$17.7M	0.3%	40
2025 Q2	–	Sell	-18,123	Closed	-$2.53M	–	1912
2025 Q1	$2.53M	Sell	18,123 -5,653	-24%	-$920K	0.17%	144
2024 Q4	$3.96M	Buy	+23,776	New	+$4.22M	0.26%	79
2024 Q2	–	Sell	-16,684	Closed	-$2.1M	–	1782
2024 Q1	$2.1M	Buy	+16,684	New	+$1.91M	0.16%	161
2023 Q4	–	Sell	-22,602	Closed	-$2.39M	–	1542
2023 Q3	$2.39M	Buy	+22,602	New	+$2.62M	0.23%	105
2022 Q4	–	Sell	-63,477	Closed	-$3.88M	–	1254
2022 Q3	$3.88M	Buy	63,477 +50,541	+391%	+$3.7M	0.39%	36
2022 Q2	$904K	Buy	12,936 +4,246	+49%	+$311K	0.12%	259
2022 Q1	$719K	Sell	8,690 -38,161	-81%	-$3.09M	0.16%	177
2021 Q4	$4.09M	Sell	46,851 -20,979	-31%	-$1.97M	0.97%	7
2021 Q3	$5.91M	Buy	67,830 +34,386	+103%	+$3.04M	1.07%	3
2021 Q2	$2.6M	Buy	+33,444	New	+$2.62M	0.66%	11
2021 Q1	–	Sell	-22,507	Closed	-$1.45M	–	750
2020 Q4	$1.45M	Buy	+22,507	New	+$1.34M	0.61%	15

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Y-Intercept (HK)'s ORCL Position: Q2 2026 in Review

Y-Intercept (HK) increased its Oracle (ORCL) stake by 35% in Q2 2026, buying an estimated $6.86M and bringing the position to 146,923 shares worth $21.5M. The position accounts for 0.43% of the portfolio, ranked #21.

Y-Intercept (HK) first reported a position in ORCL in Q4 2020 and has held it in 13 quarters since. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Y-Intercept (HK) held 146,923 shares of Oracle worth $21.5M as of Q2 2026.
Y-Intercept (HK) bought 37,840 Oracle shares in Q2 2026, an estimated $6.86M.
Oracle made up 0.43% of Y-Intercept (HK)'s portfolio in Q2 2026, its #21 holding.
Y-Intercept (HK) first reported a position in Oracle in Q4 2020 and has held it in 13 quarters since.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.