Oracle Corp ($ORCL)

8 tracked superinvestors hold Oracle Corp (ORCL), worth $4.7B combined, led by Steve Wymer. Smart money is accumulating ORCL as of the latest 13F filings.

Current price

$158.83

Software - InfrastructureNYSEUS

-28.2%

1Y

Oracle Corporation, a global technology giant, provides a comprehensive suite of enterprise information technology solutions worldwide. A core part of its portfolio comprises cloud-based software-as-a-service (SaaS) applications, including the Oracle Fusion Cloud suite covering enterprise resource planning (ERP), enterprise performance management (EPM), supply chain and manufacturing management…

Market cap

$494.2B

P/E

30.79

Div yield

1.3%

Revenue YoY

17.4%

Analyst target

$239

Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.

Superinvestors holding

8

tracked 13F / N-PORT funds

Combined value

$4.7B

disclosed long exposure

Tier-1 conviction

0

concentrated holders

Net this quarter

+1

3 buying · 2 selling

Smart money is net accumulating ORCL: 3 funds added or opened versus 2 trimming.

The smart-money take on ORCL

Oracle Corp (ORCL) appears mainly in diversified and quant books here (8 funds, $4.7B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.

The highest-conviction holder is Polen Capital, who has committed 5.7% of their portfolio to it, while Steve Wymer holds the largest dollar position.

No tracked fund opened a new position this quarter; 3 added and 2 trimmed, a net add.

Superinvestors holding ORCL

InvestorMove% of their portfolioPosition value
3
Steve Wymer

Fidelity Growth Company

Added1.1%$1.0B
3
First Eagle

First Eagle Global

Held1.5%$964M
2
David Shaw

D.E. Shaw

Held0.4%$810M
2
Added0.8%$686M
3
PRIMECAP team

Vanguard PRIMECAP

Held0.6%$587M
2
Paul Tudor Jones

Tudor Investment

Added0.5%$326M
2
Ray Dalio

Bridgewater Associates

Trimmed0.9%$210M
3
Polen Capital

Polen Growth

Trimmed5.7%$122M

Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.

Options activity on ORCL

Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.

Puts (bearish / hedge)

Calls (bullish)

Frequently asked

Which superinvestors own ORCL?

8 tracked funds hold Oracle Corp (ORCL), the largest being Steve Wymer (Fidelity Growth Company) at 1.1% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.

Is smart money buying or selling ORCL?

In the most recent 13F quarter, 3 tracked funds added or opened ORCL and 2 trimmed it.

How much ORCL do tracked funds hold?

Combined disclosed long exposure to ORCL across tracked superinvestors is $4.7B as of the Jun 2026 filings.

Stocks often held alongside ORCL

Get alerted when superinvestors trade $ORCL

One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.

Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.