7 tracked superinvestors hold Oracle Corp (ORCL), worth $3.6B combined, led by First Eagle. Smart money is holding ORCL as of the latest 13F filings.
Current price
$144.27
-39.7%
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
1.4%
Revenue YoY
17.4%
Analyst target
$254
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$3.6B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
0
2 buying · 2 selling
Smart money is holding ORCL steady this quarter — buys and sells are balanced.
Oracle Corp (ORCL) appears mainly in diversified and quant books here (7 funds, $3.6B 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 First Eagle holds the largest dollar position.
No tracked fund opened a new position this quarter; 2 added and 2 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1.5% | $964M | |
| Added | 0.5% | $780M | |
| Held | 1% | $610M | |
| Held | 0.8% | $565M | |
| Added | 0.4% | $304M | |
| Trimmed | 1% | $234M | |
| Trimmed | 5.7% | $122M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Which superinvestors own ORCL?
7 tracked funds hold Oracle Corp (ORCL), the largest being First Eagle (First Eagle Global) at 1.5% 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, 2 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 $3.6B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.