Cannell & Spears LLC ORCL — ORACLE CORP COM

Ownership history in Cannell & Spears LLC  ·  65 quarters on record

AI Ownership Summary

Cannell & Spears LLC reported ORACLE CORP COM (ORCL) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.98% in 2023 Q4. The latest visible filing shows ORCL at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cannell & Spears LLC's position in ORACLE CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.98% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORCL stock page Cannell & Spears LLC fund profile Cannell & Spears LLC full holdings
How Cannell & Spears LLC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14.5% -24.3% ✅ 448,286 -76,238 -14.5% 1.63% $87.4M 2026-02-14 (Est.) $159.58
2025 Q3 REDUCED 16.7% -30.4% ✅ 524,524 -105,332 -16.7% 2.78% $147.5M 2025-11-14 $221.49
2025 Q2 ADDED — — — 629,856 +193,254 +44.3% 2.78% $137.7M 2025-08-14 $243.04
2025 Q1 REDUCED — — — 436,602 -2,027 -0.5% 1.31% $61.0M 2025-05-14 $161.33
2024 Q4 REDUCED 12.9% -15.9% ✅ 438,629 -64,824 -12.9% 1.50% $73.1M 2025-02-12 $169.90
2024 Q3 REDUCED 5.6% -1.8% ✅ 503,453 -30,139 -5.6% 1.69% $85.8M 2024-11-12 $186.57
2024 Q2 ADDED — — — 533,592 +2,976 +0.6% 1.56% $75.3M 2024-08-12 $130.18
2024 Q1 ADDED — — — 530,616 +56,627 +11.9% 1.38% $66.7M 2024-05-10 $114.24
2023 Q4 ADDED — — — 473,989 +24,748 +5.5% 3.98% $50.0M 2024-02-14 $111.52
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.41% Kenora Financial, LLC 5.39% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 5.01% NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.71% Rayburn West Financial Services LLC 4.48% HAMILTON CAPITAL PARTNERS, LLC 4.47% SPRING CAPITAL MANAGEMENT, LLC 3Y 4.41%

FAQ About Cannell & Spears LLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cannell & Spears LLC reported owning ORCL?

Cannell & Spears LLC reported ORCL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in Cannell & Spears LLC's portfolio?

The largest reported portfolio weight for ORCL was 3.98% in 2023 Q4.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Cannell & Spears LLC reported 448,286 shares, equal to 1.63% of portfolio, with an estimated market value of $87.4M.

What does the chart on this ORCL ownership page compare?

The chart compares Cannell & Spears LLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cannell & Spears LLC time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, Cannell & Spears LLC correctly timed 33 out of 64 reported position changes (52%). The annualised alpha on ORCL relative to SPY over the holding period was +0.1%.

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