ORCL β€” ORACLE CORP

Ownership history in CLARIS ADVISORS, LLC / MO /  Β·  3 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported ORACLE CORP (ORCL) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows ORCL at 0.10% 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.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'s position in ORACLE CORP, 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 Q3

ORCL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How CLARIS ADVISORS, LLC / MO / held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,254 β€” 0% 0.10% $274K 2025-10-06 $290.32
2025 Q2 ADDED 1,254 +1,233 +5871.4% 0.10% $274K 2025-07-17 $247.66
2024 Q3 INITIATED 21 β€” β€” 0.00% $4K 2024-10-31 $165.75

FAQ About CLARIS ADVISORS, LLC / MO / and ORCL

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

How long has CLARIS ADVISORS, LLC / MO / reported owning ORCL?

CLARIS ADVISORS, LLC / MO / reported ORCL across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ORCL position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for ORCL was 0.10% in 2025 Q2.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q3, when CLARIS ADVISORS, LLC / MO / reported 1,254 shares, equal to 0.10% of portfolio, with an estimated market value of $274K.

What does the chart on this ORCL ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'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.

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