ORCL — ORACLE CORP

Ownership history in David J Yvars Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2023 Q2)
Avg. % of fund
0.17%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 871 -710 -44.9% 0.13% $245K $280.01
2024 Q2 REDUCED 1,581 -510 -24.4% 0.14% $223K $138.74
2024 Q1 UNCHANGED 2,091 — 0% 0.18% $263K $123.02
2023 Q4 UNCHANGED 2,091 — 0% 0.18% $220K $102.86
2023 Q3 UNCHANGED 2,091 — 0% 0.18% $221K $102.96
2023 Q2 INITIATED 2,091 — — 0.21% $249K $115.36
% of Fund (quarterly)    ORCL price (monthly, adj. close)

Other funds also holding ORCL

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 48.54% ShankerValleau Wealth Advisors, Inc. 3Y 17.21% M37 Management LP 13.39% Broad Peak Investment Advisers Pte Ltd 12.13% Fairbanks Capital Management, Inc. 3Y 7Y 10.43% Deuterium Capital Management, LLC 3Y 10.18% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 9.45% Valliance Asset Management Ltd 3Y 9.32% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 8.24% CALEDONIA INVESTMENTS PLC 3Y 7Y 8.06%
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