ORCL — ORACLE CORP

Ownership history in Exeter Financial, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Exeter Financial, LLC 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
2.4% (2024 Q3)
Avg. % of fund
1.98%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,320 -94 -0.5% 1.60% $3.8M $194.40
2025 Q3 REDUCED 19,414 -4,505 -18.8% 2.36% $5.5M $280.01
2025 Q2 REDUCED 23,919 -5,592 -18.9% 2.33% $5.2M $217.21
2025 Q1 ADDED 29,511 +191 +0.7% 1.85% $4.1M $138.41
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Exeter Financial, LLC Holdings