ORACLE CORP · CUSIP 68389X105 · CIK 1034524
As of 2026-06-30, POLEN CAPITAL MANAGEMENT LLC reported 3.57M ORCL (shares), valued at $523.81M, or 4.51% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares decreased 28.86%; reported value decreased 29.13%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.51% | 3,574,259 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 5.11% | 5,024,257 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 5.98% | 7,185,496 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 8.48% | 9,288,638 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 8.04% | 11,983,204 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 5.54% | 12,609,101 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 4.83% | 10,723,731 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 3.86% | 8,767,967 | SEC filing ↗Filed Feb 10, 2025Amended |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 3.86% | 8,767,967 | $1.49B | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 10, 2025 |
| Q4 2024 | 4.83% | 10,723,731 | $1.79B | Shares increased 22.31%; reported value increased 19.61%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 5.54% | 12,609,101 | $1.76B | Shares increased 17.58%; reported value decreased 1.35%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 8.04% | 11,983,204 | $2.62B | Shares decreased 4.96%; reported value increased 48.61%, and weight changed +2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 8.48% | 9,288,638 | $2.61B | Shares decreased 22.49%; reported value decreased 0.29%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 5.98% | 7,185,496 | $1.40B | Shares decreased 22.64%; reported value decreased 46.39%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 5.11% | 5,024,257 | $739.12M | Shares decreased 30.08%; reported value decreased 47.23%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 4.51% | 3,574,259 | $523.81M | Shares decreased 28.86%; reported value decreased 29.13%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.