Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership9,978 shares
Latest Disclosed Value $ 1,467,936
Altfest L J & Co Inc reports 2.40% decrease in ownership of ORCL / Oracle Corporation

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 9,978 shares of Oracle Corporation (MX:ORCL) valued at $1,467,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,223 shares of Oracle Corporation. This represents a change in shares of -2.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ORACLE COM 68389X105 9,978 -245 -2.40 1,468 -26.36 0.1561
2026-01-23 2025-12-31 13F ORACLE COM 68389X105 10,223 -29 -0.28 1,993 -30.91 0.2181
2025-10-21 2025-09-30 13F ORACLE COM 68389X105 10,252 -8,558 -45.50 2,883 -29.89 0.3217
2025-08-08 2025-06-30 13F ORACLE COM 68389X105 18,810 460 2.51 4,112 60.31 0.4849
2025-05-09 2025-03-31 13F ORACLE COM 68389X105 18,350 2,835 18.27 2,565 -0.77 0.3217
2025-02-07 2024-12-31 13F ORACLE COM 68389X105 15,515 -3,206 -17.13 2,585 86,066.67 0.3297
2024-11-05 2024-09-30 13F ORACLE COM 68389X105 18,721 4,533 31.95 3 50.00 0.4246
2024-08-07 2024-06-30 13F ORACLE COM 68389X105 14,188 1,421 11.13 2 100.00 0.2737
2024-04-22 2024-03-31 13F ORACLE COM 68389X105 12,767 103 0.81 2 0.00 0.2271
2024-01-18 2023-12-31 13F ORACLE COM 68389X105 12,664 2,984 30.83 1 0.00 0.1936
2023-10-26 2023-09-30 13F ORACLE COM 68389X105 9,680 0 0.00 1 0.00 0.1617
2023-08-09 2023-06-30 13F ORACLE COM 68389X105 9,680 -486 -4.78 1 0.1733
2023-04-20 2023-03-31 13F ORACLE COM 68389X105 10,166 1,793 21.41 1 0.1480
2023-02-02 2022-12-31 13F ORACLE COM 68389X105 8,373 -69 -0.82 1 -100.00 0.1133
2022-11-15 2022-09-30 13F ORACLE COM 68389X105 8,442 50 0.60 516 -11.95 0.0967
2022-08-04 2022-06-30 13F ORACLE COM 68389X105 8,392 1,000 13.53 586 -4.25 0.1053
2022-05-02 2022-03-31 13F ORACLE COM 68389X105 7,392 -59 -0.79 612 -5.85 0.1092
2022-01-24 2021-12-31 13F ORACLE COM 68389X105 7,451 0 0.00 650 0.15 0.1240
2021-10-12 2021-09-30 13F ORACLE COM 68389X105 7,451 -38 -0.51 649 11.32 0.1360
2021-07-28 2021-06-30 13F ORACLE COM 68389X105 7,489 -127 -1.67 583 9.18 0.1257
2021-05-07 2021-03-31 13F ORACLE COM 68389X105 7,616 0 0.00 534 8.32 0.1262
2021-01-21 2020-12-31 13F ORACLE COM 68389X105 7,616 127 1.70 493 10.29 0.1208
2020-10-29 2020-09-30 13F ORACLE COM 68389X105 7,489 0 0.00 447 7.97 0.1188
2020-07-21 2020-06-30 13F ORACLE COM 68389X105 7,489 -4,607 -38.09 414 -29.23 0.1191
2020-04-13 2020-03-31 13F ORACLE COM 68389X105 12,096 -1,563 -11.44 585 -19.20 0.1832
2020-01-06 2019-12-31 13F ORACLE COM 68389X105 13,659 -1,556 -10.23 724 -13.50 0.1824
2019-10-10 2019-09-30 13F ORACLE COM 68389X105 15,215 7,692 102.25 837 95.10 0.2158
2019-07-15 2019-06-30 13F ORACLE COM 68389X105 7,523 -509 -6.34 429 -0.46 0.1142
2019-06-10 2019-03-31 13F/A-2 ORACLE COM 68389X105 8,032 0 0.00 431 18.73 0.1049
2019-05-24 2019-03-31 13F/A-1 ORACLE COM 68389X105 8,032 0 363 0.0977
2019-04-05 2019-03-31 13F ORACLE COM 68389X105 3,812 -4,220 363
2019-01-15 2018-12-31 13F ORACLE COM 68389X105 8,032 0 0.00 363 -12.32 0.1014
2018-10-10 2018-09-30 13F ORACLE COM 68389X105 8,032 -4,100 -33.79 414 -22.62 0.1205
2018-08-07 2018-06-30 13F ORACLE COM 68389X105 12,132 -108 -0.88 535 -4.46 0.1992
2018-05-09 2018-03-31 13F ORACLE COM 68389X105 12,240 192 1.59 560 -1.75 0.2416
2018-02-12 2017-12-31 13F Oracle COM 68389X105 12,048 -11,595 -49.04 570 -50.13 0.2164
2017-10-23 2017-09-30 13F Oracle COM 68389X105 23,643 12,257 107.65 1,143 100.18 0.5556
2017-07-21 2017-06-30 13F Oracle COM 68389X105 11,386 0 0.00 571 12.40 0.3447
2017-05-03 2017-03-31 13F Oracle COM 68389X105 11,386 -124 -1.08 508 14.67 0.2018
2017-01-09 2016-12-31 13F Oracle COM 68389X105 11,510 -17 -0.15 443 -2.21 0.2213
2016-11-16 2016-09-30 13F Oracle COM 68389X105 11,527 17 0.15 453 -3.82 0.3017
2016-11-16 2016-06-30 13F Oracle COM 68389X105 11,510 -32,250 -73.70 471 -73.69 0.3281
2016-05-13 2016-03-31 13F Oracle COM 68389X105 43,760 -374 -0.85 1,790 11.04 1.8425
2016-02-19 2015-12-31 13F Oracle COM 68389X105 44,134 -1,055 -2.33 1,612 -1.23 1.5777
2015-10-14 2015-09-30 13F Oracle COM 68389X105 45,189 -654 -1.43 1,632 -11.64 1.6117
2015-07-17 2015-06-30 13F Oracle COM 68389X105 45,843 185 0.41 1,847 -6.24 1.6935
2015-04-20 2015-03-31 13F Oracle COM 68389X105 45,658 622 1.38 1,970 -2.72 1.8337
2015-02-23 2014-12-31 13F/A-1 Oracle COM 68389X105 45,036 -1,207 -2.61 2,025 12.63 1.6560
2015-02-11 2014-12-31 13F Oracle COM 68389X105 45,036 2,025
2014-11-14 2014-09-30 13F ORACLE COM 68389X105 46,243 4,762 11.48 1,798 6.01 1.7672
2014-08-14 2014-06-30 13F ORACLE COM 68389X105 41,481 877 2.16 1,696 7.14 1.6706
2014-05-13 2014-03-31 13F ORACLE COM 68389X105 40,604 -211 -0.52 1,583 1.34 1.4701
2014-02-14 2013-12-31 13F ORACLE COM 68389X105 40,815 40,815 1,562 1.3296
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.