Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership16,949 shares
Latest Disclosed Value $ 2,493,426
CRA Financial Services, LLC reports 6.01% increase in ownership of ORCL / Oracle Corporation

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 16,949 shares of Oracle Corporation (MX:ORCL) valued at $2,493,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 15,988 shares of Oracle Corporation. This represents a change in shares of 6.01% 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)
2026-04-09 2026-03-31 13F ORACLE COM 68389X105 16,949 961 6.01 2,493 -19.99 0.3238
2026-01-16 2025-12-31 13F ORACLE COM 68389X105 15,988 8,150 103.98 3,116 41.38 0.4078
2025-10-16 2025-09-30 13F ORACLE COM 68389X105 7,838 5,532 239.90 2,204 337.30 0.3016
2025-07-14 2025-06-30 13F ORACLE COM 68389X105 2,306 2 0.09 504 56.52 0.0771
2025-04-16 2025-03-31 13F ORACLE COM 68389X105 2,304 348 17.79 322 -0.92 0.0551
2025-01-31 2024-12-31 13F ORACLE COM 68389X105 1,956 -7 -0.36 326 -2.69 0.0559
2024-10-10 2024-09-30 13F ORACLE COM 68389X105 1,963 -109 -5.26 334 14.38 0.0614
2024-07-12 2024-06-30 13F ORACLE COM 68389X105 2,072 27 1.32 293 14.06 0.0590
2024-04-17 2024-03-31 13F ORACLE COM 68389X105 2,045 -59 -2.80 257 15.84 0.0558
2024-02-01 2023-12-31 13F ORACLE COM 68389X105 2,104 29 1.40 222 0.91 0.0543
2023-10-13 2023-09-30 13F ORACLE COM 68389X105 2,075 1 0.05 220 -10.98 0.0605
2023-07-11 2023-06-30 13F ORACLE COM 68389X105 2,074 -499 -19.39 247 2.93 0.0667
2023-04-06 2023-03-31 13F ORACLE COM 68389X105 2,573 -927 -26.49 239 -16.43 0.0710
2023-01-24 2022-12-31 13F ORACLE COM 68389X105 3,500 3,500 286 0.0936
2022-07-21 2022-06-30 13F ORACLE COM 68389X105 0 -2,552 -100.00 0 -100.00
2022-04-15 2022-03-31 13F ORACLE COM 68389X105 2,552 1 0.04 211 -4.95 0.0635
2022-01-20 2021-12-31 13F ORACLE COM 68389X105 2,551 -199 -7.24 222 -7.50 0.0660
2021-10-12 2021-09-30 13F ORACLE COM 68389X105 2,750 1 0.04 240 12.15 0.0812
2021-07-23 2021-06-30 13F ORACLE COM 68389X105 2,749 2,749 214 0.0744
2019-11-07 2019-09-30 13F ORACLE COM 68389X105 0 -3,595 -100.00 0 -100.00
2019-07-24 2019-06-30 13F ORACLE COM 68389X105 3,595 3,595 205 0.1232
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.