Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionFirst Affirmative Financial Network
Latest Disclosed Ownership6,172 shares
Latest Disclosed Value $ 907,993
First Affirmative Financial Network reports 19.87% increase in ownership of ORCL / Oracle Corporation

On May 11, 2026 - First Affirmative Financial Network filed a 13F-HR/A form disclosing ownership of 6,172 shares of Oracle Corporation (MX:ORCL) valued at $907,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 20, 2025 disclosing 5,149 shares of Oracle Corporation. This represents a change in shares of 19.87% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F/A-1 ORACLE COM 68389X105 6,172 1,023 19.87 908 -37.32 0.3523
2026-05-08 2026-03-31 13F ORACLE COM 68389X105 5,149 0 1,448 0.6813
2025-11-20 2025-09-30 13F ORACLE COM 68389X105 5,149 -511 -9.03 1,448 16.98 0.6813
2025-11-20 2025-06-30 13F ORACLE COM 68389X105 5,660 538 10.50 1,237 72.77 0.6361
2025-04-11 2025-03-31 13F ORACLE COM 68389X105 5,122 172 3.47 716 -13.11 0.4387
2025-01-23 2024-12-31 13F ORACLE COM 68389X105 4,950 37 0.75 825 -1.55 0.4760
2024-10-10 2024-09-30 13F ORACLE COM 68389X105 4,913 709 16.86 837 41.15 0.4583
2024-07-10 2024-06-30 13F ORACLE COM 68389X105 4,204 61 1.47 594 14.04 0.4120
2024-04-11 2024-03-31 13F ORACLE COM 68389X105 4,143 28 0.68 520 20.09 0.3836
2024-01-08 2023-12-31 13F ORACLE COM 68389X105 4,115 749 22.25 434 21.63 0.3464
2023-10-16 2023-09-30 13F ORACLE COM 68389X105 3,366 389 13.07 357 0.56 0.3489
2023-07-10 2023-06-30 13F ORACLE COM 68389X105 2,977 569 23.63 355 58.74 0.3541
2023-04-11 2023-03-31 13F ORACLE COM 68389X105 2,408 2,408 224 0.2589
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.