Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership20,147 shares
Latest Disclosed Value $ 2,963,825
PDS Planning, Inc reports 2.26% increase in ownership of ORCL / Oracle Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 20,147 shares of Oracle Corporation (MX:ORCL) valued at $2,963,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 19,702 shares of Oracle Corporation. This represents a change in shares of 2.26% 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)
2026-04-21 2026-03-31 13F ORACLE COM 68389X105 20,147 445 2.26 2,964 -22.84 0.1955
2026-01-26 2025-12-31 13F ORACLE COM 68389X105 19,702 1,735 9.66 3,840 -24.01 0.2565
2025-10-21 2025-09-30 13F ORACLE COM 68389X105 17,967 -407 -2.22 5,053 25.79 0.3495
2025-07-24 2025-06-30 13F ORACLE COM 68389X105 18,374 88 0.48 4,017 57.16 0.2994
2025-04-24 2025-03-31 13F ORACLE COM 68389X105 18,286 706 4.02 2,557 -12.73 0.2155
2025-02-10 2024-12-31 13F ORACLE COM 68389X105 17,580 1,493 9.28 2,930 6.86 0.2603
2024-10-30 2024-09-30 13F ORACLE COM 68389X105 16,087 2,440 17.88 2,741 42.32 0.2457
2024-08-08 2024-06-30 13F ORACLE COM 68389X105 13,647 430 3.25 1,927 16.02 0.1944
2024-05-01 2024-03-31 13F ORACLE COM 68389X105 13,217 113 0.86 1,660 20.20 0.1744
2024-02-01 2023-12-31 13F ORACLE COM 68389X105 13,104 -43 -0.33 1,382 -0.79 0.1574
2023-10-23 2023-09-30 13F ORACLE COM 68389X105 13,147 118 0.91 1,393 -10.25 0.1802
2023-07-21 2023-06-30 13F ORACLE COM 68389X105 13,029 595 4.79 1,552 34.29 0.1984
2023-05-02 2023-03-31 13F ORACLE COM 68389X105 12,434 3,858 44.99 1,155 64.76 0.1593
2023-01-27 2022-12-31 13F ORACLE COM 68389X105 8,576 -341 -3.82 701 28.62 0.1120
2022-11-02 2022-09-30 13F ORACLE COM 68389X105 8,917 173 1.98 545 -10.80 0.0992
2022-07-15 2022-06-30 13F ORACLE COM 68389X105 8,744 478 5.78 611 -10.67 0.1106
2022-04-18 2022-03-31 13F ORACLE COM 68389X105 8,266 74 0.90 684 -4.20 0.1204
2022-01-25 2021-12-31 13F ORACLE COM 68389X105 8,192 256 3.23 714 3.33 0.1366
2021-10-22 2021-09-30 13F ORACLE COM 68389X105 7,936 240 3.12 691 15.36 0.1594
2021-07-26 2021-06-30 13F ORACLE COM 68389X105 7,696 345 4.69 599 16.09 0.1459
2021-04-20 2021-03-31 13F ORACLE COM 68389X105 7,351 -132 -1.76 516 6.61 0.1498
2021-01-21 2020-12-31 13F ORACLE COM 68389X105 7,483 444 6.31 484 15.24 0.1661
2020-10-19 2020-09-30 13F ORACLE COM 68389X105 7,039 190 2.77 420 10.82 0.1710
2020-08-11 2020-06-30 13F ORACLE COM 68389X105 6,849 682 11.06 379 27.18 0.1717
2020-04-20 2020-03-31 13F ORACLE COM 68389X105 6,167 251 4.24 298 -4.79 0.1902
2020-02-07 2019-12-31 13F ORACLE COM 68389X105 5,916 202 3.54 313 -0.32 0.1975
2019-10-28 2019-09-30 13F ORACLE COM 68389X105 5,714 -46 -0.80 314 -4.27 0.2179
2019-08-14 2019-06-30 13F ORACLE COM 68389X105 5,760 -144 -2.44 328 3.47 0.2439
2019-04-19 2019-03-31 13F ORACLE COM 68389X105 5,904 -146 -2.41 317 16.12 0.2464
2019-02-08 2018-12-31 13F ORACLE COM 68389X105 6,050 2 0.03 273 -12.50 0.2346
2018-11-02 2018-09-30 13F ORACLE COM 68389X105 6,048 604 11.09 312 30.00 0.2670
2018-07-26 2018-06-30 13F ORACLE COM 68389X105 5,444 0 0.00 240 -3.61 0.2367
2018-05-03 2018-03-31 13F ORACLE COM 68389X105 5,444 -33 -0.60 249 -3.86 0.2516
2018-02-13 2017-12-31 13F ORACLE COM 68389X105 5,477 5,477 259 0.2623
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.