Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionRoundview Capital LLC
Latest Disclosed Ownership28,603 shares
Latest Disclosed Value $ 4,207,788
Roundview Capital LLC reports 59.18% increase in ownership of ORCL / Oracle Corporation

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 28,603 shares of Oracle Corporation (MX:ORCL) valued at $4,207,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 17,969 shares of Oracle Corporation. This represents a change in shares of 59.18% 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)
2026-05-08 2026-03-31 13F ORACLE COM 68389X105 28,603 10,634 59.18 4,208 20.13 0.2621
2026-02-09 2025-12-31 13F ORACLE COM 68389X105 17,969 -2,057 -10.27 3,502 -37.82 0.2154
2025-11-12 2025-09-30 13F ORACLE COM 68389X105 20,026 1,961 10.86 5,632 42.62 0.3561
2025-07-23 2025-06-30 13F ORACLE COM 68389X105 18,065 1,367 8.19 3,950 69.19 0.2640
2025-05-06 2025-03-31 13F ORACLE COM 68389X105 16,698 922 5.84 2,335 -11.19 0.1684
2025-02-12 2024-12-31 13F ORACLE COM 68389X105 15,776 459 3.00 2,629 0.69 0.1835
2024-11-14 2024-09-30 13F ORACLE COM 68389X105 15,317 241 1.60 2,610 22.65 0.1891
2024-08-09 2024-06-30 13F ORACLE COM 68389X105 15,076 722 5.03 2,129 18.03 0.1677
2024-05-06 2024-03-31 13F ORACLE COM 68389X105 14,354 479 3.45 1,803 23.32 0.1474
2024-02-12 2023-12-31 13F ORACLE COM 68389X105 13,875 -17 -0.12 1,463 -0.61 0.1349
2023-11-13 2023-09-30 13F ORACLE COM 68389X105 13,892 -279 -1.97 1,471 -12.80 0.1480
2023-08-09 2023-06-30 13F ORACLE COM 68389X105 14,171 -668 -4.50 1,688 22.42 0.1648
2023-05-09 2023-03-31 13F ORACLE COM 68389X105 14,839 226 1.55 1,379 15.41 0.1442
2023-02-13 2022-12-31 13F ORACLE COM 68389X105 14,613 -7 -0.05 1,194 33.71 0.1363
2022-11-10 2022-09-30 13F ORACLE COM 68389X105 14,620 0 0.00 893 -12.54 0.1127
2022-08-11 2022-06-30 13F ORACLE COM 68389X105 14,620 -157 -1.06 1,021 -16.52 0.1222
2022-05-17 2022-03-31 13F/A-1 ORACLE COM 68389X105 14,777 -77 -0.52 1,223 -5.56 0.1257
2022-05-11 2022-03-31 13F ORACLE COM 68389X105 14,777 -77 1,223 0.1214
2022-02-10 2021-12-31 13F ORACLE COM 68389X105 14,854 0 0.00 1,295 0.08 0.1291
2021-11-10 2021-09-30 13F ORACLE COM 68389X105 14,854 -14 -0.09 1,294 11.84 0.1426
2021-08-10 2021-06-30 13F ORACLE COM 68389X105 14,868 940 6.75 1,157 18.42 0.1291
2021-05-14 2021-03-31 13F ORACLE COM 68389X105 13,928 0 0.00 977 8.44 0.1229
2021-02-08 2020-12-31 13F ORACLE COM 68389X105 13,928 100 0.72 901 9.08 0.1233
2020-11-05 2020-09-30 13F ORACLE COM 68389X105 13,828 104 0.76 826 8.83 0.1296
2020-08-13 2020-06-30 13F ORACLE COM 68389X105 13,724 -197 -1.42 759 12.78 0.1289
2020-05-11 2020-03-31 13F ORACLE COM 68389X105 13,921 89 0.64 673 -8.19 0.1423
2020-02-10 2019-12-31 13F ORACLE COM 68389X105 13,832 -349 -2.46 733 -6.03 0.1393
2019-11-12 2019-09-30 13F ORACLE COM 68389X105 14,181 -600 -4.06 780 -7.36 0.1683
2019-08-12 2019-06-30 13F ORACLE COM 68389X105 14,781 -233 -1.55 842 4.47 0.1896
2019-05-09 2019-03-31 13F ORACLE COM 68389X105 15,014 -210 -1.38 806 17.32 0.1915
2019-02-13 2018-12-31 13F ORACLE COM 68389X105 15,224 834 5.80 687 -7.41 0.1926
2018-11-07 2018-09-30 13F Oracle Corp Com COM 68389X105 14,390 -1,282 -8.18 742 7.38 0.1831
2018-08-10 2018-06-30 13F Oracle Corp Com COM 68389X105 15,672 -23,194 -59.68 691 -61.14 0.1811
2018-05-14 2018-03-31 13F Oracle Corp Com COM 68389X105 38,866 -19,461 -33.37 1,778 -35.53 0.5005
2018-02-07 2017-12-31 13F Oracle Corp Com COM 68389X105 58,327 -155 -0.27 2,758 -2.48 0.7123
2017-11-13 2017-09-30 13F/A-1 Oracle Corp Com COM 68389X105 58,482 10,698 22.39 2,828 18.03 0.8089
2017-11-13 2017-09-30 13F Oracle Corp Com COM 68389X105 47,784 0 2,396 698,955.9419
2017-08-11 2017-06-30 13F Oracle Corp Com COM 68389X105 47,784 17,745 59.07 2,396 78.81 0.6990
2017-05-11 2017-03-31 13F Oracle Corp Com COM 68389X105 30,039 7,995 36.27 1,340 58.02 0.4160
2017-02-14 2016-12-31 13F Oracle Corp Com COM 68389X105 22,044 300 1.38 848 -0.70 0.2722
2016-11-14 2016-09-30 13F Oracle Corp Com COM 68389X105 21,744 12,100 125.47 854 116.20 0.3018
2016-08-12 2016-06-30 13F Oracle Corp Com COM 68389X105 9,644 -835 -7.97 395 -7.93 0.1454
2016-05-12 2016-03-31 13F Oracle Corp Com COM 68389X105 10,479 0 0.00 429 12.01 0.1599
2016-02-11 2015-12-31 13F Oracle Corp Com COM 68389X105 10,479 0 0.00 383 1.06 0.1517
2015-11-12 2015-09-30 13F Oracle Corp Com COM 68389X105 10,479 50 0.48 379 -9.76 0.1625
2015-08-14 2015-06-30 13F Oracle Corp Com COM 68389X105 10,429 20 0.19 420 -6.46 0.1582
2015-05-15 2015-03-31 13F Oracle Corp Com COM 68389X105 10,409 0 0.00 449 -4.06 0.1776
2015-02-13 2014-12-31 13F Oracle Corp Com COM 68389X105 10,409 -65 -0.62 468 16.71 0.1921
2014-11-14 2014-09-30 13F Oracle Corp Com COM 68389X105 10,474 0 0.00 401 -5.65 0.1803
2014-08-08 2014-06-30 13F Oracle Corp Com COM 68389X105 10,474 391 3.88 425 3.16 0.1718
2014-04-30 2014-03-31 13F Oracle Corp Com COM 68389X105 10,083 0 0.00 412 6.74 0.2001
2014-02-12 2013-12-31 13F Oracle Corp Com COM 68389X105 10,083 0 0.00 386 15.57 0.1769
2013-11-12 2013-09-30 13F Oracle Corp Com COM 68389X105 10,083 0 0.00 334 7.74 0.1735
2013-07-30 2013-06-30 13F Oracle Corp Com COM 68389X105 10,083 10,083 310 0.1945
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.