Question 1

How many shares of ORCL does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 357,315 shares of ORCL (ORACLE CORP).

Question 2

What is &PARTNERS's ORCL position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's ORCL position is worth $52.3M.

Question 3

Is &PARTNERS buying or selling ORCL?

Accepted Answer

In 2026-Q2, &PARTNERS increased their ORCL position (+10.4% change in shares).

Question 4

When did &PARTNERS first buy ORCL?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in ORCL in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	357,315	+10.4%	$52.3M	0.2%	$146.04	39
2026-Q1	Increased	323,589	+19.5%	$47.5M	0.2%	$149.01	41
2025-Q4	Increased	270,721	+16.1%	$52.7M	0.3%	$196.69	41
2025-Q3	Increased	233,188	+34.8%	$65.6M	0.4%	$281.53	46
2025-Q2	Increased	173,000	+26.7%	$37.7M	0.3%	$208.88	43
2025-Q1	Increased	136,509	+4.8%	$19.2M	0.2%	$139.46	36
2024-Q4	Increased	130,199	+70.7%	$21.7M	0.3%	$164.83	51
2024-Q3	Increased	76,266	+150.6%	$12.9M	0.2%	$166.26	54