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ORCLORCL
22 quarters

Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in ORACLE CORP

POLEN CAPITAL MANAGEMENT LLC holds 3.6M shares of ORCL (ORACLE CORP), worth $523.8M as of 2026-Q2. The position was decreased (-28.9% shares). ORCL represents 4.5% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$523.8M

Current Shares

3.6M

Total Value Change

-$61.8M

Total Shares Change

-9.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.6M
-28.9%
$523.8M4.5%$146.04
0
2026-Q1
Decreased
5M
-30.1%
$739.1M5.1%$149.01
0
2025-Q4
Decreased
7.2M
-22.6%
$1.4B6.0%$196.69
0
2025-Q3
Decreased
9.3M
-22.5%
$2.6B8.5%$281.53
0
2025-Q2
Decreased
12M
-5.0%
$2.6B8.0%$208.88
0
2025-Q1
Increased
12.6M
+17.6%
$1.8B5.5%$139.46
72
2024-Q4
Increased
10.7M
+22.3%
$1.8B4.8%$164.83
71
2024-Q3
New
8.8M
-
$1.5B3.9%$166.26
88
2022-Q2
Exited
0
-100.0%
$00.0%$65.88
0
2022-Q1
Unchanged
4,216
0.0%
$349,0000.0%$79.04
0
2021-Q4
Unchanged
4,216
0.0%
$368,0000.0%$83.14
0
2021-Q3
New
4,216
-
$367,0000.0%$85.90
33
2021-Q1
Exited
0
-100.0%
$00.0%$65.88
0
2020-Q4
Decreased
11,968
-98.0%
$774,0000.0%$59.91
0
2020-Q3
Increased
614,183
+22.4%
$36.7M0.1%$55.10
35
2020-Q2
Increased
501,851
+58.0%
$27.7M0.1%$50.52
41
2020-Q1
Increased
317,570
+49.4%
$15.3M0.1%$46.24
39
2019-Q4
Decreased
212,583
-98.6%
$11.3M0.0%$48.18
0
2019-Q3
Increased
15.1M
+4.3%
$828.6M3.8%$49.23
61
2019-Q2
Increased
14.4M
+3.1%
$822.9M4.0%$51.64
60
2019-Q1
Increased
14M
+8.1%
$752.7M3.9%$48.47
63
2018-Q4
New
13M
-
$585.6M3.8%$40.29
87

Other major holders of ORCL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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