FIRST MANHATTAN CO. LLC.

Position in ORCL — Oracle Corp

CIK 728083 NEW YORK, NY

Back to ORCL Full portfolio

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$552,858,995

-$26,758,671 QoQ

Shares Held

3,772,494

-4.3% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#56

of 3,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in ORCL Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $2,567,244,299 across 12 Software - Infrastructure names. ORCL ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,345,361	$1,620,906,560
2	ORCL	Oracle Corp This page	3,772,494	$552,858,995
3	SNPS	Synopsys Inc	859,147	$383,239,702
4	PAYO	Payoneer Global Inc.	617,574	$4,397,126
5	PANW	Palo Alto Networks Inc	7,602	$2,592,434
6	DOX	Amdocs Ltd	17,335	$876,110
7	GEN	Gen Digital Inc.	24,200	$602,338
8	OKTA	Okta, Inc.	3,665	$500,089

All Filings in ORCL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,858,995	3,772,494	-4.3%	Shares	Sole	2026-08-14
2026-03-31	$579,617,666	3,940,029	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$776,235,701	3,982,534	-2.5%	Shares	Sole	2026-02-17
2025-09-30	$1,149,100,235	4,085,835	-8.6%	Shares	Sole	2025-11-14
2025-06-30	$977,640,118	4,471,665	-8.9%	Shares	Sole	2025-08-14
2025-03-31	$686,219,356	4,908,228	-3.8%	Shares	Sole	2025-05-15
2024-12-31	$850,067,634	5,101,222	-2.7%	Shares	Sole	2025-02-14
2024-09-30	$893,173,752	5,241,630	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$765,497,161	5,421,368	+0.2%	Shares	Sole	2024-08-15
2024-03-31	$679,310,436	5,408,092	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$558,267,242	5,295,146	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$544,616,913	5,141,776	+4.2%	Shares	Sole	2023-11-14
2023-06-30	$587,885,165	4,936,478	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$463,486,725	4,988,019	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$392,653,293	4,803,686	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$272,879,874	4,468,313	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$302,934,660	4,335,690	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$346,772,722	4,191,620	+3.3%	Shares	Sole	2022-05-16
2021-12-31	$353,889,284	4,057,898	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$355,449,361	4,079,529	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$321,970,681	4,136,314	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$293,477,885	4,182,384	+4.7%	Shares	Sole	2021-05-14
2020-12-31	$258,347,665	3,993,626	+2.3%	Shares	Sole	2021-02-16
2020-09-30	$233,142,469	3,905,234	-3.5%	Shares	Sole	2020-11-12
2020-06-30	$223,701,456	4,047,430	-0.8%	Shares	Sole	2020-08-14
2020-03-31	$197,118,834	4,078,602	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.