Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.05 $110.37–132.77 · VW $120.11i SEC
2023   Q4 115,138 0.05 Reduce 82.62% 0.25 $99.26–117.79 · VW $109.58i $12,138,999 SEC
2023   Q3 662,618 0.30 Reduce 64.75% 0.62 $99.87–127.42 · VW $114.50i $70,184,499 SEC
2023   Q2 1,879,967 0.95 Reduce 7.82% 0.06 $104.78–127.54 · VW $117.57i $223,885,270 SEC
2023   Q1 2,039,515 0.82 Reduce 0.21% <0.01 $82.04–106.49 · VW $98.16i $189,511,734 SEC
2022   Q4 2,043,729 0.74 Reduce 1.36% <0.01 $78.06–91.22 · VW $85.56i $167,054,408 SEC
2022   Q3 2,071,981 0.63 Reduce 12.87% 0.10 $60.78–83.49 · VW $75.77i $126,536,000 SEC
2022   Q2 2,378,126 0.74 Reduce 2.37% 0.02 $63.76–79.88 · VW $72.60i $166,160,000 SEC
2022   Q1 2,435,895 0.76 Add 0.18% <0.01 $66.72–84.52 · VW $74.39i $201,522,000 SEC
2021   Q4 2,431,550 0.80 Reduce 17.49% 0.18 $70.23–106.34 · VW $84.18i $212,055,000 SEC
2021   Q3 2,946,834 1.02 Reduce 10.47% 0.10 $84.73–98.95 · VW $91.47i $256,758,000 SEC
2021   Q2 3,291,492 1.00 Add 3.11% 0.03 $75.90–91.78 · VW $85.60i $256,210,000 SEC
2021   Q1 3,192,235 0.91 Reduce 1.86% 0.02 $64.77–80.72 · VW $74.74i $223,999,000 SEC
2020   Q4 3,252,832 0.99 Add 17.75% 0.15 $58.01–66.36 · VW $62.96i $210,426,000 SEC
2020   Q3 2,762,420 1.03 Reduce 9.16% 0.10 $54.87–62.60 · VW $58.40i $164,916,000 SEC
2020   Q2 3,040,881 1.10 Reduce 20.54% 0.29 $50.91–58.45 · VW $55.53i $168,069,000 SEC
2020   Q1 3,827,132 1.40 Reduce 20.33% 0.24 $39.71–54.72 · VW $49.40i $184,965,000 SEC
2019   Q4 4,803,641 1.19 Reduce 16.46% 0.28 $47.90–56.66 · VW $51.34i $254,497,000 SEC
2019   Q3 5,750,304 1.72 Reduce 27.31% 0.65 $51.55–57.33 · VW $55.01i $316,439,000 SEC
2019   Q2 7,911,165 2.38 Reduce 8.11% 0.20 $49.89–60.50 · VW $54.15i $450,699,000 SEC
2019   Q1 8,609,269 2.52 Reduce 16.17% 0.44 $50.51–55.53 · VW $52.21i $462,404,000 SEC
2018   Q4 10,270,380 2.71 Reduce 9.62% 0.27 $42.40–53.03 · VW $49.19i $463,708,000 SEC
2018   Q3 11,363,826 2.85 Reduce 0.52% 0.01 $46.34–52.11 · VW $49.07i $585,919,000 SEC
2018   Q2 11,422,967 2.53 Add 2.19% 0.05 $42.57–49.70 · VW $46.95i $503,296,000 SEC
2018   Q1 11,178,377 2.60 Reduce 0.45% 0.01 $44.04–53.48 · VW $48.08i $511,411,000 SEC
2017   Q4 11,229,017 2.61 Add 13.00% 0.30 $45.92–52.79 · VW $49.79i $530,908,000 SEC
2017   Q3 9,937,040 2.54 Reduce 1.27% 0.04 $47.64–53.14 · VW $49.95i $480,456,000 SEC
2017   Q2 10,065,272 2.77 Add 0.21% <0.01 $43.74–51.85 · VW $48.64i $504,673,000 SEC
2017   Q1 10,043,940 2.53 Reduce 1.22% 0.03 $42.25–46.99 · VW $44.88i $448,060,000 SEC
2016   Q4 10,167,717 2.27 Add 10.30% 0.21 $37.64–43.26 · VW $41.16i $390,949,000 SEC
2016   Q3 9,218,507 2.24 Reduce 3.85% 0.09 $37.62–41.42 · VW $39.74i $362,103,000 SEC
2016   Q2 9,587,982 2.46 Reduce 7.91% 0.21 $38.08–41.91 · VW $40.40i $392,436,000 SEC
2016   Q1 10,412,043 2.62 Reduce 3.12% 0.08 $37.04–42.00 · VW $39.75i $425,957,000 SEC
2015   Q4 10,747,914 2.47 Reduce 3.08% 0.08 $33.13–39.39 · VW $36.43i $392,621,000 SEC
2015   Q3 11,089,893 2.60 Reduce 2.71% 0.07 $35.24–40.64 · VW $38.28i $400,567,000 SEC
2015   Q2 11,398,384 2.63 Reduce 3.38% 0.10 $35.14–45.24 · VW $39.16i $459,355,000 SEC
2015   Q1 11,797,564 2.88 Reduce 3.68% 0.11 $41.26–44.94 · VW $43.23i $509,065,000 SEC
2014   Q4 12,248,441 2.99 Add 0.40% 0.01 $39.92–46.71 · VW $43.48i $550,812,000 SEC
2014   Q3 12,199,933 2.59 Reduce 0.60% 0.02 $35.82–42.51 · VW $40.25i $467,013,000 SEC
2014   Q2 12,273,978 2.81 Reduce 16.70% 0.60 $39.53–43.19 · VW $41.42i $497,464,000 SEC
2014   Q1 14,734,795 3.58 Reduce 13.82% 0.55 $37.38–42.35 · VW $40.58i $602,800,000 SEC
2013   Q4 17,097,751 3.95 Reduce 0.81% 0.03 $33.22–39.37 · VW $37.23i $654,160,000 SEC
2013   Q3 17,238,143 3.82 Add 22.18% 0.69 $31.82–35.42 · VW $34.18i $571,789,000 SEC
2013   Q2 14,109,021 2.99 Add 13.42% 0.35 $29.86–34.75 · VW $32.16i $433,429,000 SEC
2013   Q1 12,439,798 2.88 Reduce 5.80% 0.21 $31.16–36.43 · VW $33.79i $402,303,000 SEC
2012   Q4 13,205,559 3.68 Reduce 1.73% 0.06 $31.31–36.31 · VW $33.95i $440,009,000 SEC
2012   Q3 13,438,281 3.60 Add 20.48% 0.61 $29.52–33.29 · VW $31.66i $423,171,000 SEC
2012   Q2 11,154,144 3.94 Buy 3.94 $25.84–32.30 · VW $29.93i $331,278,000 SEC
2008   Q4 0 0.00 Sell 100.00% <0.01 $15.17–18.70 · VW $16.47i SEC
2008   Q3 54,577 <0.01 Reduce 86.04% 0.05 $15.00–22.37 · VW $17.82i $1,108,000 SEC
2008   Q2 391,079 0.05 Reduce 96.19% 1.13 $19.98–23.62 · VW $21.84i $8,213,000 SEC
2007   Q4 10,258,172 1.18 Reduce 39.71% 0.60 $18.18–23.31 · VW $20.10i $231,630,000 SEC
2007   Q3 17,014,699 1.51 Reduce 46.43% 1.10 $19.06–23.00 · VW $20.75i $368,368,000 SEC
2007   Q2 31,761,128 2.38 Add 285.62% 1.76 $18.72–20.98 · VW $19.99i $625,440,000 SEC
2007   Q1 8,236,466 0.95 Reduce 58.76% 0.86 $15.97–19.60 · VW $18.32i $161,105,000 SEC
2006   Q4 19,973,022 1.46 Add 75.00% 0.63 $16.00–19.34 · VW $17.26i $342,337,000 SEC
2006   Q3 11,413,192 0.95 Reduce 10.47% 0.11 $15.45–19.75 · VW $18.08i $202,470,000 SEC
2006   Q2 12,748,200 1.01 Reduce 28.34% 0.40 $13.07–15.95 · VW $14.89i $184,721,000 SEC
2006   Q1 17,789,725 1.40 Buy 1.40 $12.49–15.21 · VW $13.97i $243,541,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82