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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

ORCL

ORACLE CORP

Services-Prepackaged Software · SIC 7372CIK 1341439Held by 26 tracked managersEDGAR filings ↗10-K/10-Q ↗

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24 of 24 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Sound Shore Management

Q2 2026Position history →

New+454,708—2.1%$0.07B

Q2 2026Position history →

New+4,050—0.02%$<0.01B

Pzena Investment Management

Q2 2026Position history →

New+2,076—<0.01%$<0.01B

Capital Research Global Investors

Q2 2026Position history →

Add+7,606,983+23.7%0.81%$5.82B

First Eagle Investment Management

Q2 2026Position history →

Add+81,700+1.0%2.1%$1.25B

Infrastructure Capital Advisors

Q2 2026Position history →

Add+796,519+1211.5%3.0%$0.04B

Soros Fund Management

Q2 2026Position history →

Add+169,035+29.7%0.43%$0.03B

Q2 2026Position history →

Add+3,807+12.9%0.02%$<0.01B

Chickasaw Capital Management

Q2 2026Position history →

Add+210+0.9%0.12%$<0.01B

Polen Capital Management

Q2 2026Position history →

Trim(1,449,998)(28.9%)4.5%$0.52B

Adage Capital Management

Q2 2026Position history →

Trim(72,467)(3.8%)0.38%$0.27B

Bridgewater Associates

Q2 2026Position history →

Trim(159,102)(10.0%)0.86%$0.21B

Capital World Investors

Q2 2026Position history →

Trim(348,738)(30.7%)0.01%$0.12B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Trim(89,646)(12.1%)0.13%$0.10B

Jensen Investment Management

Q2 2026Position history →

Trim(2,396)(2.0%)0.42%$0.02B

Cantillon Capital Management

Q2 2026Position history →

Trim(1,177,728)(91.8%)2.3%$0.02B

Q2 2026Position history →

Trim(5,491)(6.8%)0.05%$0.01B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(29,655)(31.2%)0.22%$0.01B

Ariel Investments

Q2 2026Position history →

Trim(2,637)(16.1%)0.02%$<0.01B

Q2 2026Position history →

Trim(17,075)(55.6%)0.02%$<0.01B

Hillman Capital Management

Q2 2026Position history →

Trim(4,613)(28.6%)1.2%$<0.01B

Gardner Russo & Quinn

Q2 2026Position history →

Trim(885)(24.6%)<0.01%$<0.01B

Holocene Advisors

Q2 2026Position history →

Exit(179,752)(100.0%)exited$0.03B

Ashford Capital Management

Q2 2026Position history →

Exit(12,440)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.