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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.05 SEC
2023   Q4 115,138 0.05 Reduce 82.62% 0.25 $105.43 $12,138,999 SEC
2023   Q3 662,618 0.30 Reduce 64.75% 0.62 $105.92 $70,184,499 SEC
2023   Q2 1,879,967 0.95 Reduce 7.82% 0.06 $119.09 $223,885,270 SEC
2023   Q1 2,039,515 0.82 Reduce 0.21% <0.01 $92.92 $189,511,734 SEC
2022   Q4 2,043,729 0.74 Reduce 1.36% <0.01 $81.74 $167,054,408 SEC
2022   Q3 2,071,981 0.63 Reduce 12.87% 0.10 $61.07 $126,536,000 SEC
2022   Q2 2,378,126 0.74 Reduce 2.37% 0.02 $69.87 $166,160,000 SEC
2022   Q1 2,435,895 0.76 Add 0.18% <0.01 $82.73 $201,522,000 SEC
2021   Q4 2,431,550 0.80 Reduce 17.49% 0.18 $87.21 $212,055,000 SEC
2021   Q3 2,946,834 1.02 Reduce 10.47% 0.10 $87.13 $256,758,000 SEC
2021   Q2 3,291,492 1.00 Add 3.11% 0.03 $77.84 $256,210,000 SEC
2021   Q1 3,192,235 0.91 Reduce 1.86% 0.02 $70.17 $223,999,000 SEC
2020   Q4 3,252,832 0.99 Add 17.75% 0.15 $64.69 $210,426,000 SEC
2020   Q3 2,762,420 1.03 Reduce 9.16% 0.10 $59.70 $164,916,000 SEC
2020   Q2 3,040,881 1.10 Reduce 20.54% 0.29 $55.27 $168,069,000 SEC
2020   Q1 3,827,132 1.40 Reduce 20.33% 0.24 $48.33 $184,965,000 SEC
2019   Q4 4,803,641 1.19 Reduce 16.46% 0.28 $52.98 $254,497,000 SEC
2019   Q3 5,750,304 1.72 Reduce 27.31% 0.65 $55.03 $316,439,000 SEC
2019   Q2 7,911,165 2.38 Reduce 8.11% 0.20 $56.97 $450,699,000 SEC
2019   Q1 8,609,269 2.52 Reduce 16.17% 0.44 $53.71 $462,404,000 SEC
2018   Q4 10,270,380 2.71 Reduce 9.62% 0.27 $45.15 $463,708,000 SEC
2018   Q3 11,363,826 2.85 Reduce 0.52% 0.01 $51.56 $585,919,000 SEC
2018   Q2 11,422,967 2.53 Add 2.19% 0.05 $44.06 $503,296,000 SEC
2018   Q1 11,178,377 2.60 Reduce 0.45% 0.01 $45.75 $511,411,000 SEC
2017   Q4 11,229,017 2.61 Add 13.00% 0.30 $47.28 $530,908,000 SEC
2017   Q3 9,937,040 2.54 Reduce 1.27% 0.04 $48.35 $480,456,000 SEC
2017   Q2 10,065,272 2.77 Add 0.21% <0.01 $50.14 $504,673,000 SEC
2017   Q1 10,043,940 2.53 Reduce 1.22% 0.03 $44.61 $448,060,000 SEC
2016   Q4 10,167,717 2.27 Add 10.30% 0.21 $38.45 $390,949,000 SEC
2016   Q3 9,218,507 2.24 Reduce 3.85% 0.09 $39.28 $362,103,000 SEC
2016   Q2 9,587,982 2.46 Reduce 7.91% 0.21 $40.93 $392,436,000 SEC
2016   Q1 10,412,043 2.62 Reduce 3.12% 0.08 $40.91 $425,957,000 SEC
2015   Q4 10,747,914 2.47 Reduce 3.08% 0.08 $36.53 $392,621,000 SEC
2015   Q3 11,089,893 2.60 Reduce 2.71% 0.07 $36.12 $400,567,000 SEC
2015   Q2 11,398,384 2.63 Reduce 3.38% 0.10 $40.30 $459,355,000 SEC
2015   Q1 11,797,564 2.88 Reduce 3.68% 0.11 $43.15 $509,065,000 SEC
2014   Q4 12,248,441 2.99 Add 0.40% 0.01 $44.97 $550,812,000 SEC
2014   Q3 12,199,933 2.59 Reduce 0.60% 0.02 $38.28 $467,013,000 SEC
2014   Q2 12,273,978 2.81 Reduce 16.70% 0.60 $40.53 $497,464,000 SEC
2014   Q1 14,734,795 3.58 Reduce 13.82% 0.55 $40.91 $602,800,000 SEC
2013   Q4 17,097,751 3.95 Reduce 0.81% 0.03 $38.26 $654,160,000 SEC
2013   Q3 17,238,143 3.82 Add 22.18% 0.69 $33.17 $571,789,000 SEC
2013   Q2 14,109,021 2.99 Add 13.42% 0.35 $30.72 $433,429,000 SEC
2013   Q1 12,439,798 2.88 Reduce 5.80% 0.21 $32.34 $402,303,000 SEC
2012   Q4 13,205,559 3.68 Reduce 1.73% 0.06 $33.32 $440,009,000 SEC
2012   Q3 13,438,281 3.60 Add 20.48% 0.61 $31.49 $423,171,000 SEC
2012   Q2 11,154,144 3.94 Buy 3.94 $29.70 $331,278,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.01 SEC
2008   Q3 54,577 0.01 Reduce 86.04% 0.04 $20.30 $1,108,000 SEC
2008   Q2 391,079 0.05 Reduce 96.19% 1.14 $21.00 $8,213,000 SEC
2007   Q4 10,258,172 1.18 Reduce 39.71% 0.60 $22.58 $231,630,000 SEC
2007   Q3 17,014,699 1.51 Reduce 46.43% 1.11 $21.65 $368,368,000 SEC
2007   Q2 31,761,128 2.38 Add 285.62% 1.76 $19.69 $625,440,000 SEC
2007   Q1 8,236,466 0.95 Reduce 58.76% 0.86 $19.56 $161,105,000 SEC
2006   Q4 19,973,022 1.46 Add 75.00% 0.63 $17.14 $342,337,000 SEC
2006   Q3 11,413,192 0.98 Reduce 10.47% 0.11 $17.74 $202,470,000 SEC
2006   Q2 12,748,200 1.05 Reduce 28.34% 0.41 $14.49 $184,721,000 SEC
2006   Q1 17,789,725 1.45 Buy 1.45 $13.69 $243,541,000 SEC