Skip to content
Disclosery

Applied Finance Capital Management, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on ORCL, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 164,825 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,825 shares
    Change vs previous 13F +8,907 shares

    1.8% of the 13F portfolio, value $24,155,526.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 155,918 shares
    Change vs previous 13F +37,323 shares

    1.72% of the 13F portfolio, value $22,937,046.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,595 shares
    Change vs previous 13F -41,196 shares

    1.66% of the 13F portfolio, value $23,115,448.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 159,791 shares
    Change vs previous 13F -73,544 shares

    3.19% of the 13F portfolio, value $44,940,917.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 233,335 shares
    Change vs previous 13F +4,863 shares

    3.49% of the 13F portfolio, value $51,005,179.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 228,472 shares
    Change vs previous 13F -166,779 shares

    2.35% of the 13F portfolio, value $31,942,696.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 395,251 shares
    Change vs previous 13F +114,417 shares

    2.86% of the 13F portfolio, value $65,864,565.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 280,834 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $47,854,114.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).