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POLEN CAPITAL MANAGEMENT LLC: ORCL position timeline

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

POLEN CAPITAL MANAGEMENT LLC held 3,574,259 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,574,259 shares
    Change vs previous 13F -1,449,998 shares

    4.51% of the 13F portfolio, value $523,807,723.

    13F-HR 0001172661-26-003035 filed by POLEN 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 5,024,257 shares
    Change vs previous 13F -2,161,239 shares

    5.11% of the 13F portfolio, value $739,118,451.

    13F-HR 0001172661-26-001911 filed by POLEN 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 7,185,496 shares
    Change vs previous 13F -2,103,142 shares

    5.98% of the 13F portfolio, value $1,400,525,092.

    13F-HR 0001172661-26-000654 filed by POLEN 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 9,288,638 shares
    Change vs previous 13F -2,694,566 shares

    8.48% of the 13F portfolio, value $2,612,336,546.

    13F-HR 0001172661-25-004691 filed by POLEN 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 11,983,204 shares
    Change vs previous 13F -625,897 shares

    8.04% of the 13F portfolio, value $2,619,887,945.

    13F-HR 0001172661-25-003133 filed by POLEN 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 12,609,101 shares
    Change vs previous 13F +1,885,370 shares

    5.54% of the 13F portfolio, value $1,762,878,461.

    13F-HR 0001172661-25-001713 filed by POLEN 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 10,723,731 shares
    Change vs previous 13F +1,955,764 shares

    4.83% of the 13F portfolio, value $1,787,002,544.

    13F-HR 0001172661-25-000623 filed by POLEN 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 8,767,967 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $1,494,061,519.

    13F-HR/A 0001172661-25-000622 filed by POLEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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