Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership43,156 shares
Latest Disclosed Value $ 6,348,601
Principal Securities, Inc. reports 2.15% decrease in ownership of ORCL / Oracle Corporation

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 43,156 shares of Oracle Corporation (CH:ORCL) valued at $6,348,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 44,102 shares of Oracle Corporation. This represents a change in shares of -2.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ORACLE COM 68389X105 43,156 -946 -2.15 6,349 -26.14 0.0931
2026-02-12 2025-12-31 13F ORACLE COM 68389X105 44,102 -5,497 -11.08 8,596 -38.38 0.1326
2025-11-12 2025-09-30 13F ORACLE COM 68389X105 49,599 -11,306 -18.56 13,949 4.76 0.2297
2025-08-11 2025-06-30 13F ORACLE COM 68389X105 60,905 21,064 52.87 13,316 100.56 0.2502
2025-04-30 2025-03-31 13F ORACLE COM 68389X105 39,841 0 0.00 6,639 0.00 0.1486
2025-01-30 2024-12-31 13F ORACLE COM 68389X105 39,841 4,322 12.17 6,639 9.70 0.1495
2024-10-28 2024-09-30 13F ORACLE COM 68389X105 35,519 7,811 28.19 6,052 54.70 0.1464
2024-07-31 2024-06-30 13F ORACLE COM 68389X105 27,708 5,139 22.77 3,912 38.04 0.1078
2024-05-10 2024-03-31 13F ORACLE COM 68389X105 22,569 3,609 19.03 2,835 41.84 0.0883
2024-05-10 2023-12-31 13F/A-1 ORACLE COM 68389X105 18,960 18,960 1,999 0.0745
2024-02-07 2023-12-31 13F ORACLE COM 68389X105 18,960 18,960 1,999 0.0745
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.