John Rogers's ORCL Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 16,384 shares of Oracle Corporation (ORCL) worth $3.19 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in ORCL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 73,605 shares. Largest reduction occurred in Q3 2021, reducing 53,612 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Oracle Corporation (ORCL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oracle Corporation (ORCL) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -18 | Reduce 0.11% | 16,384 | $194.91 |
| Q3 2025 | -15,483 | Reduce 48.56% | 16,402 | $281.24 |
| Q2 2025 | -6,123 | Reduce 16.11% | 31,885 | $218.63 |
| Q1 2025 | -3,755 | Reduce 8.99% | 38,008 | $139.81 |
| Q4 2024 | -13,481 | Reduce 24.40% | 41,763 | $166.64 |
| Q3 2024 | -5,176 | Reduce 8.57% | 55,244 | $170.40 |
| Q2 2024 | -1,090 | Reduce 1.77% | 60,420 | $141.20 |
| Q4 2023 | +3,051 | Add 5.22% | 61,510 | $105.43 |
| Q3 2023 | -3,048 | Reduce 4.96% | 58,459 | $105.92 |
| Q2 2023 | -8,343 | Reduce 11.94% | 61,507 | $119.09 |
| Q4 2022 | -19,927 | Reduce 22.20% | 69,850 | $81.74 |
| Q3 2022 | -8,392 | Reduce 8.55% | 89,777 | $61.07 |
| Q2 2022 | -1,733 | Reduce 1.73% | 98,169 | $69.87 |
| Q1 2022 | -1,778 | Reduce 1.75% | 99,902 | $82.73 |
| Q4 2021 | +3,236 | Add 3.29% | 101,680 | $87.21 |
| Q3 2021 | -53,612 | Reduce 35.26% | 98,444 | $87.13 |
| Q2 2021 | -12,400 | Reduce 7.54% | 152,056 | $77.84 |
| Q1 2021 | +1,740 | Add 1.07% | 164,456 | $70.17 |
| Q3 2020 | +2,537 | Add 1.58% | 162,716 | $59.70 |
| Q2 2020 | -18,576 | Reduce 10.39% | 160,179 | $55.27 |
| Q1 2020 | -17,502 | Reduce 8.92% | 178,755 | $48.33 |
| Q4 2019 | +2,000 | Add 1.03% | 196,257 | $52.98 |
| Q3 2019 | -2,500 | Reduce 1.27% | 194,257 | $55.03 |
| Q1 2019 | -8,104 | Reduce 3.96% | 196,757 | $53.71 |
| Q4 2018 | -6,577 | Reduce 3.11% | 204,861 | $45.15 |
| Q3 2018 | -29 | Reduce 0.01% | 211,438 | $51.56 |
| Q2 2018 | -122 | Reduce 0.06% | 211,467 | $44.06 |
| Q1 2018 | -90 | Reduce 0.04% | 211,589 | $45.75 |
| Q4 2017 | +8,801 | Add 4.34% | 211,679 | $47.28 |
| Q3 2017 | +1,165 | Add 0.58% | 202,878 | $48.35 |
| Q2 2017 | -2,422 | Reduce 1.19% | 201,713 | $50.14 |
| Q1 2017 | -160 | Reduce 0.08% | 204,135 | $44.61 |
| Q1 2016 | -12,965 | Reduce 5.97% | 204,295 | $40.91 |
| Q4 2015 | -8,515 | Reduce 3.77% | 217,260 | $36.53 |
| Q3 2015 | +865 | Add 0.38% | 225,775 | $36.12 |
| Q2 2015 | -3,600 | Reduce 1.58% | 224,910 | $40.30 |
| Q4 2014 | -2,500 | Reduce 1.08% | 228,510 | $44.97 |
| Q3 2014 | +73,605 | Add 46.76% | 231,010 | $38.28 |
| Q2 2014 | +20,760 | Add 15.19% | 157,405 | $40.53 |
| Q1 2014 | +16,330 | Add 13.57% | 136,645 | $40.91 |
| Q4 2013 | +120,315 | New Buy | 120,315 | $38.26 |
John Rogers's Oracle Corporation Investment FAQs
John Rogers first purchased Oracle Corporation (ORCL) in Q4 2013, acquiring 120,315 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Oracle Corporation (ORCL) for 49 quarters since Q4 2013.
John Rogers's largest addition to Oracle Corporation (ORCL) was in Q4 2013, adding 120,315 shares worth $4.6 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 16,384 shares of Oracle Corporation (ORCL), valued at approximately $3.19 M.
As of the Q4 2025 filing, Oracle Corporation (ORCL) represents approximately 0.03% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Oracle Corporation (ORCL) was 231,010 shares, as reported at the end of Q3 2014.