Scott Black's ORCL Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 5,054 shares of Oracle Corporation (ORCL) worth $1.42 M, representing 1.32% of the portfolio. First purchased in 2013-Q1, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Scott Black has maintained a long-term strategic position in ORCL, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2013, adding 41,012 shares. Largest reduction occurred in Q4 2022, reducing 228,125 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Oracle Corporation (ORCL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oracle Corporation (ORCL) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2013 | +308,603 | Add 0.00% | 308,602 | $32.33 |
| Q2 2013 | +41,012 | Add 13.29% | 349,614 | $30.71 |
| Q3 2013 | +16,145 | Add 4.62% | 365,759 | $33.17 |
| Q4 2013 | -15,123 | Reduce 4.13% | 350,636 | $38.26 |
| Q1 2014 | -6,724 | Reduce 1.92% | 343,912 | $40.91 |
| Q2 2014 | -97,953 | Reduce 28.48% | 245,959 | $40.53 |
| Q3 2014 | -1,010 | Reduce 0.41% | 244,949 | $38.28 |
| Q4 2014 | -244,949 | Sold Out | 244,949 | $38.28 |
| Q4 2022 | +16,825 | Add 0.00% | 16,824 | $81.73 |
| Q2 2023 | +11,818 | Add 0.00% | 11,817 | $119.07 |
| Q3 2023 | -178 | Reduce 1.51% | 11,639 | $105.94 |
| Q4 2023 | -22 | Reduce 0.19% | 11,617 | $105.45 |
| Q1 2024 | +1,454 | Add 12.52% | 13,071 | $125.62 |
| Q2 2024 | -185 | Reduce 1.42% | 12,886 | $141.24 |
| Q3 2024 | -3,155 | Reduce 24.48% | 9,731 | $170.38 |
| Q4 2024 | -1,590 | Reduce 16.34% | 8,141 | $166.69 |
| Q1 2025 | -251 | Reduce 3.08% | 7,890 | $139.80 |
| Q2 2025 | -610 | Reduce 7.73% | 7,280 | $218.68 |
| Q3 2025 | -2,226 | Reduce 30.58% | 5,054 | $281.16 |
Scott Black's Oracle Corporation Investment FAQs
Scott Black first purchased Oracle Corporation (ORCL) in Q1 2013, acquiring 308,602 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Oracle Corporation (ORCL) for 51 quarters since Q1 2013.
Scott Black's largest addition to Oracle Corporation (ORCL) was in Q1 2013, adding 308,602 shares worth $9.98 M.
According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 5,054 shares of Oracle Corporation (ORCL), valued at approximately $1.42 M.
As of the Q3 2025 filing, Oracle Corporation (ORCL) represents approximately 1.32% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Oracle Corporation (ORCL) was 365,759 shares, as reported at the end of Q3 2013.