Historical position

Daniel Loeb’s Oracle (ORCL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2005Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares1.00MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Third Point LLC first reported Oracle in Q3 2005. Verified positive position history runs through Q3 2009. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2009
No change500.00K shares reported
Filing context

Quarter-end price $20.84 · Estimated holding basis $21.42

Q2 2009
New position+500.00K shares · 500.00K shares reported
Filing context

Quarter-end price $21.42 · Estimated holding basis $21.42

Q4 2005
Sold the entire position−1.00M shares · No shares reported at quarter-end
Portfolio importance

How important was Oracle in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.8%Q3 2009
Last reported rank#33of 46 reported positions
Peak portfolio weight1.2%Q2 2009
Best historical rank#26Q2 2009
At peak importanceQ2 2009
ORCL
1.2%
Largest holding
15.9%
Cross-investor discovery

Who else owns Oracle?

Also reported by 3 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
ORCL0.9% of reported portfolio
Joel GreenblattGotham Asset Management
ORCL0.0% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
ORCL0.0% of reported portfolio
Explore Oracle across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$147.612026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$20.84Q3 2009

Derived from validated reported value and shares where supported.

Estimated holding basis$21.42Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Oracle stock page →

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.