ORCL
Outperforming without a clear catalyst yet
- ORCL +0.46% on the last session vs SPY −0.29%: +0.8 pts of stock-specific move.
- Aftermath, mention spike (trendy) (Oct 9): After its 32 mention spikes in the past 5 years, ORCL was higher a day later 13 times out of 32; half the outcomes fell between -1.9% and +0.9%. History, not a forecast.
- 38 Reddit mentions in the past 24 hours, 72% positive over the week.
- 4 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan and 1 insider open-market buy.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.5× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 29, 2026 | Stephen H Rusckowski | Director | Buy | open-market buy | 25,000 | $139.35 | $3.5M | Oct 1 |
| Sep 22, 2026 | Michael D. Sicilia | CEO | Sell | 10b5-1 plan | 22,562 | $151.59 | $3.4M | Sep 23 |
| Sep 22, 2026 | Maria Smith | EVP | Sell | unplanned | 2,631 | $151.70 | $399.1K | Sep 23 |
| Sep 21, 2026 | Jeffrey Henley | Chair | Tax | tax withholding | 20,346 | $147.61 | $3M | Sep 23 |
| Sep 21, 2026 | Mark Hura | Pres. | Tax | tax withholding | 29,261 | $147.61 | $4.3M | Sep 23 |
| Sep 21, 2026 | Stuart Levey | General Counsel | Tax | tax withholding | 10,245 | $147.61 | $1.5M | Sep 23 |
| Sep 21, 2026 | Clayton M. Magouyrk | CEO | Tax | tax withholding | 51,102 | $147.61 | $7.5M | Sep 23 |
| Sep 21, 2026 | Michael D. Sicilia | CEO | Tax | tax withholding | 52,806 | $147.61 | $7.8M | Sep 23 |
| Sep 21, 2026 | Maria Smith | EVP | Tax | tax withholding | 9,105 | $147.61 | $1.3M | Sep 23 |
| Sep 16, 2026 | Michael D. Sicilia | CEO | Sell | 10b5-1 plan | 10,882 | $139.94 | $1.5M | Sep 17 |
| Sep 15, 2026 | Jeffrey Henley | Chair | Tax | tax withholding | 8,635 | $144.79 | $1.3M | Sep 17 |
| Sep 15, 2026 | Mark Hura | Pres. | Tax | tax withholding | 12,440 | $144.79 | $1.8M | Sep 17 |
| Sep 15, 2026 | Stuart Levey | General Counsel | Tax | tax withholding | 11,883 | $144.79 | $1.7M | Sep 17 |
| Sep 15, 2026 | Clayton M. Magouyrk | CEO | Tax | tax withholding | 24,182 | $144.79 | $3.5M | Sep 17 |
| Sep 15, 2026 | Michael D. Sicilia | CEO | Tax | tax withholding | 25,468 | $144.79 | $3.7M | Sep 17 |
| Sep 15, 2026 | Maria Smith | EVP | Tax | tax withholding | 6,874 | $144.79 | $995.3K | Sep 17 |
| Jun 24, 2026 | Jeffrey Henley | Chair | Sell | 10b5-1 plan | 400,000 | $159.16 | $63.7M | Jun 26 |
| May 31, 2026 | Awo Ablo | Director | Tax | tax withholding | 80 | $225.78 | $18.1K | Jun 2 |
| May 31, 2026 | Rona Alison Fairhead | Director | Tax | tax withholding | 58 | $225.78 | $13.1K | Jun 2 |
| Apr 16, 2026 | Stuart Levey | General Counsel | Sell | 10b5-1 plan | 15,000 | $176.19 | $2.6M | Apr 20 |
| Feb 9, 2026 | Clayton M. Magouyrk | CEO | Sell | unplanned | 10,000 | $155.23 | $1.6M | Feb 11 |
| Jan 15, 2026 | Douglas A Kehring | EVP | Sell | 10b5-1 plan | 35,000 | $194.89 | $6.8M | Jan 16 |
| Dec 24, 2025 | Mark Hura | Pres. | Sell | unplanned | 15,000 | $196.89 | $3M | Dec 29 |
| Dec 23, 2025 | Naomi O Seligman | Director | Sell | unplanned | 2,223 | $196.61 | $437.1K | Dec 23 |
| Dec 19, 2025 | Clayton M. Magouyrk | CEO | Sell | unplanned | 10,000 | $192.52 | $1.9M | Dec 23 |
| Dec 5, 2025 | Maria Smith | EVP | Tax | tax withholding | 5,740 | $214.33 | $1.2M | Dec 9 |
| Oct 28, 2025 | Jeffrey Berg | Director | Sell | unplanned | 49,365 | $283.02 | $14M | Oct 30 |
| Oct 23, 2025 | Maria Smith | EVP | Sell | unplanned | 10,000 | $280.31 | $2.8M | Oct 23 |
| Oct 21, 2025 | Clayton M. Magouyrk | CEO | Sell | unplanned | 40,000 | $276.64 | $11.1M | Oct 23 |
| Oct 10, 2025 | Stuart Levey | General Counsel | Sell | 10b5-1 plan | 19,758 | $300.00 | $5.9M | Oct 14 |
| Sep 26, 2025 | Naomi O Seligman | Director | Sell | unplanned | 2,222 | $288.91 | $642K | Sep 30 |
| Sep 23, 2025 | Michael D. Sicilia | President | Sell | 10b5-1 plan | 33,845 | $321.16 | $10.9M | Sep 23 |
| Sep 22, 2025 | Clayton M. Magouyrk | President | Tax | tax withholding | 51,101 | $304.79 | $15.6M | Sep 23 |
| Sep 22, 2025 | Maria Smith | EVP | Tax | tax withholding | 9,087 | $300.42 | $2.7M | Sep 23 |
| Sep 22, 2025 | Jeffrey Henley | Chair | Tax | tax withholding | 20,355 | $305.18 | $6.2M | Sep 23 |
| Sep 22, 2025 | Michael D. Sicilia | President | Tax | tax withholding | 52,805 | $304.71 | $16.1M | Sep 23 |
| Sep 19, 2025 | Stuart Levey | General Counsel | Tax | tax withholding | 10,244 | $296.62 | $3M | Sep 23 |
| Sep 16, 2025 | Michael D. Sicilia | President | Sell | 10b5-1 plan | 16,323 | $313.60 | $5.1M | Sep 17 |
| Sep 15, 2025 | Clayton M. Magouyrk | President | Tax | tax withholding | 24,182 | $292.18 | $7.1M | Sep 16 |
| Sep 15, 2025 | Jeffrey Henley | Chair | Tax | tax withholding | 8,629 | $292.18 | $2.5M | Sep 17 |
| Sep 15, 2025 | Stuart Levey | General Counsel | Tax | tax withholding | 12,405 | $292.18 | $3.6M | Sep 17 |
| Sep 15, 2025 | Michael D. Sicilia | President | Tax | tax withholding | 25,468 | $292.18 | $7.4M | Sep 17 |
| Sep 15, 2025 | Maria Smith | EVP | Tax | tax withholding | 6,862 | $292.18 | $2M | Sep 17 |
| Sep 12, 2025 | Clayton M. Magouyrk | President | Sell | unplanned | 21,241 | $297.11 | $6.3M | Sep 16 |
| Sep 12, 2025 | William G Parrett | Director | Sell | unplanned | 11,500 | $306.00 | $3.5M | Sep 16 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| May 7, 2026 | Sheldon Whitehouse | Senate | Sell | $15K–$50K | Jun 2 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $15K–$50K | Apr 30 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Apr 30 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Apr 30 |
| Feb 24, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Jan 30, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Dec 19, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 7, 2025 | Thomas H Tuberville | Senate | Sell | $15K–$50K | Nov 15 |
| Oct 7, 2025 | Thomas H Tuberville | Senate | Sell | $15K–$50K | Aug 5 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 23, 2025 | Cleo Fields | House | Buy | $15K–$50K | Sep 30 |
| Sep 18, 2025 | Cleo Fields | House | Buy | $15K–$50K | Sep 30 |
| Sep 17, 2025 | Cleo Fields | House | Buy | $50K–$100K | Sep 30 |
| Sep 15, 2025 | Thomas H. Kean | House | Sell | $1K–$15K | Oct 14 |
| Sep 12, 2025 | Thomas H. Kean | House | Sell | $15K–$50K | Oct 14 |
| Sep 12, 2025 | John Boozman | Senate | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 1,432,967 | $210M | 0.86% | -10% | Q2 2026 |
| Soros Fund Management (George Soros) | 738,395 | $33.1M | 0.55% | +30% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q2 2026 | 169,035 | $7.6M | 0.5% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q1 2026 | 4,440,008 | $865.4M | May 15 | |
| May 15, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q1 2026 | 569,360 | $26.1M | 0.5% | May 15 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 1,467,202 | $286M | 1.3% | Feb 13 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | Added | 13F, Q3 2025 | 938,895 | $264.1M | 3.3% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 72,565 | $20.4M | 0.4% | Nov 13 |
| Nov 13, 2025 | Appaloosa (David Tepper) | Sold out | 13F, Q3 2025 | 150,000 | $32.8M | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves