The divergence between small accumulators and large sellers warrants monitoring of upcoming 10-Q for cloud revenue growth and capex trends. Parnassus' near-exit is the strongest signal in the cluster; watch for further institutional distribution in Q4 13F filings.
Executive Summary
Institutional activity in ORCL during Q3 2026 was mixed: 3 small asset managers added $24M in positions, while 4 larger sellers reduced holdings by $392M, led by Parnassus Investments (near-exit of $244M) and Assenagon Asset Management (trim of $134M). The net selling pressure of $368M suggests institutional caution ahead of Oracle's cloud growth trajectory and competitive dynamics.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$368.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vontobel Holding | ADD | +52.2% | $74.2M | $22.1M |
| Cardano Risk Management B.v. | ADD | +38.4% | $97.0K | $22.0K |
| Prime Capital Investment Advisors | ADD | +31.2% | $9.8M | $1.8M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Congress Asset Management | TRIM | -62.3% | $828.0K | -$535.0K |
| Assenagon Asset Management | TRIM | -49.9% | $251.9M | -$133.7M |
| Abn Amro Investment Solutions | TRIM | -36.1% | $35.0M | -$14.0M |
| Parnassus Investments | NEAR_EXIT | -78.8% | $304.1M | -$243.9M |
Key Facts
- 3 buyers added $24.0M in aggregate; 4 sellers reduced by $392.1M
- Net institutional outflow of ~$368M during Q3 2026
- Parnassus Investments nearly exited a $304M position, trimming 78.8% of shares
- Assenagon Asset Management cut 49.9% of its $252M position, removing $134M
- Largest buyer Vontobel Holding added $22.1M (+52.2% shares)
Financial Impact
Net institutional selling of approximately $368M during Q3 2026, with total selling value of $392.1M versus buying of $24.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed since quarter-end
- Cluster dominated by asset managers rather than activist or event-driven funds, reducing signal conviction
- No insider buying corroboration to offset institutional selling
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ORCL-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Institutional Cluster | $126.16 | awaiting T+5 | — | — |
Oct 1, 2026 26d ago | Insider Cluster | $142.30 $141.40 | ▼ −0.63% | ▼ −1.79% | — |
Sep 25, 2026 4w ago | DEFA14A | $132.60 $142.48 | ▲ +7.45% | ▲ +6.25% | — |
Sep 25, 2026 4w ago | DEF 14A | $132.60 $142.48 | ▲ +7.45% | ▲ +6.25% | — |
Sep 23, 2026 4w ago | Insider Cluster | $139.54 $138.07 | ▼ −1.05% | ▼ −0.64% | — |
Sep 14, 2026 6w ago | 8-K | $144.79 $148.56 | ▲ +2.60% | ▲ +2.50% | — |
Aug 25, 2026 9w ago | GOVT-CONTRACT | $148.87 $145.75 | ▼ −2.10% | ▼ −1.98% | — |
Aug 11, 2026 11w ago | GOVT-CONTRACT | $153.28 $143.81 | ▼ −6.18% | ▼ −5.73% | — |
Jul 20, 2026 14w ago | ANALYST-UPGRADE | $121.38 $114.99 | ▲ +5.26% | ▲ +4.84% | — |
Jun 24, 2026 17w ago | 144 | $152.46 $142.50 | ▼ −6.53% | ▼ −8.09% | — |
US Market Status
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