Decision Timeline

ORCL, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 37
Buy / add: 11
Trim / exit: 26

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Sep 2, 2026
64d lag
ADD+106.5%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-7.4% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 24, 2026
55d lag
ADD+101.9%
First Eagle Investment Management · 2.1% of reported portfolio
Original SEC filing ↗
-2.4% vs SPY
28 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-28.6%
Hillman Capital Management · 1.6% of reported portfolio
Original SEC filing ↗
-2.8% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 12, 2026
43d lag
NEWNEW
Harry Burn · 2.1% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
36 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 4, 2026
35d lag
TRIM-28.9%
Polen Capital Management · 5.1% of reported portfolio
Original SEC filing ↗
-1.7% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
TRIM-91.8%
William Von Mueffling · 1.3% of reported portfolio
Original SEC filing ↗
+7.5% vs SPY
46 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
NEWNEW
Hillman Capital Management · 1.6% of reported portfolio
Original SEC filing ↗
-26.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
TRIM-30.1%
Polen Capital Management · 6.0% of reported portfolio
Original SEC filing ↗
-27.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
TRIM-21.4%
Wallace Weitz · 0.8% of reported portfolio
Original SEC filing ↗
-27.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 7, 2026
37d lag
ADD+49.1%
William Von Mueffling · 1.3% of reported portfolio
Original SEC filing ↗
-29.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+170.7%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
EXITEXIT
Sarah Ketterer · 0.6% of reported portfolio
Original SEC filing ↗
+17.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
TRIM-22.6%
Polen Capital Management · 8.5% of reported portfolio
Original SEC filing ↗
+12.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-21.7%
Bill Nygren · 0.4% of reported portfolio
Original SEC filing ↗
-32.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 13, 2025
44d lag
TRIM-40.0%
Sarah Ketterer · 1.0% of reported portfolio
Original SEC filing ↗
-32.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 13, 2025
44d lag
EXITEXIT
David Tepper · 0.5% of reported portfolio
Original SEC filing ↗
-32.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
TRIM-22.5%
Polen Capital Management · 8.0% of reported portfolio
Original SEC filing ↗
-27.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
TRIM-20.7%
First Eagle Investment Management · 4.9% of reported portfolio
Original SEC filing ↗
-27.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 10, 2025
41d lag
TRIM-58.8%
Wallace Weitz · 2.0% of reported portfolio
Original SEC filing ↗
-34.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-78.6%
David Tepper · 1.8% of reported portfolio
Original SEC filing ↗
-14.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
TRIM-43.6%
Sarah Ketterer · 1.4% of reported portfolio
Original SEC filing ↗
-9.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-50.0%
David Tepper · 3.6% of reported portfolio
Original SEC filing ↗
+46.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-25.6%
Bill Nygren · 0.3% of reported portfolio
Original SEC filing ↗
+46.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+650.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+46.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
ADD+69.2%
Sarah Ketterer · 1.4% of reported portfolio
Original SEC filing ↗
+44.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-80.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-7.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
TRIM-26.9%
Sarah Ketterer · 1.7% of reported portfolio
Original SEC filing ↗
-5.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 11, 2025
42d lag
EXITEXIT
Harry Burn · 2.4% of reported portfolio
Original SEC filing ↗
-3.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
ADD+22.3%
Polen Capital Management · 4.8% of reported portfolio
Original SEC filing ↗
-7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Feb 10, 2025
133d lag
NEWNEW
Polen Capital Management · 3.9% of reported portfolio
Original SEC filing ↗
-7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Jan 29, 2025
29d lag
TRIM-73.3%
Yacktman Asset Management · 1.1% of reported portfolio
Original SEC filing ↗
-9.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-21.3%
David Tepper · 4.6% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-25.9%
Bill Nygren · 0.5% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+33.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-20.2%
Sarah Ketterer · 1.9% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
TRIM-37.1%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 30, 2024
30d lag
TRIM-26.8%
Yacktman Asset Management · 1.2% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.