ACN
Analyst target raises behind the outperformance
- ACN +5.02% on the last session vs SPY −0.25%: +5.3 pts of stock-specific move.
- Aftermath, rsi overbought (RSI 72 today so far, above 70): After its 14 overbought readings in the past 5 years, ACN was higher a day later 5 times out of 14; half the outcomes fell between -1.1% and +0.2%. History, not a forecast.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Mizuho maintained Outperform, raised target $226 → $241.
- 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 1.8× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Katherine Lee Clifford | Chief Leadership & HR Of | Sell | unplanned | 68 | $175.97 | $12K | Aug 17 |
| Jul 30, 2026 | Joel Unruch | General Counsel | Sell | 10b5-1 plan | 10,498 | $162.98 | $1.7M | Jul 31 |
| Apr 30, 2026 | Atsushi Egawa | CEO | Sell | 10b5-1 plan | 4,872 | $177.14 | $863K | Apr 30 |
| Feb 13, 2026 | Melissa A Burgum | CAO | Tax | tax withholding | 1 | $224.11 | $224 | Feb 17 |
| Feb 13, 2026 | Martin Brudermueller | Director | Tax | tax withholding | 3 | $224.11 | $672 | Feb 17 |
| Feb 13, 2026 | Tracey Thomas Travis | Director | Tax | tax withholding | 3 | $224.11 | $672 | Feb 17 |
| Feb 13, 2026 | Venkata S M Renduchintala | Director | Tax | tax withholding | 2 | $224.11 | $448 | Feb 17 |
| Feb 13, 2026 | Angie Y Park | CFO | Tax | tax withholding | 7 | $224.11 | $1.6K | Feb 17 |
| Feb 13, 2026 | Paula A Price | Director | Tax | tax withholding | 3 | $224.11 | $672 | Feb 17 |
| Feb 13, 2026 | Arun Sarin | Director | Tax | tax withholding | 2 | $224.11 | $448 | Feb 17 |
| Feb 13, 2026 | Julie Spellman Sweet | CEO | Tax | tax withholding | 80 | $224.11 | $17.9K | Feb 17 |
| Feb 13, 2026 | Nancy McKinstry | Director | Tax | tax withholding | 4 | $224.11 | $896 | Feb 17 |
| Feb 13, 2026 | Masahiko Uotani | Director | Tax | tax withholding | 3 | $224.11 | $672 | Feb 17 |
| Feb 13, 2026 | Alan C. Jope | Director | Tax | tax withholding | 3 | $224.11 | $672 | Feb 17 |
| Feb 13, 2026 | Manish Sharma | Chief Strategy & Service | Tax | tax withholding | 18 | $224.11 | $4K | Feb 17 |
| Feb 13, 2026 | Jennifer Nason | Director | Tax | tax withholding | 2 | $224.11 | $448 | Feb 17 |
| Feb 13, 2026 | Mauro Macchi | CEO | Tax | tax withholding | 15 | $224.11 | $3.4K | Feb 17 |
| Feb 13, 2026 | John F Walsh | CEO | Tax | tax withholding | 20 | $224.11 | $4.5K | Feb 17 |
| Feb 10, 2026 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 6,057 | $241.23 | $1.5M | Feb 10 |
| Feb 6, 2026 | Paula A Price | Director | Tax | tax withholding | 295 | $236.54 | $69.8K | Feb 10 |
| Feb 6, 2026 | Alan C. Jope | Director | Tax | tax withholding | 287 | $236.54 | $67.9K | Feb 10 |
| Feb 6, 2026 | Venkata S M Renduchintala | Director | Tax | tax withholding | 224 | $236.54 | $53K | Feb 10 |
| Feb 6, 2026 | Nancy McKinstry | Director | Tax | tax withholding | 398 | $236.54 | $94.1K | Feb 10 |
| Feb 6, 2026 | Martin Brudermueller | Director | Tax | tax withholding | 379 | $236.54 | $89.7K | Feb 10 |
| Feb 6, 2026 | Jennifer Nason | Director | Tax | tax withholding | 224 | $236.54 | $53K | Feb 10 |
| Feb 6, 2026 | Tracey Thomas Travis | Director | Tax | tax withholding | 313 | $236.54 | $74K | Feb 10 |
| Feb 6, 2026 | Arun Sarin | Director | Tax | tax withholding | 225 | $236.54 | $53.2K | Feb 10 |
| Feb 6, 2026 | Masahiko Uotani | Director | Tax | tax withholding | 300 | $236.54 | $71K | Feb 10 |
| Feb 4, 2026 | John F Walsh | CEO | Sell | 10b5-1 plan | 14 | $242.04 | $3.4K | Feb 5 |
| Feb 3, 2026 | Manish Sharma | Chief Strategy & Service | Sell | 10b5-1 plan | 98 | $250.36 | $24.5K | Feb 4 |
| Feb 3, 2026 | Melissa A Burgum | CAO | Sell | 10b5-1 plan | 15 | $250.43 | $3.8K | Feb 4 |
| Feb 3, 2026 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 5,500 | $242.39 | $1.3M | Feb 4 |
| Feb 1, 2026 | Mauro Macchi | CEO | Tax | tax withholding | 1,755 | $262.22 | $460.2K | Feb 3 |
| Feb 1, 2026 | John F Walsh | CEO | Tax | tax withholding | 2,235 | $262.22 | $586.1K | Feb 3 |
| Feb 1, 2026 | Angie Y Park | CFO | Tax | tax withholding | 602 | $262.22 | $157.9K | Feb 3 |
| Feb 1, 2026 | Melissa A Burgum | CAO | Tax | tax withholding | 131 | $262.22 | $34.4K | Feb 3 |
| Feb 1, 2026 | Julie Spellman Sweet | CEO | Tax | tax withholding | 10,696 | $262.22 | $2.8M | Feb 3 |
| Feb 1, 2026 | Manish Sharma | Chief Strategy & Service | Tax | tax withholding | 1,928 | $262.22 | $505.6K | Feb 3 |
| Jan 27, 2026 | John F Walsh | CEO | Sell | 10b5-1 plan | 3,986 | $276.38 | $1.1M | Jan 27 |
| Jan 26, 2026 | Melissa A Burgum | CAO | Sell | 10b5-1 plan | 3,588 | $281.01 | $1M | Jan 27 |
| Jan 26, 2026 | Catherine Kiernan Hogan | COO | Sell | 10b5-1 plan | 660 | $280.93 | $185.4K | Jan 27 |
| Jan 26, 2026 | Katherine Lee Clifford | Chief Leadership & HR Of | Sell | 10b5-1 plan | 787 | $280.79 | $221K | Jan 27 |
| Jan 23, 2026 | Joel Unruch | General Counsel | Sell | 10b5-1 plan | 1,026 | $281.70 | $289K | Jan 26 |
| Jan 20, 2026 | Katherine Lee Clifford | Chief Leadership & HR Of | Sell | 10b5-1 plan | 681 | $280.63 | $191.1K | Jan 21 |
| Jan 14, 2026 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 1,694 | $288.30 | $488.4K | Jan 15 |
| Jan 14, 2026 | Manish Sharma | Chief Strategy & Service | Sell | 10b5-1 plan | 2,731 | $288.13 | $786.9K | Jan 15 |
| Jan 14, 2026 | Mauro Macchi | CEO | Sell | 10b5-1 plan | 500 | $280.00 | $140K | Jan 15 |
| Jan 7, 2026 | Mauro Macchi | CEO | Sell | 10b5-1 plan | 500 | $280.00 | $140K | Jan 7 |
| Jan 6, 2026 | Joel Unruch | General Counsel | Sell | 10b5-1 plan | 1,332 | $275.00 | $366.3K | Jan 6 |
| Jan 5, 2026 | Catherine Kiernan Hogan | COO | Tax | tax withholding | 224 | $263.11 | $58.9K | Jan 6 |
| Jan 5, 2026 | Julie Spellman Sweet | CEO | Tax | tax withholding | 803 | $263.11 | $211.3K | Jan 6 |
| Jan 5, 2026 | Melissa A Burgum | CAO | Tax | tax withholding | 157 | $263.11 | $41.3K | Jan 6 |
| Jan 5, 2026 | Katherine Lee Clifford | Chief Leadership & HR Of | Tax | tax withholding | 84 | $263.11 | $22.1K | Jan 6 |
| Jan 5, 2026 | Joel Unruch | General Counsel | Tax | tax withholding | 375 | $263.11 | $98.7K | Jan 6 |
| Jan 5, 2026 | Angie Y Park | CFO | Tax | tax withholding | 140 | $263.11 | $36.8K | Jan 6 |
| Jan 5, 2026 | Manish Sharma | Chief Strategy & Service | Tax | tax withholding | 256 | $263.11 | $67.4K | Jan 6 |
| Jan 5, 2026 | John F Walsh | CEO | Tax | tax withholding | 420 | $263.11 | $110.5K | Jan 6 |
| Jan 1, 2026 | Katherine Lee Clifford | Chief Leadership & HR Of | Tax | tax withholding | 432 | $269.62 | $116.5K | Jan 5 |
| Jan 1, 2026 | Melissa A Burgum | CAO | Tax | tax withholding | 836 | $269.62 | $225.4K | Jan 5 |
| Jan 1, 2026 | Catherine Kiernan Hogan | COO | Tax | tax withholding | 571 | $269.62 | $154K | Jan 5 |
| Jan 1, 2026 | Joel Unruch | General Counsel | Tax | tax withholding | 990 | $269.62 | $266.9K | Jan 5 |
| Jan 1, 2026 | Angie Y Park | CFO | Tax | tax withholding | 551 | $269.62 | $148.6K | Jan 5 |
| Nov 14, 2025 | Mauro Macchi | CEO | Tax | tax withholding | 12 | $246.62 | $3K | Nov 18 |
| Nov 14, 2025 | Julie Spellman Sweet | CEO | Tax | tax withholding | 148 | $246.62 | $36.5K | Nov 18 |
| Nov 14, 2025 | John F Walsh | CEO | Tax | tax withholding | 41 | $246.62 | $10.1K | Nov 18 |
| Nov 14, 2025 | Joel Unruch | General Counsel | Tax | tax withholding | 30 | $246.62 | $7.4K | Nov 18 |
| Nov 14, 2025 | Catherine Kiernan Hogan | COO | Tax | tax withholding | 8 | $246.62 | $2K | Nov 18 |
| Nov 14, 2025 | Angie Y Park | CFO | Tax | tax withholding | 3 | $246.62 | $740 | Nov 18 |
| Nov 14, 2025 | Manish Sharma | Chief Strategy & Service | Tax | tax withholding | 37 | $246.62 | $9.1K | Nov 18 |
| Nov 14, 2025 | Melissa A Burgum | CAO | Tax | tax withholding | 4 | $246.62 | $986 | Nov 18 |
| Nov 5, 2025 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 5,917 | $246.62 | $1.5M | Nov 6 |
| Oct 29, 2025 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 9,000 | $253.40 | $2.3M | Oct 30 |
| Oct 22, 2025 | Manish Sharma | Chief Strategy & Service | Sell | 10b5-1 plan | 6,902 | $250.01 | $1.7M | Oct 23 |
| Oct 22, 2025 | Julie Spellman Sweet | CEO | Sell | 10b5-1 plan | 9,000 | $249.57 | $2.2M | Oct 23 |
| Oct 22, 2025 | Ryoji Sekido | CEO | Sell | 10b5-1 plan | 2,500 | $249.47 | $623.7K | Oct 23 |
| Oct 20, 2025 | John F Walsh | CEO | Tax | tax withholding | 6,033 | $241.96 | $1.5M | Oct 22 |
| Oct 20, 2025 | Manish Sharma | Chief Strategy & Service | Tax | tax withholding | 5,468 | $241.96 | $1.3M | Oct 22 |
| Oct 20, 2025 | Melissa A Burgum | CAO | Tax | tax withholding | 412 | $241.96 | $99.7K | Oct 22 |
| Oct 20, 2025 | Joel Unruch | General Counsel | Tax | tax withholding | 4,443 | $241.96 | $1.1M | Oct 22 |
| Oct 20, 2025 | Julie Spellman Sweet | CEO | Tax | tax withholding | 22,345 | $241.96 | $5.4M | Oct 22 |
| Oct 20, 2025 | Angie Y Park | CFO | Tax | tax withholding | 275 | $241.96 | $66.5K | Oct 22 |
| Oct 20, 2025 | Mauro Macchi | CEO | Tax | tax withholding | 1,745 | $241.96 | $422.2K | Oct 22 |
| Oct 20, 2025 | Catherine Kiernan Hogan | COO | Tax | tax withholding | 884 | $241.96 | $213.9K | Oct 22 |
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 |
|---|---|---|---|---|---|
| Aug 26, 2026 | Scott Scott Franklin | House | Buy | $1K–$15K | Sep 17 |
| Aug 26, 2026 | Scott Scott Franklin | House | Buy | $1K–$15K | Sep 17 |
| Aug 11, 2026 | Kelly Louise Morrison | House | Sell | $15K–$50K | Aug 25 |
| Aug 11, 2026 | Kelly Louise Morrison | House | Sell | $1K–$15K | Aug 25 |
| Aug 11, 2026 | Kelly Louise Morrison | House | Sell | $1K–$15K | Aug 25 |
| Jul 17, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 4 |
| Jul 10, 2026 | Dan Newhouse | House | Buy | $1K–$15K | Jul 17 |
| Jun 16, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jul 2 |
| May 15, 2026 | John Boozman | Senate | Sell | $1K–$15K | Jun 16 |
| May 12, 2026 | Julie Johnson | House | Sell | $1K–$15K | Jun 12 |
| May 8, 2026 | Richard W. Allen | House | Sell | $15K–$50K | Jun 16 |
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Apr 30 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Apr 30 |
| Mar 23, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Apr 30 |
| Mar 16, 2026 | Kevin Hern | House | Sell | $250K–$500K | Apr 3 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Oct 27, 2025 | Kevin Hern | House | Sell | $100K–$250K | Nov 16 |
| Sep 26, 2025 | Kevin Hern | House | Sell | $15K–$50K | Oct 16 |
| Sep 24, 2025 | Markwayne Mullin | Senate | Sell | $15K–$50K | Oct 1 |
| Sep 12, 2025 | Richard W. Allen | House | Sell | $1K–$15K | Oct 7 |
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
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Sold out | 13F, Q2 2026 | 134,640 | $26.7M | Aug 14 | |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q4 2025 | 25,000 | $6.7M | 0.6% | Feb 13 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Added | 13F, Q3 2025 | 25,000 | $6.2M | 0.6% | Nov 14 |
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