ADBE
Up more than its software peers
- ADBE +4.71% on the last session vs SPY −0.29%: +5.0 pts of stock-specific move.
- More than its group: its software peers +1.1% (+1.4 pts vs SPY).
- Aftermath, big gain (+4.7% today so far, past its big-gain line of +2.4%): After its 61 big gains in the past 5 years, ADBE was higher a day later 37 times out of 61; half the outcomes fell between -1.3% and +1.5%. History, not a forecast.
- 5 Reddit mentions in the past 24 hours, 65% positive over the week.
- 2 analyst actions in the past 10 days (0 positive, 2 negative); latest: HSBC downgraded to Hold, lowered target $310 → $267.
- 1 insider or congressional trade in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- 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 2.3× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 17, 2026 | Shantanu Narayen | CEO | Sell | unplanned | 125,000 | $250.76 | $31.3M | Sep 18 |
| Sep 15, 2026 | Steven Day | CFO | Tax | tax withholding | 862 | $257.76 | $222.2K | Sep 17 |
| Sep 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 1,528 | $257.76 | $393.9K | Sep 17 |
| Sep 15, 2026 | Adele Louise Pentland | General Counsel | Tax | tax withholding | 966 | $257.76 | $249K | Sep 17 |
| Aug 15, 2026 | Steven Day | CFO | Tax | tax withholding | 28 | $264.02 | $7.4K | Aug 17 |
| Jul 29, 2026 | Jillian Forusz | SVP | Sell | unplanned | 416 | $264.33 | $110K | Jul 31 |
| Jul 15, 2026 | Steven Day | CFO | Tax | tax withholding | 340 | $224.56 | $76.4K | Jul 17 |
| Jul 15, 2026 | Anil Chakravarthy | President | Tax | tax withholding | 1,498 | $224.56 | $336.4K | Jul 17 |
| Jul 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 276 | $224.56 | $62K | Jul 17 |
| Jul 15, 2026 | David Wadhwani | President | Tax | tax withholding | 1,498 | $224.56 | $336.4K | Jul 17 |
| Jul 15, 2026 | Gloria Chen | EVP | Tax | tax withholding | 1,607 | $224.56 | $360.9K | Jul 17 |
| Jul 15, 2026 | Adele Louise Pentland | General Counsel | Tax | tax withholding | 648 | $224.56 | $145.5K | Jul 17 |
| Jul 15, 2026 | Lara Balazs | EVP | Tax | tax withholding | 1,257 | $224.56 | $282.3K | Jul 17 |
| Jul 15, 2026 | Shantanu Narayen | CEO | Tax | tax withholding | 4,112 | $224.56 | $923.4K | Jul 17 |
| Jun 25, 2026 | David A Ricks | Director | Buy | open-market buy | 10,000 | $194.51 | $1.9M | Jun 26 |
| Jun 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 158 | $206.36 | $32.6K | Jun 16 |
| Jun 15, 2026 | Adele Louise Pentland | General Counsel | Tax | tax withholding | 3,676 | $206.36 | $758.6K | Jun 16 |
| Jun 15, 2026 | Steven Day | CFO | Tax | tax withholding | 270 | $206.36 | $55.7K | Jun 17 |
| Apr 30, 2026 | Jillian Forusz | SVP | Sell | unplanned | 755 | $246.25 | $185.9K | May 1 |
| Apr 28, 2026 | Shantanu Narayen | CEO | Sell | unplanned | 75,000 | $243.54 | $18.3M | Apr 30 |
| Apr 20, 2026 | Daniel Durn | CFO | Sell | unplanned | 1,336 | $248.02 | $331.4K | Apr 22 |
| Apr 15, 2026 | Lara Balazs | EVP | Tax | tax withholding | 1,257 | $244.66 | $307.5K | Apr 17 |
| Apr 15, 2026 | Anil Chakravarthy | President | Tax | tax withholding | 1,496 | $244.66 | $366K | Apr 17 |
| Apr 15, 2026 | Gloria Chen | EVP | Tax | tax withholding | 1,606 | $244.66 | $392.9K | Apr 17 |
| Apr 15, 2026 | Daniel Durn | CFO | Tax | tax withholding | 2,384 | $244.66 | $583.3K | Apr 17 |
| Apr 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 236 | $244.66 | $57.7K | Apr 17 |
| Apr 15, 2026 | Shantanu Narayen | CEO | Tax | tax withholding | 4,113 | $244.66 | $1M | Apr 17 |
| Apr 15, 2026 | Adele Louise Pentland | General Counsel | Tax | tax withholding | 444 | $244.66 | $108.6K | Apr 17 |
| Apr 15, 2026 | David Wadhwani | President | Tax | tax withholding | 1,496 | $244.66 | $366K | Apr 17 |
| Mar 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 158 | $249.32 | $39.4K | Mar 16 |
| Jan 27, 2026 | Daniel Durn | CFO | Sell | unplanned | 1,646 | $294.85 | $485.3K | Jan 27 |
| Jan 24, 2026 | Daniel Durn | CFO | Tax | tax withholding | 8,196 | $301.07 | $2.5M | Jan 27 |
| Jan 24, 2026 | Anil Chakravarthy | President | Tax | tax withholding | 12,002 | $301.07 | $3.6M | Jan 27 |
| Jan 24, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 217 | $301.07 | $65.3K | Jan 27 |
| Jan 24, 2026 | Shantanu Narayen | CEO | Tax | tax withholding | 34,483 | $301.07 | $10.4M | Jan 27 |
| Jan 24, 2026 | David Wadhwani | President | Tax | tax withholding | 11,791 | $301.07 | $3.5M | Jan 27 |
| Jan 24, 2026 | Gloria Chen | EVP | Tax | tax withholding | 5,079 | $301.07 | $1.5M | Jan 27 |
| Jan 15, 2026 | Lara Balazs | EVP | Tax | tax withholding | 1,976 | $304.09 | $600.9K | Jan 16 |
| Jan 15, 2026 | David Wadhwani | President | Tax | tax withholding | 683 | $304.09 | $207.7K | Jan 16 |
| Jan 15, 2026 | Jillian Forusz | SVP | Tax | tax withholding | 47 | $304.09 | $14.3K | Jan 16 |
| Jan 15, 2026 | Shantanu Narayen | CEO | Tax | tax withholding | 2,715 | $304.09 | $825.6K | Jan 16 |
| Jan 15, 2026 | Daniel Durn | CFO | Tax | tax withholding | 1,509 | $304.09 | $458.9K | Jan 16 |
| Jan 15, 2026 | Anil Chakravarthy | President | Tax | tax withholding | 968 | $304.09 | $294.4K | Jan 16 |
| Jan 15, 2026 | Gloria Chen | EVP | Tax | tax withholding | 701 | $304.09 | $213.2K | Jan 16 |
| Dec 15, 2025 | Jillian Forusz | SVP | Tax | tax withholding | 228 | $351.15 | $80.1K | Dec 16 |
| Oct 31, 2025 | Jillian Forusz | SVP | Sell | unplanned | 149 | $337.88 | $50.3K | Nov 4 |
| Oct 24, 2025 | Anil Chakravarthy | President | Tax | tax withholding | 300 | $353.52 | $106.1K | Oct 27 |
| Oct 24, 2025 | Gloria Chen | EVP | Tax | tax withholding | 210 | $353.52 | $74.2K | Oct 27 |
| Oct 24, 2025 | David Wadhwani | President | Tax | tax withholding | 300 | $353.52 | $106.1K | Oct 27 |
| Oct 24, 2025 | Shantanu Narayen | CEO | Tax | tax withholding | 621 | $353.52 | $219.5K | Oct 27 |
| Oct 24, 2025 | Jillian Forusz | SVP | Tax | tax withholding | 14 | $353.52 | $4.9K | Oct 27 |
| Oct 24, 2025 | Daniel Durn | CFO | Tax | tax withholding | 317 | $353.52 | $112.1K | Oct 27 |
| Oct 15, 2025 | Gloria Chen | EVP | Tax | tax withholding | 958 | $330.63 | $316.7K | Oct 16 |
| Oct 15, 2025 | Shantanu Narayen | CEO | Tax | tax withholding | 2,696 | $330.63 | $891.4K | Oct 16 |
| Oct 15, 2025 | David Wadhwani | President | Tax | tax withholding | 936 | $330.63 | $309.5K | Oct 16 |
| Oct 15, 2025 | Jillian Forusz | SVP | Tax | tax withholding | 55 | $330.63 | $18.2K | Oct 16 |
| Oct 15, 2025 | Daniel Durn | CFO | Tax | tax withholding | 1,481 | $330.63 | $489.7K | Oct 16 |
| Oct 15, 2025 | Anil Chakravarthy | President | Tax | tax withholding | 936 | $330.63 | $309.5K | Oct 16 |
| Sep 15, 2025 | Jillian Forusz | SVP | Tax | tax withholding | 227 | $347.10 | $78.8K | Sep 17 |
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 14, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 1 |
| Jul 24, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 4 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| May 15, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Feb 13, 2026 | John Boozman | Senate | Sell | $1K–$15K | Mar 6 |
| Feb 4, 2026 | Markwayne Mullin | Senate | Buy | $15K–$50K | Mar 2 |
| Jan 5, 2026 | Markwayne Mullin | Senate | Buy | $15K–$50K | Feb 4 |
| Nov 3, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Oct 30, 2025 | Julie Johnson | House | Sell | $1K–$15K | Aug 5 |
| Oct 30, 2025 | Julie Johnson | House | Buy | $1K–$15K | Aug 5 |
| Oct 16, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Oct 15, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 20 |
| Sep 24, 2025 | Markwayne Mullin | Senate | Sell | $15K–$50K | Oct 1 |
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) | 88,751 | $18.2M | 0.07% | +6665% | Q2 2026 |
| Soros Fund Management (George Soros) | 23,419 | $4.8M | 0.08% | new | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q1 2026 | 874,150 | $305.9M | May 15 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q1 2026 | 1,273,743 | $309.6M | 0.0% | May 15 |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q4 2025 | 263,529 | $92.2M | 0.8% | Feb 17 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 533,198 | $188.1M | 1.7% | 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