AMZN
Moving with the market
- AMZN −0.25% on the last session vs SPY +0.10%: −0.3 pts of stock-specific move.
- News: Cloud stocks fell 4.0% on AI worries; AMZN underperformed sector slightly.
- Aftermath, big gain (Oct 9): After its 59 big gains in the past 5 years, AMZN was higher a month later 37 times out of 59; half the outcomes fell between -3.4% and +7.3%. History, not a forecast.
- 30 Reddit mentions in the past 24 hours, 77% positive over the week.
- 4 analyst actions in the past 10 days (1 positive, 2 negative); latest: Cantor Fitzgerald maintained Overweight, lowered target $320 → $310.
- 1 insider or congressional trade in the past 30 days.
- 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.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $251.50 | $251.5K | Oct 5 |
| Sep 1, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $254.77 | $254.8K | Sep 3 |
| Aug 24, 2026 | David Zapolsky | President | Sell | 10b5-1 plan | 15,430 | $259.52 | $4M | Aug 25 |
| Aug 21, 2026 | Shelley Reynolds | President | Sell | 10b5-1 plan | 2,343 | $259.01 | $606.9K | Aug 25 |
| Aug 21, 2026 | Brian T Olsavsky | CFO | Sell | 10b5-1 plan | 6,172 | $260.31 | $1.6M | Aug 25 |
| Aug 21, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 6,362 | $259.01 | $1.6M | Aug 25 |
| Aug 21, 2026 | Matthew S Garman | CEO | Sell | 10b5-1 plan | 14,541 | $259.06 | $3.8M | Aug 25 |
| Aug 21, 2026 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 20,000 | $259.01 | $5.2M | Aug 25 |
| Aug 17, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 3,741 | $262.76 | $983K | Aug 19 |
| Aug 3, 2026 | Jeffrey P Bezos | Chair | Sell | 10b5-1 plan | 1,209,649 | $286.41 | $346.5M | Aug 5 |
| Aug 3, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $278.39 | $278.4K | Aug 5 |
| Jul 1, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $239.77 | $239.8K | Jul 2 |
| Jun 1, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $266.19 | $266.2K | Jun 3 |
| May 22, 2026 | David Zapolsky | President | Sell | 10b5-1 plan | 15,450 | $266.49 | $4.1M | May 26 |
| May 21, 2026 | Shelley Reynolds | President | Sell | 10b5-1 plan | 2,363 | $262.38 | $620K | May 26 |
| May 21, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 6,370 | $262.39 | $1.7M | May 26 |
| May 21, 2026 | Matthew S Garman | CEO | Sell | 10b5-1 plan | 15,467 | $263.40 | $4.1M | May 26 |
| May 21, 2026 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 20,000 | $263.42 | $5.3M | May 26 |
| May 15, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 3,742 | $262.59 | $982.6K | May 19 |
| May 15, 2026 | Matthew S Garman | CEO | Sell | 10b5-1 plan | 11,475 | $262.66 | $3M | May 19 |
| May 4, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 28,500 | $274.67 | $7.8M | May 5 |
| May 4, 2026 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 31,352 | $275.00 | $8.6M | May 6 |
| Apr 30, 2026 | Jonathan Rubinstein | Director | Sell | 10b5-1 plan | 3,706 | $273.02 | $1M | May 4 |
| Apr 24, 2026 | Jonathan Rubinstein | Director | Sell | 10b5-1 plan | 3,849 | $260.00 | $1M | Apr 28 |
| Apr 17, 2026 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 31,000 | $255.00 | $7.9M | Apr 21 |
| Apr 14, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 20,500 | $245.00 | $5M | Apr 16 |
| Apr 1, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $210.50 | $210.5K | Apr 3 |
| Mar 2, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $204.25 | $204.2K | Mar 4 |
| Feb 24, 2026 | David Zapolsky | President | Sell | 10b5-1 plan | 17,749 | $205.40 | $3.6M | Feb 24 |
| Feb 23, 2026 | Shelley Reynolds | President | Sell | 10b5-1 plan | 2,695 | $205.90 | $554.9K | Feb 24 |
| Feb 23, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 6,835 | $205.82 | $1.4M | Feb 24 |
| Feb 23, 2026 | Matthew S Garman | CEO | Sell | 10b5-1 plan | 17,751 | $205.22 | $3.6M | Feb 24 |
| Feb 23, 2026 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 19,872 | $205.18 | $4.1M | Feb 24 |
| Feb 17, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 4,784 | $198.37 | $949K | Feb 18 |
| Feb 12, 2026 | Keith Brian Alexander | Director | Sell | 10b5-1 plan | 900 | $203.88 | $183.5K | Feb 17 |
| Feb 11, 2026 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 1,000 | $208.00 | $208K | Feb 13 |
| Dec 1, 2025 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 2,500 | $233.22 | $583K | Dec 3 |
| Nov 24, 2025 | David Zapolsky | President | Sell | 10b5-1 plan | 20,670 | $220.58 | $4.6M | Nov 25 |
| Nov 21, 2025 | Shelley Reynolds | President | Sell | 10b5-1 plan | 2,695 | $216.41 | $583.2K | Nov 25 |
| Nov 21, 2025 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 6,835 | $216.40 | $1.5M | Nov 25 |
| Nov 21, 2025 | Matthew S Garman | CEO | Sell | 10b5-1 plan | 17,768 | $216.90 | $3.9M | Nov 25 |
| Nov 21, 2025 | Andrew R Jassy | CEO | Sell | 10b5-1 plan | 19,872 | $216.94 | $4.3M | Nov 25 |
| Nov 20, 2025 | Daniel P Huttenlocher | Director | Sell | 10b5-1 plan | 1,237 | $226.61 | $280.3K | Nov 24 |
| Nov 17, 2025 | Keith Brian Alexander | Director | Sell | 10b5-1 plan | 900 | $233.00 | $209.7K | Nov 18 |
| Nov 17, 2025 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 4,784 | $232.71 | $1.1M | Nov 18 |
| Nov 3, 2025 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 24,500 | $250.58 | $6.1M | Nov 4 |
| Oct 31, 2025 | Jonathan Rubinstein | Director | Sell | 10b5-1 plan | 8,173 | $250.03 | $2M | Nov 4 |
| Oct 1, 2025 | Douglas J Herrington | CEO | Sell | 10b5-1 plan | 2,500 | $217.10 | $542.8K | Oct 3 |
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 11, 2026 | Cory A Booker | Senate | Sell | $100K–$250K | Sep 9 |
| Jul 8, 2026 | Thomas H. Kean | House | Buy | $1K–$15K | Aug 18 |
| Jun 25, 2026 | Michael Rulli | House | Sell | $1K–$15K | Aug 7 |
| Jun 16, 2026 | Matthew Robert Van Epps | House | Sell | $1K–$15K | Jun 17 |
| Jun 5, 2026 | David J. Taylor | House | Sell | $1K–$15K | Jun 12 |
| Jun 1, 2026 | Daniel Crenshaw | House | Sell | $1K–$15K | Jul 16 |
| Apr 22, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 30, 2026 | John Fetterman | Senate | Buy | $1K–$15K | Apr 3 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 16, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Mar 16, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 16, 2026 | Mark Alford | House | Sell | $1K–$15K | Mar 31 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 9, 2026 | Jonathan Jackson | House | Sell | $1K–$15K | Apr 8 |
| Feb 26, 2026 | David J. Taylor | House | Buy | $1K–$15K | Mar 6 |
| Feb 11, 2026 | Jonathan Jackson | House | Sell | $1K–$15K | Mar 12 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Feb 9, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 20 |
| Feb 5, 2026 | Jonathan Jackson | House | Buy | $1K–$15K | Mar 12 |
| Jan 30, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Jan 29, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 2 |
| Jan 16, 2026 | Nancy Pelosi | House | Buy | $500K–$1M | Jan 23 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $100K–$250K | Jan 16 |
| Dec 24, 2025 | Nancy Pelosi | House | Sell | $1M–$5M | Jan 23 |
| 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 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $15K–$50K | Dec 15 |
| Nov 13, 2025 | John Boozman | Senate | Buy | $1K–$15K | Dec 8 |
| Nov 7, 2025 | Katie Britt | Senate | Sell | $1K–$15K | Jan 26 |
| Oct 24, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 28 |
| Oct 22, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 15, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 20 |
| Oct 14, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 9, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 20 |
| Oct 1, 2025 | Julia Letlow | House | Buy | $1K–$15K | Jan 13 |
| Sep 25, 2025 | Lisa McClain | House | Sell | $1K–$15K | Oct 22 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $15K–$50K | Oct 10 |
| Sep 17, 2025 | Cleo Fields | House | Buy | $15K–$50K | Sep 30 |
| Sep 11, 2025 | Lisa McClain | House | Buy | $1K–$15K | Oct 22 |
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 |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 11,834,799 | $2.8B | 5.8% | +49% | Q2 2026 |
| Pershing Square (Bill Ackman) | 11,451,981 | $2.4B | 17.4% | +19% | Q1 2026 |
| Tiger Global (Chase Coleman) | 9,683,558 | $2.3B | 9.6% | -3% | Q2 2026 |
| Appaloosa (David Tepper) | 5,000,000 | $1.2B | 16.0% | +16% | Q2 2026 |
| Baupost (Seth Klarman) | 3,743,854 | $892.3M | 16.5% | +20% | Q2 2026 |
| Viking Global (Andreas Halvorsen) | 3,700,862 | $882.1M | 2.5% | +210% | Q2 2026 |
| ValueAct (Mason Morfit) | 2,941,700 | $701.1M | 12.4% | +2% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 2,025,481 | $482.8M | 2.0% | -54% | Q2 2026 |
| Third Point (Dan Loeb) | 1,750,000 | $417.1M | 9.0% | -10% | Q2 2026 |
| ARK Invest (Cathie Wood) | 1,432,302 | $363.9M | ARKX 4.8% · ARKW 4.3% · ARKQ 3.7% · ARKF 3.7% · ARKK 2.4% | — | Oct 15 |
| Soros Fund Management (George Soros) | 1,182,529 | $281.8M | 4.7% | -39% | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 541,600 | $129.1M | 3.0% | +1083% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q2 2026 | 2,505,434 | $597.1M | 2.5% | Aug 14 |
| Aug 14, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q2 2026 | 3,904,033 | $930.5M | 5.8% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q2 2026 | 763,260 | $181.9M | 4.7% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 2,363,230 | $563.3M | 2.0% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q2 2026 | 495,800 | $118.2M | 3.0% | Aug 14 |
| Aug 13, 2026 | Baupost (Seth Klarman) | Added | 13F, Q2 2026 | 625,100 | $149M | 16.5% | Aug 13 |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q1 2026 | 1,931,388 | $402.3M | 0.7% | May 15 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 2,001,499 | $416.9M | 5.7% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 2,440,457 | $508.3M | 4.1% | May 15 |
| May 15, 2026 | Appaloosa (David Tepper) | Added | 13F, Q1 2026 | 2,140,609 | $445.8M | 15.2% | May 15 |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Trimmed | 13F, Q1 2026 | 692,140 | $144.2M | 0.3% | May 15 |
| May 14, 2026 | Baupost (Seth Klarman) | Added | 13F, Q1 2026 | 997,363 | $207.7M | 12.7% | May 14 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q4 2025 | 3,126,816 | $721.7M | 1.9% | Feb 17 |
| Feb 17, 2026 | Third Point (Dan Loeb) | Trimmed | 13F, Q4 2025 | 645,000 | $148.9M | 6.9% | Feb 17 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q4 2025 | 300,870 | $69.4M | 4.0% | Feb 17 |
| Feb 17, 2026 | Pershing Square (Bill Ackman) | Added | 13F, Q4 2025 | 3,784,508 | $873.5M | 14.3% | Feb 17 |
| Feb 17, 2026 | Berkshire Hathaway (Warren Buffett) | Trimmed | 13F, Q4 2025 | 7,724,000 | $1.8B | 0.2% | Feb 17 |
| Feb 13, 2026 | Baupost (Seth Klarman) | New stake | 13F, Q4 2025 | 2,121,391 | $489.7M | 9.3% | Feb 13 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 823,277 | $190M | 1.6% | Feb 13 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q3 2025 | 3,897,092 | $855M | Nov 14 | |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Added | 13F, Q3 2025 | 1,843,329 | $404.7M | 11.1% | Nov 14 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q3 2025 | 437,070 | $96M | 2.4% | 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