DASH
Analyst target raises behind the outperformance
- DASH +2.81% on the last session vs SPY −0.25%: +3.1 pts of stock-specific move.
- Aftermath, crossed above 200-day avg ($189.18 today so far, above its 200-day average of $185.17): After its 7 crosses above the 200-day average in the past 5 years, DASH was higher a day later 2 times out of 7; half the outcomes fell between -6.3% and -0.4%. History, not a forecast.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Wells Fargo maintained Equal-Weight, raised target $225 → $230.
- 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
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 28, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 10 |
| Jun 9, 2026 | Tim Moore | House | Sell | $1K–$15K | Jul 9 |
| May 29, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 11, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 7, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 1, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 15, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 6, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 27, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Mar 27, 2026 | Alan Armstrong | Senate | Sell | $15K–$50K | Jul 21 |
| Mar 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 18, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Jan 28, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Jan 20, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Jan 6, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Dec 10, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
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) | 524,792 | $96.8M | 0.20% | -5% | Q2 2026 |
| ARK Invest (Cathie Wood) | 381,332 | $70.2M | ARKX 1.9% · ARKF 1.5% · ARKQ 1.5% · ARKW 0.9% | — | Oct 15 |
| Soros Fund Management (George Soros) | 249,897 | $46.1M | 0.76% | +47% | Q2 2026 |
| Tiger Global (Chase Coleman) | 25,337 | $4.7M | 0.02% | — | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 23,591 | $4.4M | 0.02% | -13% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q2 2026 | 79,737 | $14.7M | 0.8% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 3,813,557 | $572.6M | 0.3% | May 15 |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q4 2025 | 1,910,488 | $432.7M | 2.5% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q4 2025 | 36,470 | $8.3M | 0.6% | Feb 13 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 237,327 | $53.7M | 0.1% | Feb 13 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Added | 13F, Q3 2025 | 45,072 | $12.3M | 0.7% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 405,921 | $110.4M | 0.3% | 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