GOOG
Alphabet Inc. · Communication Services · Internet Content & Information
$344.76
+0.32% today · -0.03% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with the market
- GOOG +0.32% on the last session vs SPY +0.04%: +0.3 pts of stock-specific move.
- Aftermath, mention spike (trendy) (Oct 9): After its 86 mention spikes in the past 5 years, GOOG was higher a month later 53 times out of 86; half the outcomes fell between -4.9% and +8.4%. History, not a forecast.
- 58 Reddit mentions in the past 24 hours, 68% positive over the week.
- 2 analyst actions in the past 10 days (2 positive, 0 negative); latest: UBS maintained Neutral, raised target $379 → $380.
- 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.
Assembled from Wallsti's own signals.
Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
−$9.8M
unplanned net · 0 buys · 8 sells · 3 insiders
sales: 4 unplanned, 4 under a 10b5-1 plan (50% unplanned)
Congress · 3 months
≈−$8K
1 buy · 2 sells · 2 members
Congress · 1 year
≈+$316.5K
15 buys · 10 sells · 10 members
Fund moves · 3 months
≈+$8.2B
1 buy · 1 sell · 2 investors
Held by funds · now
≈$12.3B
8 investors · largest: Berkshire Hathaway
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 83 | $340.45 | $28.3K | Oct 2 |
| Sep 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 13,566 | $339.01 | $4.6M | Sep 29 |
| Sep 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,705 | $339.01 | $1.3M | Sep 29 |
| Sep 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 10,247 | $339.01 | $3.5M | Sep 29 |
| Sep 25, 2026 | Ruth Porat | President | Tax | tax withholding | 10,729 | $339.01 | $3.6M | Sep 29 |
| Sep 25, 2026 | Marsida Saraci | CAO | Tax | tax withholding | 492 | $339.01 | $166.8K | Sep 29 |
| Sep 25, 2026 | John Kent Walker | President | Tax | tax withholding | 10,729 | $339.01 | $3.6M | Sep 29 |
| Aug 28, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 82 | $337.71 | $27.7K | Aug 31 |
| Aug 25, 2026 | Marsida Saraci | CAO | Tax | tax withholding | 493 | $344.59 | $169.9K | Aug 27 |
| Aug 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 1,781 | $344.59 | $613.7K | Aug 27 |
| Aug 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 2,015 | $344.59 | $694.3K | Aug 27 |
| Aug 25, 2026 | Ruth Porat | President | Tax | tax withholding | 1,639 | — | Aug 27 | |
| Aug 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,703 | $344.59 | $1.3M | Aug 27 |
| Aug 25, 2026 | John Kent Walker | President | Tax | tax withholding | 1,639 | $344.59 | $564.8K | Aug 27 |
| Jul 30, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 82 | $333.39 | $27.3K | Jul 30 |
| Jul 29, 2026 | Marsida Saraci | CAO | Sell | 10b5-1 plan | 449 | $333.20 | $149.6K | Jul 29 |
| Jul 28, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 315,069 | $19.25 | $6.1M | Jul 29 |
| Jul 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 1,781 | $319.09 | $568.3K | Jul 28 |
| Jul 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,702 | $319.09 | $1.2M | Jul 28 |
| Jul 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 2,014 | $319.09 | $642.6K | Jul 28 |
| Jul 25, 2026 | Ruth Porat | President | Tax | tax withholding | 1,640 | — | Jul 28 | |
| Jul 25, 2026 | John Kent Walker | President | Tax | tax withholding | 1,640 | $319.09 | $523.3K | Jul 28 |
| Jul 25, 2026 | Marsida Saraci | CAO | Tax | tax withholding | 492.087 | $319.09 | $157K | Jul 28 |
| Jul 24, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 86,714 | $19.01 | $1.6M | Jul 27 |
| Jul 22, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 72,482 | $19.17 | $1.4M | Jul 23 |
| Jul 20, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 38,920 | $18.77 | $730.5K | Jul 21 |
| Jul 16, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 94,087 | $19.47 | $1.8M | Jul 17 |
| Jun 30, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 112 | $351.28 | $39.3K | Jun 30 |
| Jun 29, 2026 | John Kent Walker | President | Sell | 10b5-1 plan | 8,998 | $349.29 | $3.1M | Jul 1 |
| Jun 26, 2026 | Marsida Saraci | CAO | Sell | 10b5-1 plan | 449 | $341.72 | $153.4K | Jun 29 |
| Jun 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,702 | $345.04 | $1.3M | Jun 29 |
| Jun 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 13,557 | $345.04 | $4.7M | Jun 29 |
| Jun 25, 2026 | Ruth Porat | President | Tax | tax withholding | 10,723 | $345.04 | $3.7M | Jun 29 |
| Jun 25, 2026 | John Kent Walker | President | Tax | tax withholding | 10,723 | $345.04 | $3.7M | Jun 29 |
| Jun 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 10,241 | $345.04 | $3.5M | Jun 29 |
| Jun 25, 2026 | Marsida Saraci | CAO | Tax | tax withholding | 453 | $345.04 | $156.3K | Jun 29 |
| Jun 15, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 1,050 | $368.63 | $387.1K | Jun 18 |
| May 29, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $381.00 | $38.9K | Jun 1 |
| May 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 1,780 | $379.38 | $675.3K | May 27 |
| May 25, 2026 | Ruth Porat | President | Tax | tax withholding | 1,639 | $379.38 | $621.8K | May 27 |
| May 25, 2026 | John Kent Walker | President | Tax | tax withholding | 1,639 | $379.38 | $621.8K | May 27 |
| May 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,700 | $379.38 | $1.4M | May 27 |
| May 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 2,013 | $379.38 | $763.7K | May 27 |
| May 15, 2026 | 2019 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 147,552 | $23.45 | $3.5M | May 18 |
| May 15, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 1,050 | $393.26 | $412.9K | May 19 |
| Apr 30, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $371.00 | $37.8K | May 1 |
| Apr 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 3,700 | — | Apr 28 | |
| Apr 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 7,117 | — | Apr 28 | |
| Apr 25, 2026 | John Kent Walker | President | Tax | tax withholding | 6,555 | — | Apr 28 | |
| Apr 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 8,054 | $342.32 | $2.8M | Apr 29 |
| Apr 25, 2026 | Ruth Porat | President | Tax | tax withholding | 6,555 | $342.32 | $2.2M | Apr 29 |
| Apr 15, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 1,050 | $331.65 | $348.2K | Apr 17 |
| Apr 1, 2026 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 617 | $289.63 | $178.7K | Apr 3 |
| Mar 30, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $275.19 | $28.1K | Mar 31 |
| Mar 27, 2026 | John Kent Walker | President | Sell | 10b5-1 plan | 8,993 | $275.89 | $2.5M | Mar 31 |
| Mar 25, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 11,100 | — | Mar 27 | |
| Mar 25, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 11,536 | $289.20 | $3.3M | Mar 27 |
| Mar 25, 2026 | John Kent Walker | President | Tax | tax withholding | 9,078 | $289.20 | $2.6M | Mar 27 |
| Mar 25, 2026 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 799 | $289.20 | $231.1K | Mar 27 |
| Mar 25, 2026 | Anat Ashkenazi | CFO | Tax | tax withholding | 7,964 | $289.20 | $2.3M | Mar 27 |
| Mar 25, 2026 | Ruth Porat | President | Tax | tax withholding | 9,078 | $289.20 | $2.6M | Mar 27 |
| Mar 18, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $307.89 | $10M | Mar 18 |
| Mar 16, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 1,050 | $303.41 | $318.6K | Mar 18 |
| Mar 4, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $303.38 | $9.9M | Mar 6 |
| Mar 3, 2026 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 955 | $298.00 | $284.6K | Mar 4 |
| Mar 2, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 112 | $302.99 | $33.9K | Mar 4 |
| Feb 25, 2026 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 965 | $310.92 | $300K | Feb 27 |
| Feb 18, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $303.92 | $9.9M | Feb 20 |
| Feb 17, 2026 | John Kent Walker | President | Sell | 10b5-1 plan | 47,574 | $301.45 | $14.3M | Feb 19 |
| Feb 13, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $306.73 | $184K | Feb 17 |
| Feb 6, 2026 | Sundar Pichai | CEO | Tax | tax withholding | 676,955 | $333.34 | $225.7M | Feb 6 |
| Feb 4, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $335.18 | $10.9M | Feb 6 |
| Feb 2, 2026 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 933 | $336.55 | $314K | Feb 3 |
| Jan 30, 2026 | 2017 Gp, L.l.c. Gv | 10% owner | Sell | unplanned | 1,845,308 | $19.00 | $35.1M | Jan 30 |
| Jan 29, 2026 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $340.00 | $34.7K | Jan 30 |
| Jan 27, 2026 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 988 | $328.43 | $324.5K | Jan 27 |
| Jan 21, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $327.30 | $10.6M | Jan 23 |
| Jan 13, 2026 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $337.52 | $202.5K | Jan 15 |
| Jan 13, 2026 | Ruth Porat | President | Tax | tax withholding | 47,141 | $332.73 | $15.7M | Jan 15 |
| Jan 13, 2026 | John Kent Walker | President | Tax | tax withholding | 47,141 | $332.73 | $15.7M | Jan 15 |
| Jan 13, 2026 | Philipp Schindler | SVP | Tax | tax withholding | 113,745 | $332.73 | $37.8M | Jan 15 |
| Jan 7, 2026 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $321.21 | $10.4M | Jan 8 |
| Dec 31, 2025 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $313.45 | $32K | Dec 31 |
| Dec 30, 2025 | John Kent Walker | President | Sell | 10b5-1 plan | 17,829 | $314.89 | $5.6M | Dec 30 |
| Dec 25, 2025 | Sundar Pichai | CEO | Tax | tax withholding | 37,672 | $315.67 | $11.9M | Dec 30 |
| Dec 25, 2025 | Anat Ashkenazi | CFO | Tax | tax withholding | 18,581 | $315.67 | $5.9M | Dec 30 |
| Dec 25, 2025 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 965 | $315.67 | $304.6K | Dec 30 |
| Dec 25, 2025 | Ruth Porat | President | Tax | tax withholding | 18,032 | $315.67 | $5.7M | Dec 30 |
| Dec 25, 2025 | John Kent Walker | President | Tax | tax withholding | 18,031 | $315.67 | $5.7M | Dec 30 |
| Dec 25, 2025 | Philipp Schindler | SVP | Tax | tax withholding | 22,476 | $293.84 | $6.6M | Dec 31 |
| Dec 15, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 2,778 | $312.30 | $867.6K | Dec 17 |
| Dec 15, 2025 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $308.19 | $184.9K | Dec 17 |
| Dec 15, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $299.80 | $9.7M | Dec 17 |
| Dec 3, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $319.50 | $10.4M | Dec 5 |
| Dec 2, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 954 | $317.00 | $302.4K | Dec 2 |
| Dec 1, 2025 | Frances Arnold | Director | Sell | 10b5-1 plan | 102 | $317.66 | $32.4K | Dec 2 |
| Nov 25, 2025 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 965 | $318.47 | $307.3K | Nov 26 |
| Nov 19, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $296.64 | $9.6M | Nov 21 |
| Nov 17, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 2,778 | $288.26 | $800.8K | Nov 19 |
| Nov 13, 2025 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $280.06 | $168K | Nov 17 |
| Nov 5, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $283.48 | $9.2M | Nov 7 |
| Nov 3, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 954 | $282.33 | $269.3K | Nov 4 |
| Oct 30, 2025 | Frances Arnold | Director | Sell | 10b5-1 plan | 112 | $291.80 | $32.7K | Nov 3 |
| Oct 25, 2025 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 965 | $260.51 | $251.4K | Oct 29 |
| Oct 15, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $250.15 | $8.1M | Oct 17 |
| Oct 15, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 2,778 | $250.05 | $694.7K | Oct 17 |
| Oct 13, 2025 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $242.92 | $145.8K | Oct 15 |
| Oct 1, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $243.41 | $7.9M | Oct 2 |
| Oct 1, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 953 | $241.20 | $229.9K | Oct 2 |
| Sep 30, 2025 | Frances Arnold | Director | Sell | 10b5-1 plan | 103 | $243.13 | $25K | Sep 30 |
| Sep 29, 2025 | John Kent Walker | President | Sell | 10b5-1 plan | 17,816 | $247.42 | $4.4M | Oct 1 |
| Sep 25, 2025 | Amie Thuener O'Toole | CAO | Tax | tax withholding | 965 | $247.83 | $239.2K | Sep 29 |
| Sep 25, 2025 | Ruth Porat | President | Tax | tax withholding | 18,019 | $247.83 | $4.5M | Sep 29 |
| Sep 25, 2025 | Anat Ashkenazi | CFO | Tax | tax withholding | 18,568 | $247.83 | $4.6M | Sep 29 |
| Sep 25, 2025 | John Kent Walker | President | Tax | tax withholding | 18,019 | $247.83 | $4.5M | Sep 29 |
| Sep 25, 2025 | Philipp Schindler | SVP | Tax | tax withholding | 22,459 | $247.83 | $5.6M | Sep 29 |
| Sep 25, 2025 | Sundar Pichai | CEO | Tax | tax withholding | 37,646 | $247.83 | $9.3M | Sep 29 |
| Sep 17, 2025 | Sundar Pichai | CEO | Sell | 10b5-1 plan | 32,500 | $249.50 | $8.1M | Sep 17 |
| Sep 15, 2025 | John L. Hennessy | Director | Sell | 10b5-1 plan | 600 | $249.44 | $149.7K | Sep 16 |
| Sep 15, 2025 | Amie Thuener O'Toole | CAO | Sell | 10b5-1 plan | 2,778 | $245.00 | $680.6K | Sep 16 |
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 |
|---|---|---|---|---|---|
| Sep 14, 2026 | Cleo Fields | House | Buy | $1K–$15K | Oct 1 |
| Aug 20, 2026 | Scott Scott Franklin | House | Sell | $1K–$15K | Sep 17 |
| Aug 20, 2026 | Scott Scott Franklin | House | Sell | $1K–$15K | Sep 17 |
| Jun 23, 2026 | Jerry Moran, | Senate | Buy | $1K–$15K | Jul 21 |
| Jun 15, 2026 | Cleo Fields | House | Buy | $1K–$15K | Jun 26 |
| Jun 1, 2026 | Daniel Crenshaw | House | Sell | $1K–$15K | Jul 16 |
| May 27, 2026 | Jerry Moran, | Senate | Sell | $1K–$15K | Jun 25 |
| Mar 30, 2026 | John Fetterman | Senate | Buy | $1K–$15K | Apr 3 |
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $50K–$100K | Jul 21 |
| Mar 16, 2026 | Cleo Fields | House | Buy | $1K–$15K | Apr 7 |
| Jan 20, 2026 | Cleo Fields | House | Buy | $100K–$250K | Feb 3 |
| Jan 12, 2026 | Cleo Fields | House | Buy | $1K–$15K | Feb 3 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 15, 2025 | Cleo Fields | House | Buy | $1K–$15K | Dec 17 |
| Nov 24, 2025 | Debbie Dingell | House | Sell | $15K–$50K | Dec 6 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 7, 2025 | Katie Britt | Senate | Sell | $1K–$15K | Jan 26 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 31, 2025 | Julie Johnson | House | Buy | $1K–$15K | Nov 14 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 29, 2025 | Cleo Fields | House | Buy | $50K–$100K | Nov 12 |
| Oct 27, 2025 | Julie Johnson | House | Buy | $1K–$15K | Nov 14 |
| Oct 21, 2025 | Julie Johnson | House | Buy | $1K–$15K | Nov 14 |
| Oct 10, 2025 | Cleo Fields | House | Buy | $15K–$50K | Oct 30 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 23, 2025 | Jerry Moran, | Senate | Sell | $1K–$15K | Oct 27 |
| Sep 17, 2025 | Cleo Fields | House | Buy | $1K–$15K | Sep 30 |
| Sep 17, 2025 | Cleo Fields | House | Buy | $15K–$50K | Sep 30 |
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
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 27,188,433 | $9.6B | 3.2% | +658% | Q2 2026 |
| Himalaya Capital (Li Lu) | 2,451,300 | $866.1M | 23.4% | — | Q2 2026 |
| Appaloosa (David Tepper) | 1,850,000 | $653.7M | 8.7% | +7% | Q2 2026 |
| Baupost (Seth Klarman) | 1,371,931 | $484.7M | 9.0% | +16% | Q2 2026 |
| Coatue (Philippe Laffont) | 908,395 | $321M | 0.66% | -19% | Q2 2026 |
| ARK Invest (Cathie Wood) | 783,577 | $269.3M | ARKQ 4.9% · ARKX 4.2% · ARKW 3.4% · ARKK 1.4% | — | Oct 15 |
| Pershing Square (Bill Ackman) | 311,726 | $89.4M | 0.65% | -95% | Q1 2026 |
| Bridgewater (Ray Dalio's firm) | 74,207 | $26.2M | 0.11% | -81% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 312,795 | $110.5M | 0.1% | Aug 14 |
| Aug 14, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q2 2026 | 23,603,218 | $8.3B | 3.2% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 884,651 | $253.8M | 1.1% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | New stake | 13F, Q1 2026 | 387,002 | $111M | 0.5% | May 15 |
| May 15, 2026 | Pershing Square (Bill Ackman) | Trimmed | 13F, Q1 2026 | 5,852,145 | $1.7B | 0.7% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | New stake | 13F, Q1 2026 | 3,585,215 | $1B | 0.4% | May 15 |
| Feb 17, 2026 | Appaloosa (David Tepper) | Added | 13F, Q4 2025 | 399,431 | $125.3M | 8.2% | Feb 17 |
| Feb 13, 2026 | Baupost (Seth Klarman) | Trimmed | 13F, Q4 2025 | 770,957 | $241.9M | 6.5% | Feb 13 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | New stake | 13F, Q3 2025 | 2,091,574 | $509.4M | 1.2% | Nov 14 |
| Nov 13, 2025 | Baupost (Seth Klarman) | Trimmed | 13F, Q3 2025 | 775,850 | $189M | 9.5% | 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