IBKR
Falling ahead of its earnings report
- IBKR −2.01% on the last session vs SPY −0.29%: −1.7 pts of stock-specific move.
- Earnings today after the close: EPS $0.67 expected (13 analysts); it moved ±5.2% on average after its last 8 reports.
- Not a group move: its brokers & fintech peers -1.0% (-0.7 pts vs SPY).
- 4 analyst actions in the past 10 days (2 positive, 2 negative); latest: Barclays maintained Overweight, raised target $114 → $115.
- 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 1.5× its 20-day average.
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 |
|---|---|---|---|---|---|
| Oct 14, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
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 |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 4,830,748 | $420.5M | 1.2% | +246% | Q2 2026 |
| Soros Fund Management (George Soros) | 151,470 | $13.2M | 0.22% | -77% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 42,076 | $3.7M | 0.02% | -42% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q2 2026 | 3,436,419 | $299.1M | 1.2% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q2 2026 | 493,874 | $43M | 0.2% | Aug 14 |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q1 2026 | 1,394,329 | $93.5M | 0.3% | May 15 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q4 2025 | 812,577 | $52.3M | 0.9% | Feb 13 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Trimmed | 13F, Q3 2025 | 649,670 | $44.7M | 2.5% | 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