IDXX
Moving with its group (XLV +2.6%)
- IDXX +2.45% on the last session vs SPY −0.29%: +2.7 pts of stock-specific move.
- The health care ETF (XLV) +2.6% (+2.9 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+2.5% today so far, past its big-gain line of +2.0%): After its 56 big gains in the past 5 years, IDXX was higher a day later 21 times out of 56; half the outcomes fell between -1.2% and +0.6%. History, not a forecast.
- 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 |
|---|---|---|---|---|---|
| Jan 13, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Feb 2 |
| Oct 16, 2025 | April McClain Delaney | House | Sell | $1K–$15K | Nov 4 |
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 |
|---|---|---|---|---|---|
| Fundsmith (Terry Smith) | 1,019,887 | $536.9M | 3.9% | -30% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 33,528 | $17.7M | 0.07% | +225% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q2 2026 | 445,899 | $234.7M | 3.9% | Aug 14 |
| May 15, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q1 2026 | 410,249 | $230.5M | 6.4% | May 15 |
| Feb 17, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q4 2025 | 734,422 | $496.9M | 7.4% | Feb 17 |
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