SE
Moving with its e-commerce peers
- SE +1.69% on the last session vs SPY −0.29%: +2.0 pts of stock-specific move.
- E-commerce basket +1.0% (+1.3 pts vs SPY; ETSY +4.1%, EBAY +3.2%, AMZN -0.7%, CPNG +0.7%): the stock moved with its peers.
- 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 |
|---|---|---|---|---|---|
| Mar 10, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Apr 8 |
| Dec 5, 2025 | Josh Gottheimer | House | Sell | $1K–$15K | Jan 14 |
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 |
|---|---|---|---|---|---|
| Tiger Global (Chase Coleman) | 12,559,152 | $1.2B | 5.0% | -19% | Q2 2026 |
| Viking Global (Andreas Halvorsen) | 5,669,877 | $543.3M | 1.5% | +20% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 1,204,563 | $115.4M | 0.47% | -10% | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 1,099,905 | $105.4M | 2.4% | — | Q2 2026 |
| ARK Invest (Cathie Wood) | 148,497 | $14.2M | ARKF 1.8% | — | Oct 15 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q1 2026 | 1,065,651 | $88.2M | 1.1% | May 15 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q4 2025 | 632,342 | $80.7M | 1.2% | Feb 17 |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q4 2025 | 666,305 | $119.1M | Feb 17 | |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q4 2025 | 669,920 | $85.5M | 2.9% | Feb 17 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 732,692 | $131M | 1.1% | 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