SNOW
Underperforming without a clear catalyst yet
- SNOW −3.26% on the last session vs SPY −0.29%: −3.0 pts of stock-specific move.
- Against the group: its software peers +2.2% (+2.5 pts vs SPY).
- 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.
- Activity: volume on pace for 2.7× 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 |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Sep 4, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Oct 7 |
| Sep 4, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | Oct 7 |
| Aug 7, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 10 |
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) | 960,138 | $244.4M | 0.70% | new | Q2 2026 |
| Soros Fund Management (George Soros) | 136,568 | $34.8M | 0.57% | +186% | Q2 2026 |
| ARK Invest (Cathie Wood) | 54,554 | $18.3M | ARKW 1.0% | — | Oct 15 |
| Bridgewater (Ray Dalio's firm) | 7,020 | $1.8M | 0.01% | — | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q2 2026 | 960,138 | $244.4M | 0.7% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q2 2026 | 88,747 | $22.6M | 0.6% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q1 2026 | 2,480,963 | $544.2M | May 15 | |
| May 15, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q1 2026 | 42,424 | $6.4M | 0.1% | May 15 |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q4 2025 | 524,515 | $115.1M | 1.4% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q4 2025 | 167,888 | $36.8M | 0.4% | Feb 13 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | New stake | 13F, Q3 2025 | 1,956,448 | $441.3M | 1.1% | 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