SNPS
Underperforming without a clear catalyst yet
- SNPS −3.22% on the last session vs SPY −0.25%: −3.0 pts of stock-specific move.
- Aftermath, big drop (-3.2% today so far, past its big-drop line of -2.9%): After its 58 big drops in the past 5 years, SNPS was higher a week later 35 times out of 58; half the outcomes fell between -2.9% and +3.7%. 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.
- Activity: volume on pace for 1.9× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Sassine Ghazi | CEO | Sell | 10b5-1 plan | 14,604 | $374.88 | $5.5M | Sep 16 |
| Sep 11, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 993 | $397.38 | $394.6K | Sep 14 |
| Sep 1, 2026 | Geus Aart De | Chair | Sell | 10b5-1 plan | 49,641 | $430.68 | $21.4M | Sep 2 |
| Sep 1, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 304 | $414.82 | $126.1K | Sep 2 |
| Aug 28, 2026 | Geus Aart De | Chair | Sell | 10b5-1 plan | 25,000 | $445.55 | $11.1M | Aug 31 |
| Aug 16, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 318 | $421.50 | $134K | Aug 17 |
| Jun 15, 2026 | Geus Aart De | Chair | Tax | tax withholding | 156 | $454.38 | $70.9K | Jun 16 |
| Jun 15, 2026 | Sassine Ghazi | CEO | Tax | tax withholding | 1,492 | $454.38 | $677.9K | Jun 16 |
| Jun 15, 2026 | Sassine Ghazi | CEO | Sell | 10b5-1 plan | 14,603 | $458.96 | $6.7M | Jun 16 |
| Jun 15, 2026 | Shelagh Glaser | CFO | Tax | tax withholding | 436 | $454.38 | $198.1K | Jun 16 |
| Jun 15, 2026 | Sudhindra Kankanwadi | CFO | Tax | tax withholding | 249 | $454.38 | $113.1K | Jun 16 |
| Jun 15, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 235 | $454.38 | $106.8K | Jun 16 |
| Jun 15, 2026 | Michael Ellow | Chief Revenue Officer | Tax | tax withholding | 2,543 | $454.38 | $1.2M | Jun 16 |
| Jun 12, 2026 | Shelagh Glaser | CFO | Sell | 10b5-1 plan | 3,394 | $450.02 | $1.5M | Jun 15 |
| Jun 1, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 304 | $492.29 | $149.7K | Jun 2 |
| May 16, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 318 | $502.42 | $159.8K | May 18 |
| Mar 15, 2026 | Geus Aart De | Chair | Tax | tax withholding | 630 | $412.63 | $260K | Mar 16 |
| Mar 15, 2026 | Sassine Ghazi | CEO | Tax | tax withholding | 458 | $412.63 | $189K | Mar 16 |
| Mar 15, 2026 | Shelagh Glaser | CFO | Tax | tax withholding | 282 | $412.63 | $116.4K | Mar 16 |
| Mar 15, 2026 | Sudhindra Kankanwadi | CAO | Tax | tax withholding | 288 | $412.63 | $118.8K | Mar 16 |
| Mar 3, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 127 | $424.32 | $53.9K | Mar 4 |
| Mar 1, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 304 | $414.00 | $125.9K | Mar 2 |
| Feb 16, 2026 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 921 | $437.09 | $402.6K | Feb 17 |
| Jan 12, 2026 | Janet Lee | GC & Corporate Secretary | Sell | 10b5-1 plan | 250 | $530.00 | $132.5K | Jan 13 |
| Jan 7, 2026 | Janet Lee | GC & Corporate Secretary | Sell | 10b5-1 plan | 250 | $510.00 | $127.5K | Jan 8 |
| Dec 31, 2025 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 2,344 | $469.72 | $1.1M | Jan 5 |
| Dec 19, 2025 | Shelagh Glaser | CFO | Sell | 10b5-1 plan | 3,657 | $460.77 | $1.7M | Dec 22 |
| Dec 8, 2025 | Geus Aart De | Chair | Tax | tax withholding | 1,361 | $465.75 | $633.9K | Dec 9 |
| Dec 8, 2025 | Sudhindra Kankanwadi | CAO | Tax | tax withholding | 1,148 | $465.75 | $534.7K | Dec 9 |
| Dec 8, 2025 | Shelagh Glaser | CFO | Tax | tax withholding | 2,486 | $465.75 | $1.2M | Dec 9 |
| Dec 8, 2025 | Sassine Ghazi | CEO | Tax | tax withholding | 2,475 | $465.75 | $1.2M | Dec 9 |
| Dec 3, 2025 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 128 | $466.44 | $59.7K | Dec 4 |
| Dec 1, 2025 | Janet Lee | GC & Corporate Secretary | Tax | tax withholding | 304 | $438.29 | $133.2K | Dec 2 |
| Sep 22, 2025 | Sudhindra Kankanwadi | CAO | Sell | unplanned | 15,873 | $493.76 | $7.8M | Sep 23 |
| Sep 11, 2025 | Robert G Painter | Director | Buy | open-market buy | 350 | $425.44 | $148.9K | Sep 15 |
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 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Dec 31, 2025 | Dan Newhouse | House | Buy | $1K–$15K | Jan 15 |
| Nov 18, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Dec 15 |
| Oct 9, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Nov 18 |
| Sep 11, 2025 | Lisa McClain | House | Sell | $1K–$15K | Oct 22 |
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 |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 317,465 | $141.6M | 0.29% | -58% | Q2 2026 |
| Elliott (Paul Singer) | 227,500 | $101.5M | 0.71% | new | Q2 2026 |
| ARK Invest (Cathie Wood) | 60,991 | $29.3M | ARKX 1.2% · ARKQ 1.1% | — | Oct 15 |
| Bridgewater (Ray Dalio's firm) | 40,180 | $17.9M | 0.07% | -81% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q2 2026 | 444,295 | $198.2M | 0.3% | Aug 14 |
| Aug 14, 2026 | Elliott (Paul Singer) | New stake | 13F, Q2 2026 | 227,500 | $101.5M | 0.7% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 168,173 | $75M | 0.1% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 894,729 | $354.7M | 1.0% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | New stake | 13F, Q1 2026 | 208,353 | $82.6M | 0.4% | May 15 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | New stake | 13F, Q3 2025 | 1,809,127 | $892.6M | 2.2% | 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