SPOT
Moving with the market
- SPOT −0.13% on the last session vs SPY −0.25%: +0.1 pts of stock-specific move.
- Earnings Oct 22 before the open: EPS $2.85 expected (19 analysts); it moved ±8.9% on average after its last 8 reports.
- 0 Reddit mentions in the past 24 hours, 79% positive over the week · today's pace is 2.2× its recent daily average.
- 3 analyst actions in the past 10 days (0 positive, 2 negative); latest: Cantor Fitzgerald maintained Neutral, lowered target $530 → $490.
- 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 1.6× its 20-day average; options price a ±9.5% move through the report.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,910 | $530.13 | $11.1M | Oct 14 |
| Oct 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 427.446 | $487.38 | $208.3K | Oct 5 |
| Oct 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 116.64 | $487.38 | $56.8K | Oct 5 |
| Oct 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 808.721 | $487.38 | $394.2K | Oct 5 |
| Oct 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 250.188 | $487.38 | $121.9K | Oct 5 |
| Oct 1, 2026 | Christian Luiga | CFO | Tax | tax withholding | 105.109 | $487.38 | $51.2K | Oct 5 |
| Oct 1, 2026 | John P Giraldo | CAO | Tax | tax withholding | 41.818 | $487.38 | $20.4K | Oct 5 |
| Sep 14, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,913 | $544.19 | $11.4M | Sep 16 |
| Sep 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 809.007 | $543.62 | $439.8K | Sep 3 |
| Sep 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 248.568 | $543.62 | $135.1K | Sep 3 |
| Sep 1, 2026 | Christian Luiga | CFO | Tax | tax withholding | 105.108 | $543.62 | $57.1K | Sep 3 |
| Sep 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 427.998 | $543.62 | $232.7K | Sep 3 |
| Sep 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 117.18 | $543.62 | $63.7K | Sep 3 |
| Aug 14, 2026 | Dustee Jenkins | Chief Public Affairs Off | Sell | unplanned | 3,810.265 | $512.92 | $2M | Aug 18 |
| Aug 3, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,833 | $507.24 | $10.6M | Aug 5 |
| Aug 3, 2026 | Alex Norstrom | CEO | Sell | 10b5-1 plan | 5,436 | $502.10 | $2.7M | Aug 5 |
| Aug 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 116.64 | $499.94 | $58.3K | Aug 4 |
| Aug 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 443.34 | $499.94 | $221.6K | Aug 4 |
| Aug 1, 2026 | Christian Luiga | CFO | Tax | tax withholding | 315.36 | $499.94 | $157.7K | Aug 4 |
| Aug 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 808.27 | $499.94 | $404.1K | Aug 4 |
| Aug 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 559.083 | $499.94 | $279.5K | Aug 4 |
| Jul 6, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,833 | $478.45 | $10M | Jul 8 |
| Jul 6, 2026 | Alex Norstrom | CEO | Sell | 10b5-1 plan | 5,436 | $480.86 | $2.6M | Jul 8 |
| Jul 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 116.64 | $459.13 | $53.6K | Jul 6 |
| Jul 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 151.74 | $459.13 | $69.7K | Jul 6 |
| Jul 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 808.026 | $459.13 | $371K | Jul 6 |
| Jul 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 362.216 | $459.13 | $166.3K | Jul 6 |
| Jun 2, 2026 | Alex Norstrom | CEO | Sell | 10b5-1 plan | 5,436 | $498.27 | $2.7M | Jun 3 |
| Jun 2, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,833 | $496.52 | $10.3M | Jun 3 |
| Jun 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 362.768 | $497.68 | $180.5K | Jun 3 |
| Jun 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 152.82 | $497.68 | $76.1K | Jun 3 |
| Jun 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 807.774 | $497.68 | $402K | Jun 3 |
| Jun 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 116.64 | $497.68 | $58K | Jun 3 |
| May 26, 2026 | Thomas O Staggs | Director | Sell | unplanned | 5,477 | $526.00 | $2.9M | May 27 |
| May 26, 2026 | Christopher P Marshall | Director | Sell | unplanned | 2,650 | $519.86 | $1.4M | May 28 |
| May 22, 2026 | Sven Hans Martin Lorentzon | Director | Sell | unplanned | 35,380 | $525.73 | $18.6M | May 27 |
| May 5, 2026 | Alex Norstrom | CEO | Sell | 10b5-1 plan | 5,436 | $433.07 | $2.4M | May 7 |
| May 5, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,833 | $430.72 | $9M | May 7 |
| May 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 791.764 | $446.55 | $353.6K | May 5 |
| May 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 116.64 | $446.55 | $52.1K | May 5 |
| May 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 152.28 | $446.55 | $68K | May 5 |
| May 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 361.662 | $446.55 | $161.5K | May 5 |
| Apr 1, 2026 | Anna Lundstrom | Chief Human Resources Of | Tax | tax withholding | 152.28 | $484.91 | $73.8K | Apr 3 |
| Apr 1, 2026 | Dustee Jenkins | Chief Public Affairs Off | Tax | tax withholding | 362.768 | $484.91 | $175.9K | Apr 3 |
| Apr 1, 2026 | Alex Norstrom | CEO | Sell | 10b5-1 plan | 5,436 | $479.51 | $2.6M | Apr 3 |
| Apr 1, 2026 | Alex Norstrom | CEO | Tax | tax withholding | 807.71 | $484.91 | $391.7K | Apr 3 |
| Apr 1, 2026 | Gustav Soderstrom | CEO | Sell | 10b5-1 plan | 20,833 | $473.52 | $9.9M | Apr 3 |
| Apr 1, 2026 | Gustav Soderstrom | CEO | Tax | tax withholding | 117.18 | $484.91 | $56.8K | Apr 3 |
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 |
|---|---|---|---|---|---|
| Jun 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jul 2 |
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 26, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Dec 15 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
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) | 1,310,632 | $601.8M | 1.2% | -1% | Q2 2026 |
| Tiger Global (Chase Coleman) | 1,171,427 | $537.8M | 2.2% | -26% | Q2 2026 |
| ValueAct (Mason Morfit) | 526,800 | $241.9M | 4.3% | +47% | Q2 2026 |
| ARK Invest (Cathie Wood) | 66,961 | $35.1M | ARKF 1.7% · ARKW 1.2% | — | Oct 15 |
| Bridgewater (Ray Dalio's firm) | 32,219 | $14.8M | 0.06% | -11% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q2 2026 | 409,334 | $187.9M | 2.2% | Aug 14 |
| Aug 14, 2026 | ValueAct (Mason Morfit) | Added | 13F, Q2 2026 | 168,300 | $77.3M | 4.3% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 1,129,967 | $547.9M | 2.2% | May 15 |
| May 15, 2026 | Tiger Global (Chase Coleman) | Added | 13F, Q1 2026 | 319,300 | $154.8M | 3.4% | May 15 |
| May 15, 2026 | ValueAct (Mason Morfit) | New stake | 13F, Q1 2026 | 358,500 | $173.8M | 3.0% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | Sold out | 13F, Q1 2026 | 100,000 | $58.1M | May 15 | |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q4 2025 | 647,708 | $376.1M | 3.6% | Feb 17 |
| Feb 17, 2026 | Third Point (Dan Loeb) | New stake | 13F, Q4 2025 | 100,000 | $58.1M | 0.8% | Feb 17 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Sold out | 13F, Q3 2025 | 283,898 | $217.8M | 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