VRSN
Outperforming without a clear catalyst yet
- VRSN +1.79% on the last session vs SPY +0.10%: +1.7 pts of stock-specific move.
- Earnings Oct 22 after the close: EPS $2.46 expected (4 analysts); it moved ±4.5% on average after its last 8 reports.
- Aftermath, big gain (+1.8% today so far, past its big-gain line of +1.8%): After its 59 big gains in the past 5 years, VRSN was higher a week later 37 times out of 59; half the outcomes fell between -0.9% and +2.5%. 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 |
|---|---|---|---|---|---|
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Oct 3, 2025 | Julie Johnson | House | Sell | $1K–$15K | Aug 5 |
| Oct 3, 2025 | Julie Johnson | House | Buy | $1K–$15K | Aug 5 |
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 |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 8,989,880 | $2.3B | 0.76% | — | Q2 2026 |
| Fundsmith (Terry Smith) | 55,713 | $14M | 0.10% | -51% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 37,001 | $9.3M | 0.04% | +748% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q2 2026 | 57,754 | $14.5M | 0.1% | Aug 14 |
| May 15, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q1 2026 | 157,167 | $39M | 0.2% | May 15 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 136,632 | $33.2M | 0.1% | Feb 13 |
| Nov 14, 2025 | Berkshire Hathaway (Warren Buffett) | Trimmed | 13F, Q3 2025 | 4,300,000 | $1.2B | 0.9% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 57,518 | $16.1M | 0.3% | 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