Follow-The-Filings

Security · featured owners

ADBE Adobe Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 12 Owners
  • #62
  • Max 2.6%
  • Master 0.08%
  • $1.3B
  • 2 new 6 add 3 reduce 1 exit

ADBE (Adobe Inc.) is held in 12 featured 13F books as of 2026 Q2. Hillman Capital Management is the largest tracked holder by portfolio weight (2.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.6% (Hillman Capital Management) · not free-float ownership

  1. Hillman Capital Management add 2.6%
  2. Samantha Mclemore add 2.4%
  3. Bill Nygren / Oakmark add 0.77%
  4. Dodge & Cox add 0.33%
  5. Murphy Pohlad new 0.18%
  6. Jensen Investment Management reduce 0.17%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 0.33% Add +24.8% 3,114,932 $639M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.77% Add +23.3% 2,829,066 $580M history
Samantha Mclemore - Patient Capital Management 2026 Q2 2.4% Add +21.5% 361,126 $74M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.06% Add +50.4% 67,894 $14M history
Jensen Investment Management 2026 Q2 0.17% Reduce −0.8% 33,545 $7M history
George Soros - Soros Fund Management 2026 Q2 0.06% New 0.06% 23,419 $5M history
Hillman Capital Management 2026 Q2 2.6% Add +6.7% 17,288 $4M history
Polen Capital Management 2026 Q2 0.01% Reduce −36.1% 7,581 $2M history
Lindsell Train 2026 Q2 0.05% Hold 7,000 $1M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.18% New 0.18% 2,551 $523K history
Mairs & Power 2026 Q2 <0.01% Reduce −2.0% 1,969 $404K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% Add +8.3% 1,094 $224K history
William Von Mueffling - Cantillon Capital Management exited 2026 Q2 last 2026 Q1 1.7% Exit −1.65% 1,019,710 $248M history

12 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
8-K 5.02,5.07,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 15, 2026 Filing Doc
4 Period Jul 29, 2026 Filing Doc
4 Period Jul 15, 2026 · 8 forms Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 15, 2026 · 2 forms Filing Doc
4 Period Apr 30, 2026 Filing Doc
4 Period Apr 28, 2026 Filing Doc
4 Period Apr 20, 2026 Filing Doc
4 Period Apr 15, 2026 · 8 forms Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $19.41B $21.5B $23.77B
Gross profit $17.06B $19.15B $21.22B
Gross margin * 87.9% 89.0% 89.3%
Net income $5.43B $5.56B $7.13B
Net margin * 28.0% 25.9% 30.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $11.08B $11.23B $10.16B
Total non-current assets * $18.7B $19B $19.33B
Total assets $29.78B $30.23B $29.5B
Total current liabilities $8.25B $10.52B $10.2B
Total non-current liabilities * $5.01B $5.6B $7.67B
Total equity $16.52B $14.1B $11.62B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.3B $8.06B $10.03B
Cash from investing $0.776B $0.149B -$1.19B
Cash from financing -$5.18B -$7.72B -$11.06B
Net change in cash $2.9B $0.472B -$2.18B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders