Follow-The-Filings

Security

Adobe Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

26 owners 3 new 3 exits max 2.7% (Hillman Capital Managemen...)

owners 26
rank #79
master % 0.09%
max % 2.7%
tracked value $23.9B
qoq N 3 A 8 R 10 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Hillman Capital Management, Inc. 2026 Q1 2.7% Add +1.13 pp 16,200 $3.9B hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 2.6% New 2.6% 297,279 $72M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.3% Exit -1.33 pp 25,000 $6M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.7% New 0.7% 2,293,821 $558M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.5% Add +0.04 pp 4,232,040 $1B hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.37 pp 741,976 $260M hist
Renaissance Technologies LLC 2026 Q1 0.4% Add -0.04 pp 925,270 $225M hist
Dodge & Cox 2026 Q1 0.3% Add -0.08 pp 2,495,595 $607M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.24 pp 6,500,657 $2.3B hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Reduce -0.01 pp 41,283,446 $14.4B hist
Jensen Investment Management Inc. 2026 Q1 0.2% Reduce -0.03 pp 33,832 $8M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 171,067 $42M hist
Ancora Advisors LLC 2026 Q1 0.1% Add -0.03 pp 19,541 $5M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.05 pp 363,068 $88M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.25 pp 367,208 $89M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.1% New 0.1% 45,139 $11M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 0.1% 7,000 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 366,902 $89M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.07 pp 84,086 $20M hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce -1.99 pp 11,868 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 249,068 $61M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -0.46 pp 124,904 $30M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 12,255 $3M hist
Mairs & Power Inc. 2026 Q1 0.0% 2,009 $488 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -1.63 pp 1,312 $319 hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.0% Add 0.00 pp 1,010 $246 hist
William Von Mueffling - Cantillon Capital Management LLC exited 2026 Q2 last 2026 Q1 1.7% Exit -1.65 pp 1,019,710 $248M hist
Philippe Laffont - Coatue Management LLC exited 2026 Q1 last 2025 Q4 0.8% Exit -0.77 pp 874,150 $306M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 14,103 $5M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4
8-K 5.02
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
10-Q 10-Q
8-K 2.02,5.02,9.01
4 FORM 4
4 FORM 4
4 FORM 4
8-K 5.02,5.07,8.01,9.01
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4

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 $776M $149M -$1.19B
Cash from financing -$5.18B -$7.72B -$11.06B
Net change in cash $2.9B $472M -$2.18B

ownership over time

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