ADBE
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.8 | P/B | 11.53 |
| EPS (TTM) | 17.92 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 40.8M | 0.2% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 26.7M | n/a | n/a |
| State Street | 19.9M | 0.2% | −3% |
| Geode Capital Management | 11.7M | 0.2% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.0M | n/a | n/a |
| Invesco Ltd | 8.6M | n/a | n/a |
Top institutional owners for ADBE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 18 | NARAYEN SHANTANU | SELL | 638 | −$161K |
| JUL 31 | Forusz Jillian | SELL | 416 | −$110K |
| JUN 26 | Ricks David A | BUY | 10K | +$2M |
| MAY 01 | Forusz Jillian | SELL | 755 | −$186K |
| APR 30 | NARAYEN SHANTANU | SELL | 10K | −$3M |
| APR 22 | Durn Daniel | SELL | 1K | −$331K |
1 insider buy, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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