ADBE
Adobe Inc
12 of the 83 super-investors we track hold ADBE, worth a combined $1.50B per their latest 13F filings. The largest position: Hillman Capital Management at 2.6% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 40 of 100 (how strongly the cohort backs it) — ranked #122 of 742 stocks. Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Why super-investors own ADBE
ADBE is held by 12 super-investors in our cohort, with a combined position value of $1.5B. The highest-conviction owner is Hillman Capital Management at 2.6% of their portfolio. Cohort ownership has shrunk from 12 to 11 over the last four quarters — net interest is fading. This quarter the cohort registered 1 added, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.3% | 40q | $639M | 3,114,932 |
| 2 | Bill Nygren | 0.8% | 5q | $580M | 2,829,066 |
| 3 | Joel Greenblatt | 0.1% | 40q | $178M | 868,358 |
| 4 | Samantha McLemore | 2.5% | 2q | $74M | 361,126 |
| 5 | Christopher Davis | 0.1% | 2q | $14M | 67,894 |
| 6 | Jensen Investment Management | 0.2% | 40q | $7M | 33,545 |
| 7 | Robert Olstein | 1.3% | 4q | $6M | 25,000 |
| 8 | Hillman Capital Management | 2.6% | 17q | $4M | 17,288 |
| 9 | Polen Capital Management | <0.1% | 40q | $2M | 7,581 |
| 10 | Lindsell Train | 0.1% | 25q | $1M | 7,000 |
| 11 | Mairs & Power Funds | <0.1% | 40q | $404K | 1,969 |
| 12 | Richard Pzena | <0.1% | 5q | $224K | 1,094 |
- 1Dodge & Cox Fundsport0.3%val$639M3,114,932 sh·40q held
- 2Bill Nygrenport0.8%val$580M2,829,066 sh·5q held
- 3Joel Greenblattport0.1%val$178M868,358 sh·40q held
- 4Samantha McLemoreport2.5%val$74M361,126 sh·2q held
- 5Christopher Davisport0.1%val$14M67,894 sh·2q held
- 6Jensen Investment Managementport0.2%val$7M33,545 sh·40q held
- 7Robert Olsteinport1.3%val$6M25,000 sh·4q held
- 8Hillman Capital Managementport2.6%val$4M17,288 sh·17q held
- 9Polen Capital Managementport<0.1%val$2M7,581 sh·40q held
- 10Lindsell Trainport0.1%val$1M7,000 sh·25q held
- 11Mairs & Power Fundsport<0.1%val$404K1,969 sh·40q held
- 12Richard Pzenaport<0.1%val$224K1,094 sh·5q held
Owners of ADBE also hold
Congress is trading ADBE
Congress tracker →- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Tony Wiedsold$1,001 - $15,000 · 2026-07-14
- Rohit Khannasold$1,001 - $15,000 · 2026-07-07
- Tony Wiedbought$50,001 - $100,000 · 2026-06-09
- Rohit Khannabought$1,001 - $15,000 · 2026-06-02
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-05-15
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | ADD | 2.5% | +21% | $74M | Aug 13, 2026 |
| William Von Mueffling | EXIT | 1.6% | -100% | $0 | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 00724F101. Not investment advice.