Investigate / reported ownership
ADBE
Adobe Inc
12 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning ADBE?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Adobe offers an integrated creative-content platform spanning ideation, creation, production and activation across media types and channels.
Question to investigate: Can Adobe turn AI features and a unified platform into adoption and monetization across its two customer groups without losing ground to competitors?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Samantha McLemore · 2026Q2 · filed 2026-08-13 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Lindsell Train · 2026Q2 · filed 2026-07-15 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
A material reported change · Q2 2026
Joel Greenblatt increased reported ADBE shares by 248.6%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.1% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| 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 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
-16.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-6.3% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 13, 2026
44d lag
-9.4% vs SPY
35 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 13, 2026
44d lag
-9.4% vs SPY
35 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 29, 2026
29d lag
-8.1% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
+4.1% vs SPY
62 sessions after disclosure
direction not supported so far
Keep your next step small.
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Long US 13F disclosures omit shorts and can be amended. CUSIP 00724F101. No current price, valuation or manager motive is inferred.