ADOBE INC (ADBE) Stock Institutional Trading Activity
ADOBE INC (ADBE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, Renaissance Technologies LLC, Cantillon Capital Management, Jensen Investment Management, and Lindsell Train. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2024 | Joho Capital | Buy | 90,700 | 174,000 | $87,800,400 |
| Q1 2024 | Appaloosa Management | Buy | 205,000 | 350,000 | $176,610,000 |
| Q1 2024 | Cantillon Capital Management | Buy | 77,309 | 459,715 | $231,972,189 |
| Q1 2024 | Parnassus Endeavor Fund | Buy | 73,588 | 663,014 | $334,556,865 |
| Q1 2024 | Polen Capital Management | Sell | -1,318,865 | 2,836,122 | $1,431,107,147 |
| Q1 2024 | Viking Global Investors | Buy | 245,140 | 562,548 | $283,861,721 |
| Q1 2024 | Jensen Investment Management | Sell | -20 | 44,162 | $22,284,145 |
| Q4 2023 | Dodge & Cox Stock Fund | Sell | -74 | 22,070 | $13,166,962 |
| Q4 2023 | Mairs & Power Growth Fund | Buy | 10 | 1,860 | $1,109,676 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 3,935 | 9,594 | $5,723,486 |
| Q4 2023 | Alapocas Investment Partners | Buy | 50 | 21,502 | $12,828,093 |
| Q4 2023 | Joho Capital | Buy | 82,115 | 83,300 | $49,696,780 |
| Q4 2023 | Cantillon Capital Management | Sell | -9,214 | 382,406 | $228,143,419 |
| Q4 2023 | Parnassus Endeavor Fund | Sell | -1,263,111 | 589,426 | $351,651,551 |
| Q4 2023 | Polen Capital Management | Sell | -169,066 | 4,154,987 | $2,479,043,938 |
| Q4 2023 | Torray Fund | Sell | -1,210 | 12,399 | $7,397,243 |
| Q4 2023 | Jensen Investment Management | Sell | -735 | 44,182 | $26,358,981 |
| Q3 2023 | Dodge & Cox Stock Fund | Sell | -77 | 22,144 | $11,291,226 |
| Q3 2023 | Mairs & Power Growth Fund | Sell | -367 | 1,850 | $943,315 |
| Q3 2023 | Bill & Melinda Gates Foundation Trust | Buy | 5,485 | 5,485 | $2,796,802 |
| Q3 2023 | Sequoia Financial Advisors | Sell | -4 | 5,659 | $2,885,482 |
| Q3 2023 | Hillman Value Fund | Sell | -582 | 15,203 | $7,752,010 |
| Q3 2023 | Alapocas Investment Partners | Buy | 162 | 21,452 | $10,938,375 |
| Q3 2023 | Cantillon Capital Management | Sell | -1,532 | 391,620 | $199,687,038 |
| Q3 2023 | Parnassus Endeavor Fund | Sell | -33,378 | 1,852,537 | $944,608,616 |
| Q3 2023 | Polen Capital Management | Sell | -307,486 | 4,324,053 | $2,204,834,451 |
| Q3 2023 | Torray Fund | Sell | -530 | 13,609 | $6,939,229 |
| Q3 2023 | Jensen Investment Management | Sell | -112 | 44,917 | $22,903,178 |
| Q2 2023 | Dodge & Cox Stock Fund | Sell | -200 | 22,221 | $10,865,847 |
| Q2 2023 | Torray Fund | Sell | -181 | 14,139 | $6,913,830 |
Frequently asked questions about ADBE activity
Which institutional owners are buying ADBE?
Institutional owners buying ADBE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ADBE activity?
"Buy" means an investor increased their reported position in ADBE compared to the prior reporting period. This reflects growing exposure to ADOBE INC (ADBE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ADBE increasing?
Institutional interest in ADBE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.