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Adobe Inc.

ADBE Technology
$249.32 $-20.46 (-7.58%)
Market Cap: $102.35 B
Gurus Holding
17
Popularity Rank
#71
% of Shares Held
2.35%
Net Activity (Q4 2025)
-$221.06 M

Guru Ownership Trend

Guru Analysis for Adobe Inc. (ADBE)

Adobe Inc. (ADBE), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.39 B.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $221.06 M net outflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 756.6%. Conversely, Mario Gabelli reduced exposure by 42.6%.

Key Holders

Top 5 by Value

$1.39 B
$815.51 M
$446.26 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$63.94 M
Total Buy Value
New Buys 3
Additions 6
-$285 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
9

FAQs for Adobe Inc. (ADBE)

Major holders include Ken Fisher ($1.39 B), Cliff Asness ($815.51 M), Ray Dalio ($446.26 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 9.59 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $221.06 M, with 9 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited ADBE. The total reported sell value was $285 M.

Yes, 3 managers opened new positions in ADBE, and 6 increased their existing holdings. The total reported buy value was $63.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.47% Reduce -6.4% 3,961,853 $1.39 B Q4 2025
0.43% Reduce -9.9% 2,330,096 $815.51 M Q4 2025
1.63% Add 1.0% 1,275,055 $446.26 M Q4 2025
1.77% Reduce -3.5% 988,179 $345.85 M Q4 2025
0.39% Reduce -24.2% 725,003 $253.74 M Q4 2025
0.13% Add 8.9% 104,127 $36.44 M Q4 2025
0.07% Add 756.6% 73,643 $25.77 M Q4 2025
0.05% New Buy 71,526 $25.03 M Q4 2025
1.15% Add 4.9% 16,000 $5.6 M Q4 2025
0.05% New Buy 14,103 $4.94 M Q4 2025
0.02% Add 352.8% 13,268 $4.64 M Q4 2025
1.60% Reduce -13.9% 7,269 $2.54 M Q4 2025
0.01% Reduce -1.0% 2,009 $703,130 Q4 2025
0.00% Reduce -42.6% 1,485 $519,735 Q4 2025
0.00% Add 4.4% 837 $292,942 Q4 2025
0.03% 636 $222,594 Q4 2025
0.00% New Buy 20 $7,050 Q4 2025
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