Oracle vs. Adobe: One AI Software Stock Is a Buy, the Other Is Too Problematic, Says Goldman Sachs
Oracle (NYSE:ORCL) and Adobe (NASDAQ:ADBE) are two software giants trying to adapt to the new AI-driven paradigm, but both face huge challenges as ...
Adobe Inc. (ADBE)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 6,787,022 | $1,391,470,231 | -1% | 0.62% |
| 2. | 4,427,800 | $907,787,556 | +58% | 0.1% | |
| 3. | AQR Capital Management Cliff Asness | 3,928,010 | $805,006,263 | -8% | 0.28% |
| 4. | 3,202,100 | $656,494,542 | +87% | 0.08% | |
| 5. | Harris Associates Natixis Global Asset Management | 2,829,066 | $580,015,087 | +24% | 0.77% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $194.51 | 10,000 | $1,945,130.00 | 17,655 | 2026-06-25 | Filing | |
| $391.35 | 310 | $121,317.01 | 29,876 | 2025-03-20 | Filing | |
| $390.34 | 990 | $386,441.06 | 29,566 | 2025-03-20 | Filing | |
| $443.98 | 2,250 | $998,946.00 | 4,984 | 2025-01-28 | Filing | |
| $567.03 | 15 | $8,505.38 | 55 | 2024-01-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $251.76 | 638 | $160,623.01 | 238,724 | 2026-09-17 | Filing | |
| $251.02 | 9,978 | $2,504,714.48 | 239,362 | 2026-09-17 | Filing | |
| $250.19 | 17,595 | $4,402,036.75 | 249,340 | 2026-09-17 | Filing | |
| $249.17 | 10,313 | $2,569,707.74 | 266,935 | 2026-09-17 | Filing | |
| $248.14 | 7,168 | $1,778,686.87 | 277,248 | 2026-09-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 41,156,085 | $8,437,820,636 | 0.13% | |
| 2. | 26,405,210 | $5,413,596,154 | 0.12% | |
| 3. | 20,515,508 | $4,206,089,450 | 0.12% | |
| 4. | 14,654,959 | $3,004,559,746 | 0.24% | |
| 5. | 11,615,763 | $2,377,600,288 | 0.13% |
News See All
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Jim Cramer Discusses Adobe Inc. (NASDAQ:ADBE) & "False" Cuts
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