Pure Storage, Inc. (PSTG): A Bull Case Theory
We came across a bullish thesis on Pure Storage, Inc. on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on PSTG.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Renaissance Technologies Jim Simons | 3,843,112 | $221,286,389 | +2% | 0.29% |
2. | Atreides Management Gavin Baker | 3,552,486 | $204,552,144 | 5.68% | |
3. | AQR Capital Management Cliff Asness | 1,938,125 | $110,473,119 | +159% | 0.09% |
4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,485,934 | $85,560,080 | -43% | 0.45% |
5. | Turiya Advisors Davide Erro | 772,317 | $44,470,013 | 18.42% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$9.46 | 52,400 | $495,766.88 | 52,400 | 2017-03-03 | Filing | |
$0.00 | 150,548 | $0.00 | 673,474 | 2019-03-20 | Filing | |
$10.23 | 24,375 | $249,334.31 | 24,375 | 2017-03-15 | Filing | |
$10.12 | 50,000 | $505,945.00 | 50,000 | 2016-06-16 | Filing | |
$10.12 | 4,200 | $42,499.38 | 4,200 | 2016-06-16 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$93.04 | 41,295 | $3,842,086.80 | 200,000 | 2025-10-14 | Filing | |
$92.38 | 49,058 | $4,531,978.04 | 241,295 | 2025-10-14 | Filing | |
$91.31 | 4,289 | $391,628.59 | 290,353 | 2025-10-14 | Filing | |
$90.19 | 5,358 | $483,238.02 | 294,642 | 2025-10-14 | Filing | |
$84.91 | 9,091 | $771,916.81 | 107,353 | 2025-10-01 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,252,289 | $104,954,341 | 0.7% | |
2. | 261,907 | $21,950,426 | 0.02% | |
3. | 206,719 | $17,325,119 | 4.84% | |
4. | 199,030 | $16,680,704 | 0.06% | |
5. | 198,233 | $16,613,908 | 0.02% |