Snowflake's Blowout Quarter Adds to a Software Sector Already Rallying on AI
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc.
Snowflake Inc. (SNOW)
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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. | 4,410,000 | $1,122,345,000 | +5% | 0.13% | |
| 2. | AQR Capital Management Cliff Asness | 4,430,546 | $1,112,776,022 | -10% | 0.39% |
| 3. | 3,052,500 | $776,861,250 | +96% | 0.09% | |
| 4. | Point72 Asset Management Steve Cohen | 2,813,766 | $716,103,447 | +2449% | 0.79% |
| 5. | Citadel Investment Group Ken Griffin | 2,007,109 | $510,809,241 | +117% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.09 | 76,200 | $9,989,012.28 | 1,632,225 | 2024-06-07 | Filing | |
| $158.52 | 31,542 | $5,000,037.84 | 31,542 | 2024-03-25 | Filing | |
| $165.45 | 3,030 | $501,313.50 | 11,687 | 2024-03-06 | Filing | |
| $163.80 | 1,831 | $299,917.80 | 8,657 | 2023-05-31 | Filing | |
| $139.06 | 20 | $2,781.20 | 1,244 | 2022-06-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $335.72 | 2,730 | $916,515.60 | 319,887 | 2026-09-09 | Filing | |
| $335.72 | 50,000 | $16,786,000.00 | 2,618,215 | 2026-09-09 | Filing | |
| $350.00 | 50,000 | $17,500,000.00 | 10,074 | 2026-09-04 | Filing | |
| $353.87 | 34,005 | $12,033,383.36 | 1,171,746 | 2026-09-04 | Filing | |
| $353.87 | 840 | $297,251.64 | 25,196 | 2026-09-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,405,420 | $7,992,679,273 | 0.12% | |
| 2. | 15,066,218 | $3,834,352,481 | 0.08% | |
| 3. | 12,878,536 | $3,277,587,412 | 0.15% | |
| 4. | 9,218,816 | $2,319,915,815 | 0.13% | |
| 5. | 7,957,874 | $2,025,278,933 | 0.06% |
News See All
Snowflake (SNOW) Is Growing Faster Now Than It Was A Year Ago
On September 2, Snowflake (NYSE:SNOW) reported second-quarter fiscal 2027 results that showed an unusual pattern for a company of its size: growth speeding up rather than slowing down.
Jim Cramer Said Snowflake Inc. (NYSE:SNOW)'s Q2 Was Great For AI
Data platform provider Snowflake Inc. (NYSE:SNOW)'s shares are up by nearly 50% over the past year.
2 ‘Strong Buy’ Trending Tech Stocks with Analysts Raising Price Targets – SNOW and PANW
Let’s look at two tech stocks which both recently reported earnings and walked away with a wave of Wall Street analysts’ price target hikes. We wil...
Snowflake’s (SNOW) Execution Is Exceptional, but Its Valuation Is Absurd
Snowflake ($SNOW) is executing exceptionally well, but its absurd valuation leaves the stock exposed to a sharp fall. The stock surged 17% after fi...
Is Snowflake Stock (SNOW) a Good Buy Now? Here’s Why AI Analysts Are Split
Shares in Snowflake ($SNOW), the cloud-based data platform provider, have climbed by roughly 54% year-to-date. SNOW stock also rallied by 16.55% on...
Snowflake and C3.ai Reported the Same Night. Only One AI Story Won
Snowflake and C3.ai both reported after the September 2 close, but Snowflake jumped 16.6% the next day while C3.ai gained only about 3.6%. The difference was not whether management used the word AI.
Snowflake (SNOW)'s AI Flywheel Transitions into a Growth Engine
Snowflake Inc. (NYSE:SNOW) continues to demonstrate that enterprise AI adoption is capable of expanding rather than disrupting its data-platform opportunity.
Most Active Stocks: Strategy (MSTR) Tops List with 74% Upside, Strong Buy Rating
Strategy ($MSTR), Robinhood ($HOOD), and Snowflake ($SNOW) were among the most active and best-performing stocks on Thursday, September 3. Of the t...
Snowflake vs. Oracle: Bernstein Says One Enterprise AI Stock Is Undervalued, While the Other Faces Uncertainty
Snowflake (NYSE:SNOW) and Oracle (NYSE:ORCL) both sit at the heart of the enterprise data boom, but they are benefiting from it in different ways. ...
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