Stocklore

Adobe Inc. (ADBE)

Software · US stock

What changed in recent filings

  • Revenue +13% YoYQuarter ended May 29, 2026
  • Institutions — 8 new · 2 added · 1 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyNov 28, 2025 → May 29, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Adobe Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 13
2019 Q1 · 132019 Q2 · 132019 Q3 · 132019 Q4 · 132020 Q1 · 102020 Q2 · 102020 Q3 · 102020 Q4 · 122021 Q1 · 102021 Q2 · 62021 Q3 · 72021 Q4 · 72022 Q1 · 62022 Q2 · 72022 Q3 · 82022 Q4 · 102023 Q1 · 82023 Q2 · 92023 Q3 · 102023 Q4 · 102024 Q1 · 112024 Q2 · 132024 Q3 · 112024 Q4 · 82025 Q1 · 82025 Q2 · 52025 Q3 · 42025 Q4 · 62026 Q1 · 42026 Q2 · 11
19 Q122 Q326 Q2

2019 Q1: 13 → 2026 Q2: 11 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Adobe Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.33% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.07% of portfolio · since 2021 Q2
  • Baillie Gifford & Counder 0.01% of portfolio · since 2025 Q3
  • Soros Fund ManagementNew this quarter0.06% of portfolio · since 2026 Q2
  • Harris Associates (Oakmark)0.77% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.25% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.16% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.63% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Managementunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Runs creative software like Photoshop and Illustrator plus a marketing-analytics platform as subscription SaaS. It is rapidly integrating Firefly generative-AI features.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Adobe Inc. is classified under the Software sector. See peers below.

Adobe Inc. key financials

Based on SEC filings · as of May 29, 2026

61.3%
0.42x
as of May 29, 2026

Tap a metric name to see its meaning in the glossary.

Adobe Inc. vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.5%vs benchmark 21.1%↓ below
Operating margin
33.8%vs benchmark 4.9%↑ above
Net margin
28.7%vs benchmark 10.1%↑ above
ROE
61.3%vs benchmark 4.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ADBE revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-05-29 revenue was $6.6B, +12.7% YoY.

The largest segment is Subscription Revenue, 96.9% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Subscription Revenue segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Adobe Inc.

Per SEC N-PORT · 2026-05-31 · by weight · factual

QQQMInvesco NASDAQ 100 ETF
0.46%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.46%
QQQInvesco QQQ Trust, Series 1
0.36%
RSPInvesco S&P 500 Equal Weight ETF
0.17%
VTVVANGUARD VALUE INDEX FUND
0.16%
VUGVANGUARD GROWTH INDEX FUND
0.13%
SPY
0.13%
VOOVANGUARD 500 INDEX FUND
0.13%
IVViShares Core S&P 500 ETF
0.13%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.11%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.11%

ADBE on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full ADBE analysis →

Peers · Software

ADBE FAQ

What is Adobe Inc. (ADBE)?

Runs creative software like Photoshop and Illustrator plus a marketing-analytics platform as subscription SaaS. It is rapidly integrating Firefly generative-AI features.

What sector is Adobe Inc. in?

Adobe Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Adobe Inc.'s key financials?

As of May 29, 2026 in SEC filings: Revenue growth (YoY) 11.5%, Operating margin 33.8%, Net margin 28.7%, ROE 61.3%, Debt-to-equity 0.42x. Definitions and interpretation are available on Stocklore.

What are Adobe Inc.'s main revenue segments?

The largest segment is Subscription Revenue, about 96.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Adobe Inc. (ADBE) stock?

On Stocklore you can see ADBE's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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