SHCM
ADBE icon

Silver Heights Capital Management’s Adobe ADBE Stock Holding History

Silver Heights Capital Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.4M Buy
221,426
+68,248
+45% +$16.2M 14.01% 4
2026
Q1 		$37.2M Buy
153,178
+55,341
+57% +$15.3M 14.31% 4
2025
Q4 		$34.2M Buy
+97,837
New +$33.3M 13.59% 4

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Silver Heights Capital Management's ADBE Position: Q2 2026 in Review

Silver Heights Capital Management increased its Adobe (ADBE) stake by 45% in Q2 2026, buying an estimated $16.2M and bringing the position to 221,426 shares worth $45.4M. The position accounts for 14.01% of the portfolio, ranked #4.

Silver Heights Capital Management first reported a position in ADBE in Q4 2025 and has held it in 3 quarters since. 2,004 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Silver Heights Capital Management held 221,426 shares of Adobe worth $45.4M as of Q2 2026.
  • Silver Heights Capital Management bought 68,248 Adobe shares in Q2 2026, an estimated $16.2M.
  • Adobe made up 14.01% of Silver Heights Capital Management's portfolio in Q2 2026, its #4 holding.
  • Silver Heights Capital Management first reported a position in Adobe in Q4 2025 and has held it in 3 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Silver Heights Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.