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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Silver Heights Capital Management's ADBE Position: Q1 2026 in Review

Silver Heights Capital Management increased its Adobe (ADBE) stake by 57% in Q1 2026, buying an estimated $15.3M and bringing the position to 153,178 shares worth $37.2M. The position accounts for 14.31% of the portfolio, ranked #4.

Silver Heights Capital Management first reported a position in ADBE in Q4 2025 and has held it in 2 quarters since. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Silver Heights Capital Management held 153,178 shares of Adobe worth $37.2M as of Q1 2026.
  • Silver Heights Capital Management bought 55,341 Adobe shares in Q1 2026, an estimated $15.3M.
  • Adobe made up 14.31% of Silver Heights Capital Management's portfolio in Q1 2026, its #4 holding.
  • Silver Heights Capital Management first reported a position in Adobe in Q4 2025 and has held it in 2 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Silver Heights Capital Management's 13F filing for Q1 2026, filed 13 May 2026.