For informational purposes only — not investment advice

← Back to signals

SNOW

LONGINSIDER SELLCONGRESS BUY

SNOWFLAKE INC

Research: Finviz ↗·Perplexity ↗

Funds
6
Score
7.40
vs SPY
+29.2%
Stock return (since Q-end)
+33.2%
SPY return (since Q-end)
+4.0%
Current price
$338.99
Days to cover (short int.)
2.6d↑+3.9%
as of 2026-09-15

News Summary

Positive

Snowflake delivered a strong Q2 earnings beat with 62¢ adjusted EPS vs. 45¢ expected and raised full-year product revenue guidance to $6.07B (from $5.84B), driven by momentum in CoCo AI coding agent (9,100 accounts) and broader AI Data Cloud adoption. Non-GAAP operating margins expanded significantly to 15.3% YoY, with management now guiding to 14.5% adjusted operating margins for FY2027 and a path to GAAP profitability by Q4 FY2028.

Red flags

  • •Director Michael Speiser disposed of ~$17.45M in stock near recent highs, signaling potential valuation concerns despite overall bullish sentiment
  • •$3.5B convertible note issuance at 0% coupon suggests capital structure management ahead of potential margin normalization or growth investment needs

Funds Buying (6)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Point72Steve Cohen2.8M+2.7M$716M1.2%>+999%Existing
Maverick CapitalLee Ainslie978K+978K$249M2.2%—NEW
Viking GlobalAndreas Halvorsen960K+960K$244M0.7%—NEW
Whale Rock CapitalAlex Sacerdote885K+885K$225M1.8%—NEW
D1 CapitalDan Sundheim216K+216K$55M0.2%—NEW
Soros Fund ManagementSoros Family Office137K+89K$35M0.5%+186%Existing

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Portfolio Context

Where SNOW ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.

Point72

position #9 of this fund's book

  1. 6SEAGATE TECHNOLOGY HLDNGS PL$794M
  2. 7ADVANCED MICRO DEVICES INC$772M
  3. 8TAIWAN SEMICONDUCTOR MANUFAC$766M
  4. 9SNOWFLAKE INC$716M
  5. 10PROCTER & GAMBLE CO$634M
  6. 11RTX CORPORATION$626M
  7. 12CAPITAL ONE FINL CORP$507M
Maverick Capital

position #22 of this fund's book

  1. 19BOSTON SCIENTIFIC CORP$253M
  2. 20MONSTER BEVERAGE CORP NEW$253M
  3. 21DPC HOLDINGS PLC$252M
  4. 22SNOWFLAKE INC$249M
  5. 23INSMED INC$229M
  6. 24SHERWIN WILLIAMS CO$198M
  7. 25CAMDEN PPTY TR$195M
Whale Rock Capital

position #23 of this fund's book

  1. 20META PLATFORMS INC$257M
  2. 21WESTERN DIGITAL CORP$256M
  3. 22APPLOVIN CORP$238M
  4. 23SNOWFLAKE INC$225M
  5. 24TWILIO INC$170M
  6. 25SEAGATE TECHNOLOGY HLDNGS PL$143M
  7. 26KLAVIYO INC$83M

Values are quarter-end position sizes. Shown only for funds where SNOW ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
Speiser Michael L—SELL840$344.00$0.29M2026-10-02↗
Speiser Michael L—SELL13K$344.00$4.46M2026-10-02↗
Speiser Michael L—SELL840$344.00$0.29M2026-10-02↗
Speiser Michael L—SELL403$344.00$0.14M2026-10-02↗
Speiser Michael L—SELL34K$344.00$11.70M2026-10-02↗
Speiser Michael L—SELL840$344.00$0.29M2026-10-02↗
Speiser Michael L—SELL840$344.00$0.29M2026-10-02↗
Kleinerman ChristianEVP, Product ManagementSELL15K$341.57$5.12M2026-10-01↗
Dageville Benoit—SELL50K$339.08$16.95M2026-09-23↗
Beaulier Jonathan MeadChief Revenue OfficerSELL755$336.36$0.25M2026-09-23↗
Kleinerman ChristianEVP, Product ManagementSELL3K$344.50$0.90M2026-09-22↗
Slootman Frank—SELL3K$338.99$0.85M2026-09-21↗
Slootman Frank—SELL2K$330.17$0.64M2026-09-21↗
Slootman Frank—SELL2K$331.18$0.75M2026-09-21↗
Slootman Frank—SELL7K$332.26$2.22M2026-09-21↗
Slootman Frank—SELL6K$333.46$1.91M2026-09-21↗
Slootman Frank—SELL25K$334.35$8.41M2026-09-21↗
Slootman Frank—SELL25K$335.08$8.47M2026-09-21↗
Slootman Frank—SELL10K$336.29$3.31M2026-09-21↗
Slootman Frank—SELL16K$337.24$5.35M2026-09-21↗
Slootman Frank—SELL8K$338.12$2.55M2026-09-21↗
Slootman Frank—SELL79K$333.27$26.45M2026-09-18↗
Slootman Frank—SELL3K$335.23$0.95M2026-09-18↗
Slootman Frank—SELL4K$336.11$1.38M2026-09-18↗
Slootman Frank—SELL102$337.05$0.03M2026-09-18↗
Slootman Frank—SELL30K$338.61$10.19M2026-09-18↗
Slootman Frank—SELL24K$332.19$7.81M2026-09-18↗
Slootman Frank—SELL15K$331.35$5.03M2026-09-18↗
Slootman Frank—SELL42K$334.24$14.04M2026-09-18↗
Slootman Frank—SELL8K$318.51$2.61M2026-09-16↗
Ho EmilyChief Accounting OfficerSELL768$332.93$0.26M2026-09-16↗
Kleinerman ChristianEVP, Product ManagementSELL3K$318.51$0.95M2026-09-16↗
Beaulier Jonathan MeadChief Revenue OfficerSELL12K$336.12$4.13M2026-09-16↗
Raghunathan VivekSVP, EngineeringSELL4K$318.51$1.23M2026-09-16↗
Kleinerman ChristianEVP, Product ManagementSELL3K$335.72$0.92M2026-09-09↗
Dageville Benoit—SELL50K$335.72$16.79M2026-09-09↗
Speiser Michael L—SELL403$353.87$0.14M2026-09-04↗
Speiser Michael L—SELL840$353.87$0.30M2026-09-04↗
Speiser Michael L—SELL840$353.87$0.30M2026-09-04↗
Speiser Michael L—SELL840$353.87$0.30M2026-09-04↗
Speiser Michael L—SELL840$353.87$0.30M2026-09-04↗
Speiser Michael L—SELL34K$353.87$12.03M2026-09-04↗
GARRETT MARK—SELL50K$350.00$17.50M2026-09-04↗
Speiser Michael L—SELL13K$353.87$4.59M2026-09-04↗
Kleinerman ChristianEVP, Product ManagementSELL10K$380.00$3.80M2026-09-03↗
Kleinerman ChristianEVP, Product ManagementSELL15K$325.57$4.88M2026-09-01↗
Dageville Benoit—SELL50K$309.44$15.47M2026-08-26↗
Slootman Frank—SELL13K$319.06$4.04M2026-08-19↗
Slootman Frank—SELL18K$319.98$5.77M2026-08-19↗
Slootman Frank—SELL4K$320.89$1.37M2026-08-19↗
Slootman Frank—SELL4K$321.99$1.28M2026-08-19↗
Slootman Frank—SELL4K$322.88$1.20M2026-08-19↗
Slootman Frank—SELL4K$324.13$1.26M2026-08-19↗
Slootman Frank—SELL2K$324.88$0.78M2026-08-19↗
Slootman Frank—SELL60$325.82$0.02M2026-08-19↗
Slootman Frank—SELL4K$332.42$1.34M2026-08-18↗
Slootman Frank—SELL3K$333.37$1.02M2026-08-18↗
Slootman Frank—SELL11K$331.35$3.51M2026-08-18↗
Slootman Frank—SELL11K$322.09$3.56M2026-08-18↗
Slootman Frank—SELL40K$323.24$13.06M2026-08-18↗
Slootman Frank—SELL61K$324.10$19.88M2026-08-18↗
Slootman Frank—SELL43K$325.06$13.83M2026-08-18↗
Slootman Frank—SELL46K$325.96$15.09M2026-08-18↗
Slootman Frank—SELL9K$327.20$2.99M2026-08-18↗
Slootman Frank—SELL7K$328.07$2.16M2026-08-18↗
Slootman Frank—SELL4K$329.01$1.31M2026-08-18↗
Slootman Frank—SELL12K$330.34$3.97M2026-08-18↗
Dageville Benoit—SELL50K$335.70$16.79M2026-08-12↗
Speiser Michael L—SELL840$324.06$0.27M2026-08-07↗
Kleinerman ChristianEVP, Product ManagementSELL25K$325.00$8.13M2026-08-07↗
Kleinerman ChristianEVP, Product ManagementSELL5K$325.00$1.63M2026-08-07↗
Speiser Michael L—SELL403$324.06$0.13M2026-08-07↗
Speiser Michael L—SELL13K$324.06$4.20M2026-08-07↗
Speiser Michael L—SELL840$324.06$0.27M2026-08-07↗
Speiser Michael L—SELL840$324.06$0.27M2026-08-07↗
Speiser Michael L—SELL840$324.06$0.27M2026-08-07↗
Speiser Michael L—SELL34K$324.06$11.02M2026-08-07↗
Kleinerman ChristianEVP, Product ManagementSELL5K$293.99$1.47M2026-08-03↗
Kleinerman ChristianEVP, Product ManagementSELL5K$300.00$1.50M2026-08-03↗
Kleinerman ChristianEVP, Product ManagementSELL20K$300.00$6.00M2026-07-31↗
Kleinerman ChristianEVP, Product ManagementSELL5K$300.00$1.50M2026-07-31↗
Kleinerman ChristianEVP, Product ManagementSELL5K$300.00$1.50M2026-07-31↗
Dageville Benoit—SELL50K$280.00$14.00M2026-07-29↗
Slootman Frank—SELL2K$278.24$0.50M2026-07-21↗
Slootman Frank—SELL3K$277.54$0.75M2026-07-21↗
Slootman Frank—SELL2K$275.23$0.54M2026-07-21↗
Slootman Frank—SELL600$274.08$0.16M2026-07-21↗
Slootman Frank—SELL1K$272.83$0.29M2026-07-21↗
Slootman Frank—SELL1K$271.51$0.35M2026-07-21↗
Slootman Frank—SELL281$270.62$0.08M2026-07-21↗
Slootman Frank—SELL632$269.58$0.17M2026-07-21↗
Slootman Frank—SELL95K$274.51$26.09M2026-07-20↗
Slootman Frank—SELL958$267.76$0.26M2026-07-20↗
Slootman Frank—SELL808$269.48$0.22M2026-07-20↗
Slootman Frank—SELL10K$270.54$2.63M2026-07-20↗
Slootman Frank—SELL11K$271.42$3.08M2026-07-20↗
Slootman Frank—SELL25K$272.31$6.86M2026-07-20↗
Slootman Frank—SELL37K$273.47$10.00M2026-07-20↗
Slootman Frank—SELL60K$275.39$16.52M2026-07-20↗
Slootman Frank—SELL48K$276.26$13.28M2026-07-20↗
Slootman Frank—SELL2K$277.03$0.56M2026-07-20↗
Dageville Benoit—SELL50K$276.53$13.83M2026-07-15↗
Kleinerman ChristianEVP, Product ManagementSELL3K$275.00$0.69M2026-07-14↗
Speiser Michael L—SELL83$262.74$0.02M2026-07-06↗
Speiser Michael L—SELL150$262.06$0.04M2026-07-06↗
Speiser Michael L—SELL7$260.36$0.00M2026-07-06↗
Speiser Michael L—SELL14$259.76$0.00M2026-07-06↗
Speiser Michael L—SELL10$258.25$0.00M2026-07-06↗
Speiser Michael L—SELL29$257.45$0.01M2026-07-06↗
Speiser Michael L—SELL465$255.16$0.12M2026-07-06↗
Speiser Michael L—SELL28$254.52$0.01M2026-07-06↗
Speiser Michael L—SELL1$253.86$0.00M2026-07-06↗
Speiser Michael L—SELL53$263.91$0.01M2026-07-06↗
Speiser Michael L—SELL83$262.74$0.02M2026-07-06↗
Speiser Michael L—SELL150$262.06$0.04M2026-07-06↗
Speiser Michael L—SELL7$260.36$0.00M2026-07-06↗
Speiser Michael L—SELL14$259.76$0.00M2026-07-06↗
Speiser Michael L—SELL10$258.25$0.00M2026-07-06↗
Speiser Michael L—SELL29$257.45$0.01M2026-07-06↗
Speiser Michael L—SELL465$255.16$0.12M2026-07-06↗
Speiser Michael L—SELL28$254.52$0.01M2026-07-06↗
Speiser Michael L—SELL1$253.86$0.00M2026-07-06↗
Speiser Michael L—SELL53$263.91$0.01M2026-07-06↗
Speiser Michael L—SELL83$262.74$0.02M2026-07-06↗
Speiser Michael L—SELL150$262.06$0.04M2026-07-06↗
Speiser Michael L—SELL7$260.36$0.00M2026-07-06↗
Speiser Michael L—SELL14$259.76$0.00M2026-07-06↗
Speiser Michael L—SELL10$258.25$0.00M2026-07-06↗
Speiser Michael L—SELL29$257.45$0.01M2026-07-06↗
Speiser Michael L—SELL465$255.16$0.12M2026-07-06↗
Speiser Michael L—SELL28$254.52$0.01M2026-07-06↗
Speiser Michael L—SELL1$253.86$0.00M2026-07-06↗
Speiser Michael L—SELL53$263.91$0.01M2026-07-06↗
Speiser Michael L—SELL83$262.74$0.02M2026-07-06↗
Speiser Michael L—SELL150$262.06$0.04M2026-07-06↗
Speiser Michael L—SELL7$260.36$0.00M2026-07-06↗
Speiser Michael L—SELL14$259.76$0.00M2026-07-06↗
Speiser Michael L—SELL10$258.25$0.00M2026-07-06↗
Speiser Michael L—SELL29$257.45$0.01M2026-07-06↗
Speiser Michael L—SELL465$255.16$0.12M2026-07-06↗
Speiser Michael L—SELL28$254.52$0.01M2026-07-06↗
Speiser Michael L—SELL1$253.86$0.00M2026-07-06↗
Speiser Michael L—SELL2K$263.91$0.57M2026-07-06↗
Speiser Michael L—SELL3K$262.74$0.88M2026-07-06↗
Speiser Michael L—SELL6K$262.06$1.59M2026-07-06↗
Speiser Michael L—SELL301$260.36$0.08M2026-07-06↗
Speiser Michael L—SELL567$259.76$0.15M2026-07-06↗
Speiser Michael L—SELL400$258.25$0.10M2026-07-06↗
Speiser Michael L—SELL1K$257.45$0.30M2026-07-06↗
Speiser Michael L—SELL19K$255.16$4.80M2026-07-06↗
Speiser Michael L—SELL1K$254.52$0.29M2026-07-06↗
Speiser Michael L—SELL49$253.86$0.01M2026-07-06↗
Speiser Michael L—SELL25$263.91$0.01M2026-07-06↗
Speiser Michael L—SELL40$262.74$0.01M2026-07-06↗
Speiser Michael L—SELL72$262.06$0.02M2026-07-06↗
Speiser Michael L—SELL4$260.36$0.00M2026-07-06↗
Speiser Michael L—SELL7$259.76$0.00M2026-07-06↗
Speiser Michael L—SELL5$258.25$0.00M2026-07-06↗
Speiser Michael L—SELL14$257.45$0.00M2026-07-06↗
Speiser Michael L—SELL223$255.16$0.06M2026-07-06↗
Speiser Michael L—SELL12$254.52$0.00M2026-07-06↗
Speiser Michael L—SELL1$253.86$0.00M2026-07-06↗
Speiser Michael L—SELL818$263.91$0.22M2026-07-06↗
Speiser Michael L—SELL1K$262.74$0.34M2026-07-06↗
Speiser Michael L—SELL2K$262.06$0.61M2026-07-06↗
Speiser Michael L—SELL114$260.36$0.03M2026-07-06↗
Speiser Michael L—SELL216$259.76$0.06M2026-07-06↗
Speiser Michael L—SELL153$258.25$0.04M2026-07-06↗
Speiser Michael L—SELL446$257.45$0.11M2026-07-06↗
Speiser Michael L—SELL7K$255.16$1.83M2026-07-06↗
Speiser Michael L—SELL428$254.52$0.11M2026-07-06↗
Speiser Michael L—SELL18$253.86$0.00M2026-07-06↗
Briggs Teresa—SELL343$255.11$0.09M2026-07-06↗
Speiser Michael L—SELL53$263.91$0.01M2026-07-06↗
Dageville Benoit—SELL50K$254.64$12.73M2026-07-02↗
Briggs Teresa—SELL344$254.64$0.09M2026-07-02↗
Dageville Benoit—SELL141K$254.64$35.86M2026-07-02↗
Kleinerman ChristianEVP, Product ManagementSELL3K$258.56$0.65M2026-07-01↗

Beneficial Ownership (13D/13G)

FilerFormShares% of ClassFiledSrc
BlackRock, Inc.SC 13G/A22.3M6.4%2026-07-30↗
Vanguard Capital ManagementSC 13G17.7M5.1%2026-04-30↗

SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.

Congressional Trading

MemberChamberStateTypeAmount RangeTransaction DateFiledSrc
Gilbert CisneroshouseCA31BUY$1,001 - $15,0002026-08-072026-09-10↗

Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.