SNOW
Snowflake Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -9.5% ·
flujo de acciones -9.8% ·
nuevas posiciones netas -10.5%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 919.28K | $310.04M | +1 | n/a |
| Q2 2026 | 169 | -1 | 211.98M | $53.87B | +9 | −11 |
| Q1 2026 | 174 | -2 | 200.83M | $30.34B | +4 | −7 |
| Q4 2025 | 175 | +1 | 223.42M | $48.97B | +3 | −1 |
| Q3 2025 | 27 | +1 | 130.76M | $29.49B | +2 | −2 |
| Q2 2025 | 24 | +2 | 95.44M | $21.35B | +2 | n/a |
| Q1 2025 | 19 | -2 | 34.00M | $4.96B | n/a | −2 |
| Q4 2024 | 21 | 0 | 37.70M | $5.82B | n/a | n/a |
| Q3 2024 | 20 | 0 | 32.62M | $3.75B | n/a | n/a |
| Q2 2024 | 20 | n/a | 34.24M | $4.62B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 6.79M | -1.1% | $992.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 4.73M | +19.2% | $691.69M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (pasivo) | 4.29M | +3.0% | $625.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (pasivo) | 4.09M | -36.1% | $598.02M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 3.17M | +346.2% | $456.43M | 0.5% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Altimeter Capital ✦ | 2.95M | -40.8% | $430.79M | 8.7% | ▼ Trim | 4 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 2.93M | +8.2% | $428.06M | 0.4% | ▲ Add | 4 | SEC ↗ ×4 |
| 8 | Two Sigma Investments ✦ | 1.65M | +16.3% | $240.92M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 852.13K | +16.9% | $124.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 691.03K | -60.1% | $101.00M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 567.69K | +27.2% | $82.97M | 0.7% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 459.81K | -44.0% | $67.21M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 382.13K | -37.1% | $55.85M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 194.37K | +79.1% | $28.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Soros Fund Management ✦ | 141.32K | +68.8% | $20.66M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 82.91K | -93.1% | $12.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 12.56K | -94.2% | $1.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 9.21K | -96.2% | $1.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 2.18K | -70.4% | $318,921 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $25.94M | era 0.0% |
| Adage Capital Partners | $16.60M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,267 tenedores, 241.37M acciones, $35.53B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 50.00K acc. · $16.67M
Director · 50.00K acc. · $16.95M
Officer · 755 acc. · $253,953
Officer · 2.62K acc. · $903,279
Director · 7.53K acc. · $2.55M
Director · 6.67K acc. · $2.22M
Director · 25.27K acc. · $8.47M
Director · 25.16K acc. · $8.41M
Director · 9.84K acc. · $3.31M
Director · 2.51K acc. · $850,875
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología