Exited position

Dev Kantesaria’s Adobe (ADBE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares246.31KHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported Adobe in Q2 2020. The reported position was increased across later filings. The latest verified relationship event shows that Valley Forge Capital Management sold the entire position in Q2 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2023
Sold the entire position−246.31K shares · No shares reported at quarter-end
Q4 2021
Bought 23.1% more+46.23K shares · 246.31K shares reported after the change
Filing context

Quarter-end price $567.06 · Estimated holding basis $487.39

Q3 2021
Bought 3.0% more+5.89K shares · 200.08K shares reported after the change
Filing context

Quarter-end price $575.72 · Estimated holding basis $468.98

Q2 2021
Bought 3.7% more+7.00K shares · 194.19K shares reported after the change
Filing context

Quarter-end price $585.64 · Estimated holding basis $465.74

Q1 2021
Bought 132.5% more+106.69K shares · 187.19K shares reported after the change
Filing context

Quarter-end price $475.37 · Estimated holding basis $461.26

Q4 2020
Bought 12.6% more+9.00K shares · 80.50K shares reported after the change
Filing context

Quarter-end price $500.12 · Estimated holding basis $442.56

6 unchanged quarters are collapsed by default.

Portfolio importance

How important was Adobe in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight3.6%Q1 2023
Last reported rank#7of 9 reported positions
Peak portfolio weight5.3%Q4 2021
Best historical rank#6Q1 2021
At peak importanceQ4 2021
ADBE
5.3%
Largest holding
19.9%
Cross-investor discovery

Who else owns Adobe?

Also reported by 3 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
ADBE0.1% of reported portfolio
George SorosSoros Fund Management
ADBE0.1% of reported portfolio
Joel GreenblattGotham Asset Management
ADBE0.0% of reported portfolio
Explore Adobe across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$252.232026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Adobe stock page →

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.