LongADBEJun 2026
Adobe Inc.
Polaris added Adobe after the shares fell well below their 2021 peak. The fund highlights the stickiness of Adobe's professional user base and the positive reception of Firefly…
ADBE
Which hedge funds are long ADBE?
2 published ideas on Adobe Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Adobe Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongADBEJun 2026
Adobe Inc.
Polaris added Adobe after its share price had fallen well below its 2021 peak. The manager sees substantial value in Adobe's deeply embedded professional user base, which makes…