Varenne Capital Partners Reduces Stake in Adobe Inc.

Institutional investor sells 5,634 shares of software company's stock

Mar. 4, 2026 at 2:09pm

Got story updates? Submit your updates here. ›

Varenne Capital Partners, an institutional investor, reduced its holdings in Adobe Inc. (NASDAQ:ADBE) by 10.7% in the third quarter, according to the company's recent 13F filing with the Securities and Exchange Commission. Varenne Capital Partners now owns 47,086 shares of the software company's stock, valued at approximately $16.61 million.

Why it matters

This filing provides insight into the investment decisions of Varenne Capital Partners, a notable institutional investor. The reduction in Adobe's stock holdings could signal a shift in the firm's outlook on the software company, which is a major player in the creative and digital experience software market.

The details

According to the 13F filing, Varenne Capital Partners sold 5,634 shares of Adobe stock during the third quarter. The institutional investor now holds a 3.2% stake in Adobe, making it the 13th largest position in its investment portfolio.

  • Varenne Capital Partners reduced its Adobe holdings in the third quarter of the year.

The players

Varenne Capital Partners

An institutional investor that manages a portfolio of investments, including a stake in Adobe Inc.

Adobe Inc.

A global software company that develops tools and services for creative professionals, marketers, and enterprises.

Got photos? Submit your photos here. ›

The takeaway

The reduction in Varenne Capital Partners' Adobe holdings could signal a shift in sentiment towards the software company, though the overall analyst and investor landscape remains mixed. Investors will be closely watching Adobe's upcoming earnings report and any updates on the company's ability to navigate increased competition, particularly in the AI-powered creative tools space.