Bowie Capital Management Boosts Adobe Holdings

Investment firm increases stake in software giant by 16.6% in Q3

Published on Mar. 8, 2026

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Bowie Capital Management LLC increased its stake in Adobe Inc. (NASDAQ:ADBE) by 16.6% in the 3rd quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The fund now owns 252,836 shares of the software company's stock, worth approximately $89.2 million and representing about 0.06% of Adobe's total shares outstanding.

Why it matters

This filing provides insight into the investment strategies and portfolio decisions of Bowie Capital Management, a notable institutional investor. Tracking changes in major shareholders' positions can offer clues about a company's performance and outlook from the perspective of sophisticated market participants.

The details

According to the 13F, Bowie Capital Management purchased an additional 35,961 shares of Adobe during the third quarter, bringing its total position to 252,836 shares. This represents a 16.6% increase in the firm's Adobe holdings compared to the prior quarter. Adobe accounts for about 3.9% of Bowie Capital's overall portfolio, making it the 17th largest position.

  • Bowie Capital Management increased its Adobe stake in the 3rd quarter of 2026.

The players

Bowie Capital Management LLC

An investment management firm that oversees a portfolio of public equities.

Adobe Inc.

A global software company that develops creative, marketing and document management tools and services.

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The takeaway

This filing indicates that Bowie Capital Management sees continued value and growth potential in Adobe's business, as evidenced by the firm's increased stake in the software company. Investors may want to monitor Adobe's performance and Bowie Capital's future portfolio moves for insights into the stock's outlook.