Assetmark Inc. Boosts Adobe Inc. Stake by 10%

Wealth management firm adds over 6,700 shares of software giant in Q4

Apr. 16, 2026 at 7:20am

Got story updates? Submit your updates here. ›

An extreme close-up of the intricate, metallic components and circuits of a powerful financial data server, representing the complex technological infrastructure that enables modern investment and wealth management.Assetmark's increased stake in Adobe highlights the software company's enduring appeal among institutional investors in the digital economy.San Jose Today

Assetmark Inc., a California-based wealth management firm, increased its stake in Adobe Inc. (NASDAQ: ADBE) by 10.4% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 72,228 shares of the software company's stock, valued at $25.3 million as of the end of the year.

Why it matters

This investment move by Assetmark highlights the continued confidence in Adobe's long-term growth potential among institutional investors, even as the stock has faced some market volatility in recent months. As a leading provider of creative and marketing software, Adobe remains a key player in the expanding digital media and experience economy.

The details

According to the 13F filing, Assetmark acquired an additional 6,788 shares of Adobe during the fourth quarter, bringing its total position to 72,228 shares. This represents a 10.4% increase in the firm's Adobe holdings compared to the prior quarter. Assetmark is one of many institutional investors that have maintained or grown their stakes in Adobe, which continues to be viewed as a long-term technology leader despite some near-term headwinds.

  • Assetmark Inc. filed its Q4 2025 13F report on April 16, 2026.

The players

Assetmark Inc.

A California-based wealth management firm that oversees over $72 billion in client assets.

Adobe Inc.

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

Got photos? Submit your photos here. ›

The takeaway

Assetmark's increased investment in Adobe reflects the software company's enduring appeal among institutional investors, who see long-term growth potential despite recent market volatility. As a leader in digital media and experience solutions, Adobe remains a key player in the evolving technology landscape.