Stock thesis

Snowflake Inc.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

Snowflake provides a cloud data platform for data warehousing, analytics, data sharing, and application development.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

5 tracked funds report SNOW in their latest available 13F, representing $581.8M of combined reported value on this page.

Counter-evidence

3 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

5 holders

Fund	Move	Read	Value	Weight
Jericho Capital Asset Management position history Q1 2026 · filed May 15, 2026 · SEC filing	+1%	reported share count increased	$240,071,958	3.55%
Deepwater Asset Management position history Q2 2026 · filed Aug 6, 2026 · SEC filing	+2%	reported share count increased	$7,182,245	3.26%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily