Robertson Stephens Wealth Management, LLC
Position in ADBE — Adobe Inc.
CIK 1767307
San Francisco, CA
Position in ADBE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$498,813
-$225,322 QoQ
Shares Held
2,433
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,168
of 1,959 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. ADBE ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNG |
RingCentral, Inc.
|
63,981 | $2,493,979 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,732 | $2,434,101 | |
| 3 | CRM |
Salesforce, Inc.
|
14,817 | $2,321,231 | |
| 4 | ADBE |
Adobe Inc.
This page
|
2,433 | $498,813 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,127 | $476,341 | |
| 6 | DDOG |
Datadog, Inc.
|
1,634 | $425,428 | |
| 7 | MSTR |
Strategy Inc
|
4,876 | $423,870 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,595 | $356,911 |
All Filings in ADBE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,813 | 2,433 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $724,135 | 2,979 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,188,916 | 3,397 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,278,718 | 3,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,514,248 | 3,914 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,688,682 | 4,403 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,209,614 | 4,969 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,818,276 | 5,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,708,813 | 4,876 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,311,068 | 4,580 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,994,335 | 5,019 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,140,050 | 4,197 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,952,048 | 3,992 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,413,922 | 3,669 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $600,032 | 1,783 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $774,688 | 2,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,646 | 1,242 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $564,057 | 1,238 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $346,473 | 611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $349,462 | 607 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $595,595 | 1,017 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $303,286 | 638 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $715,046 | 1,458 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||