ActivistsInvestorsTrumpPoliticiansSerenityCitriniBurrySemianalysisSwingTradeArbitrageSearch

$RDDT:NYSE · REDDIT INC

Sector: consumermedia

Conviction from: S&PSerenity

Tradable on: Bitget →

52-week range: 119.27263.50

Reddit operates a social platform of user-created communities where members share content and discussions, generating revenue primarily from advertising and data licensing.

7 tracked filer(s) hold this · 1 opened, 4 added, 2 trimmed in 30-JUN-2026

Aggregate 13FScore 59 — mean of 7 scored holder(s) · buyers (new/add) avg 61. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Stanley Druckenmiller / Duquesne95New buy56,550$9,8160.2%
Bridgewater56Added +274%257,428$44,684,3520.2%
Ancora40Added +293%589$102,2390.0%
Paul Tudor Jones / Tudor63Added +11%133,100$23,103,4980.0%
Louis Bacon / Moore53Added +611%12,577$2,183,1160.0%
Steve Cohen / Point7276Trimmed -38%138,600$24,058,1880.0%
George Soros / Soros Fund Mgmt33Trimmed -54%11,003$1,909,9010.0%

Beyond 13F — activists, insiders, politicians & research

Activist 13D filings daily digest →

FiledFormActivist% of classConviction
2026-05-06SCHEDULE 13D/AHuffman Steve Ladd24.8%Medfiling

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-03-17FARRELL SARAH Edirector10,500$1,388,730Form 4
2026-02-12FARRELL SARAH Edirector50,500$7,482,139Form 4

Trump & executive branch trades all Trump/exec trades →

2 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Bullish · 40 mention(s), 4 personal-position post(s) · first 2025-10-18 · last 2026-09-20

“I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ). The US fast food burger chain. And the stock price is now up 20% overnight. Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfolios go to 0 from 0DTE options. (No positions, just found it amusing) I wonder if it’s going to wor…” post →

All 40 tweet(s) mentioning this ticker
DateTweet
2026-09-20T23:52:14@Pau1R0b $RDDT will probably get more accounts + revenue from AI bots that act like human so I’d guess earnings beat. Changing public opinion with AI is really bad for democracy and long term platform health though. → · 78 likes · 15,800 views
2026-09-20T23:47:18@cchronobreakk I mean Sam Altman was working on iris scan with his World project, so he probably saw it coming. But human verification is probably needed across the board now for each account. $RDDT doesn’t require much so platforms like that are first to be manipulated. → · 61 likes · 15,122 views
2026-09-20T23:38:28The internet is now cooked soon? With $RDDT to other social media like X more at risk due to AI. You can have new decision models like Jev making autonomous computer interaction at near $0 cost. (With actions becoming more human-like/adapative) Then LLMs outputs influencing behavior or leading co… → · 889 likes · 258,419 views
2026-09-20T18:16:42@Temptemo95 Thanks for following all this time! Entire training arc from $RDDT to 1M followers on X has been quite a rollercoaster. Guess like I need to start drawing anime and league characters on top of the $INTC or $NBIS charts again. → · 65 likes · 21,947 views
2026-08-29T18:14:38I like $RDDT, very profitable company, grew 61% Y/Y, I expect them to find more ways to increase monetization of audiences. One of my favorite software bucket names. I find the bear cases of "less AI search citations" to be dumb, since if you ask 100 of people on the street how they found or vis… → · 155 likes · 33,150 views
2026-08-29T17:59:37$MU: goes from $133B -> $1T+ in a year. $RDDT after a 2-month correction: "Garbage stock" https://t.co/HlIXwJ7ZdB → · 1553 likes · 510,655 views
2026-08-22T20:40:31Apparently, $RDDT thinks $MRVL had two major catalysts recently: The $12.2B Google TPU ecosystem agreement. And… Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo → · 2284 likes · 405,102 views
2026-07-31T16:18:47$RDDT ER in a nutshell: Revenue: $804.9M vs. $730.4M (expected). EPS: $1.25 vs. ~$0.95. Net income: $252.8M vs. $196.5M Q3 guidance: Revenue: $860–870M vs. 829.1M Adjusted EBITDA: $385-395M vs. $369M Blowout financials, market always like to explain the drop 22.6% off some new BS narrative. Las… → · 1614 likes · 520,146 views
2026-07-31@amitisinvesting Agreed on $RDDT, the -22.61% reaction seems overblown to me off those earnings/projections. Their monetization strategy seem to be working wonders. AI licensing seems inevitable as well given your frontier labs always want more data. Was one of the more confusing selloffs. → · 268 likes · 47,734 views
2026-07-31@tax_evader666 US DAU*, they beat heavily on financial metrics and raised forward guidance above street expectations. But people like to make up some narrative every time something drops. -22.6% selloff on $RDDT is very surprising to me. → · 113 likes · 25,803 views
2026-07-16T15:57:05My guess is we’re close to market bottom on semis from $INTC to $LITE. A good indicator is if everyone on $RDDT blew up their portfolios to $0. https://t.co/X1m9Yv1JuX → · 4071 likes · 934,712 views
2026-07-06T21:14:10Was a sad few months for $RDDT. But glad it's finally back above $200. Reddit was doing: - $663M revenue w/ 91.5% gross margins - $204M GAAP net income - 45%+ fwd Y/Y growth after 69%+ growth. - Net profit is ~30.7% of revenue Felt very weird to see a profitable company get dragged down after ear… → · 816 likes · 366,754 views
2026-07-06@TW_trades_ Was losing my mind over $RDDT's blowout quarter, just to see chopping for the longest time. But glad it played out well. → · 69 likes · 21,560 views
2026-06-30T14:17:18There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit. On $CBRS + OpenAI: - Needs 1-2K tokens/sec so tries to use Cerebras. - Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler. - Stated alternatives with Groq’s API … → · 643 likes · 312,345 views
2026-06-30T01:10:57I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious for… → · 3563 likes · 543,475 views
2026-06-25T05:46:15The $WEN meme traders made it to Global Media from Japan to US! The burger fast food chain is now up ~50%, which is pretty impressive. Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho. Did anyone take positions? https://t.co/hM0RhWh21c → · 825 likes · 584,170 views
2026-06-24T04:07:20I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ). The US fast food burger chain. And the stock price is now up 20% overnight. Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfoli… → · 1768 likes · 1,133,792 views
2026-06-20T11:52:49I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views
2026-06-20T09:46:52I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with. https://t.co/UikUTLarwV → · 1579 likes · 480,307 views
2026-06-19T12:19:38I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have p… → · 2374 likes · 853,958 views
2026-06-19Yes, choosing the right theme is extremely important. Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others. Even if $RDDT outperforms extremely hard, it still gets brought down from $META, $MSFT, $CRM, and other software basket names. → · 142 likes · 24,592 views
2026-06-18@cryptogal928 $RDDT poll results would probably be: 40%: -$10k+ in credit card debt 30%: $0-100K 29.99%: $0 after 0DTE options went worthless .01%: $100k+ → · 135 likes · 18,070 views
2026-05-25@EndratoxHatesW Really doubt anyone is quitting $RDDT to join FB's Forums. → · 125 likes · 19,194 views
2026-05-22??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM → · 858 likes · 345,228 views
2026-05-20@XtineFang I do have $RDDT! They’re one of the few extremely profitable growth companies out there. Just sadly hasn’t really reflected in market price so far. → · 216 likes · 40,504 views
2026-05-20There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO → · 1528 likes · 294,213 views
2026-04-25@coreyagonzalez I mentioned 30 US names that I liked recently. A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM recently or stuff like $NBIS and $RDDT? → · 71 likes · 25,218 views
2026-04-25Two most viral stories on $RDDT: 1. Turning $252K -> $7.7M with $AMD 2. Turning $167K -> $2.2M with $RKLB. These stores are likely true, since it's possible to find these niche leaders to change your life around: Again and again across different industries with semis to space. What matters is: … → · 1614 likes · 191,074 views
2026-03-26If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamental… → · 879 likes · 155,071 views
2026-03-25@HAkbarnataj $TTD and $RDDT are good recovery longs. However feels like markets just don’t care about software companies growing 20-50% Y/Y anymore? → · 26 likes · 7,706 views
2026-02-23The most popular post on Reddit this week: A DoorDash driver has recently lost their life savings of $140K+ on Robinhood. Doing weekly options, claiming: Their “predictions have never been wrong”. Their latest play with their remaining $160? $RDDT $160 weekly calls. Reddit is down 1.5% over… → · 547 likes · 108,892 views
2026-02-21Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views
2026-01-25@adenois Wow thanks for being one of the first people to read my posts and still following along! I keep a special place in my heart for all my $RDDT friends. → · 2 likes · 1,055 views
2025-12-21Not at all. This is the network effect in play, which is an incredible moat. That’s what makes Reddit, $RDDT where anyone can create a similar platform in a day, but because everyone agrees to use it, that’s where the value comes from. Obviously $CRCL is a tad more regulated, but from what I’ve s… → · 11 likes · 2,217 views
2025-11-19@YodaStockInvest Nah that’s just me when I visit $RDDT, I’m a normal human being in X → · 1 likes · 418 views
2025-11-18Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters. Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the market drop. I need… → · 16 likes · 1,726 views
2025-11-18@hereforgoodish2 There's too many good buys right now. Can't go wrong with $META, $NBIS, $SNAP, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM. I'm sure there's more I missed out but the selloff was broad so it's a good chance to buy into stocks with growing fundamentals. → · 8 likes · 1,067 views
2025-11-18🎯. We've seen this before with stocks like $NBIS on the drop from $140 -> $94 and then the violent recovery to $130 all in the span of 2 weeks. This time it seems broader + longer drawdown with most high-beta stocks dropping from $SMCI to $RDDT with highest concentration of AI sector. As you m… → · 20 likes · 43,022 views
2025-10-19Yeah I always underestimate tax harvesting effects from hedge funds/institutions. Whenever a stock like $ETOR goes 2% lower, I think "it can't get any lower than this" then it does. This only applies end of year for Oct/Nov/early December for stocks down on the year. Yeah I bought $RDDT at $190… → · 5 likes · 821 views
2025-10-18Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR - ($20.5 → $16.99, -17.12%) 6. $FL… → · 80 likes · 38,240 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.