Reddit's stock has declined as CEO questions the value of Google's AI Overviews feature. The company may still be reconsidering its existing licensing agreement with Google, suggesting potential uncertainty around the partnership's strategic value.
Reddit's stock has fallen amid statements from the company's CEO questioning the value proposition of Google's AI Overviews feature. According to reports, Reddit may be reconsidering its content licensing arrangement with Google. This suggests potential dissatisfaction with the financial or strategic returns from the partnership, raising questions about whether the deal remains beneficial to Reddit's long-term interests.
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The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Reddit, Inc..
0 discretionary purchases · 1 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| Chief Operating OfficerWong Jennifer L. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 26,105 | $148.86 | $3,885,990 | Oct 14, 2026 |
| Chief Operating OfficerWong Jennifer L. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 6,399 | $150.08 | $960,362 | Oct 14, 2026 |
| Chief Operating OfficerWong Jennifer L. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 11,200 | $150.87 | $1,689,744 | Oct 14, 2026 |
| Chief Operating OfficerWong Jennifer L. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 5,495 | $152.14 | $836,009 | Oct 14, 2026 |
| Chief Operating OfficerWong Jennifer L. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 5,701 | $152.82 | $871,227 | Oct 14, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 96.20%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | Buy | 1,083,540 (8.854%) | 13,322,048 | $2,001,771 | 12/31/2025 |
| Blackrock, Inc. | Buy | 341,555 (4.457%) | 8,004,079 | $1,202,693 | 6/30/2026 |
| Baillie Gifford & Co | Sell | -117,807 (-1.612%) | 7,191,302 | $1,080,565 | 6/30/2026 |
| Vanguard Portfolio Management Llc | Buy | 204,224 (3.033%) | 6,937,449 | $1,042,421 | 6/30/2026 |
| Vanguard Capital Management Llc | Buy | 140,969 (2.39%) | 6,038,213 | $907,302 | 6/30/2026 |
| Capital World Investors | Buy | 10,197 (0.231%) | 4,432,810 | $666,074 | 6/30/2026 |
| Alliancebernstein L.P. | Sell | -703,096 (-14.431%) | 4,168,897 | $626,418 | 6/30/2026 |
| Jericho Capital Asset Management L.P. | Buy | 3,335,221 (New) | 3,335,221 | $501,150 | 6/30/2026 |
| Goldman Sachs Group Inc | Sell | -43,092 (-1.313%) | 3,240,014 | $486,845 | 6/30/2026 |
| State Street Corp | Buy | 237,523 (8.662%) | 2,979,587 | $447,713 | 6/30/2026 |
| Fmr Llc | Sell | -86,235 (-2.957%) | 2,830,225 | $425,270 | 6/30/2026 |
| Coatue Management Llc | Unchanged | 0 (0%) | 2,789,891 | $419,209 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 30, 2026 | 22,110,869 | 5,202,934 | +11.39% | 4.25 |
| Sep 15, 2026 | 19,850,104 | 4,540,260 | -1.92% | 4.37 |
| Aug 31, 2026 | 20,238,916 | 7,874,518 | +19.92% | 2.57 |
| Aug 14, 2026 | 16,877,691 | 6,426,316 | -12.16% | 2.63 |
| Jul 31, 2026 | 19,213,705 | 6,940,660 | +13.11% | 2.77 |
| Jul 15, 2026 | 16,986,699 | 4,264,088 | -0.10% | 3.98 |
| Jun 30, 2026 | 17,003,132 | 3,994,158 | +3.26% | 4.26 |
| Jun 15, 2026 | 16,467,051 | 4,743,754 | +22.89% | 3.47 |
Source: FINRA Consolidated Short Interest
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Jul 30, 2026 | 1.25 | 0.99 | +26.26% |
| Mar 2026 | Apr 30, 2026 | 1.01 | 0.62 | +62.9% |
| Dec 2025 | Feb 5, 2026 | 1.24 | 0.96 | +29.17% |
| Sep 2025 | Oct 30, 2025 | 0.80 | 0.53 | +50.94% |
Source: Nasdaq
