Sundar Pichai reported that Alphabet's cloud segment grew revenue 103% in the last quarter, with the Gemini app reaching 1 billion monthly active users. Over the past 12 months, the cloud segment added more incremental revenue than the search platform.
Why it matters
Cloud computing has become a material revenue driver for Alphabet, with growth outpacing the traditional search business on an incremental basis.
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 Alphabet Inc..
Class C Google Stock UnitsExercise or conversion; not an open-market trade (C)
1,626
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Oct 25, 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: 69.66%
Short interest
Open short positions reported twice monthly; this is not daily short-sale volume.
Earnings
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
