NYSE · Technology

PINTEREST INC PINS

Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally. The company’s platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas.

Computer Software: Programming Data Processing

Company profile

Business mix

  • The company’s platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas.
  • It also provides various advertising products to help advertisers meet users; and ad auction that allows to serve ads to users at relevant moments while optimizing business outcomes for advertisers.
  • The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012.
  • Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Current key questions

  • Can demand and competitive position in internet content & information support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 43.23 FCF 10.06% Buyback 3.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Davis Advisors Chris Davis 1.0% $227.4M 2026-03-31
Coatue Management Philippe Laffont 0.1% $30.8M 2026-03-31
Miller Value Partners Bill Miller 0.3% $1.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 4 Share count unchanged
Increase amount $228.5M Estimated from net added shares
Reduction amount $270.4M Estimated from net reduced shares
Net share change / base shares +33.4% +3,709,270 / 11,090,124
Coatue Management Philippe Laffont 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$54.0M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$30.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,678,764 Last 4 periods +0 (0.0%) Total shares 1,678,764 Value $30.8M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 12.8% 13F value change +$34.2M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 0.9% 13F value change -$14.0M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 4.6% 13F value change -$21.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -84.7% 13F value change -$99.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,627,846 Last 4 periods -2,967,307 (-81.8%) Total shares 660,539 Value $12.1M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$1.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +59,990 (New) Total shares 59,990 Value $1.1M
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -10.9% 13F value change +$5.4M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 30.3% 13F value change +$31.3M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -32.4% 13F value change -$98.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$117.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,783,514 Last 4 periods -5,783,514 (-100.0%) Total shares 0 Value $0
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$253.9M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 49.5% 13F value change +$51.7M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 5.1% 13F value change -$78.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 0 Last 4 periods +12,400,101 (New) Total shares 12,400,101 Value $227.4M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$33.0M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$33.0M
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$26.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$26.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-03-31 Filed 2025-05-07
New Shares - 13F value change +$260.6M
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.7% 13F value change +$26.6M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.6% 13F value change -$36.3M
13F 2025-12-31 Filed 2026-01-23
Sold out Shares -100.0% 13F value change -$250.9M
Settlement As of 13F 2025-12-31 · Filed 2026-01-23
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Third Point Dan Loeb 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$31.0M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$31.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.