NEW 13F POSITION · WHALE Institutional Filing Alert

Whale Rock Capital Management (Alex Sacerdote) opened a new position in RDDT (12.5% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-17

Whale Holdings › All Filing Alerts › SEC Filing ↗

RDDT

Reddit, Inc.

$138.45

−$5.80 (4.02%)Oct 26 close

Communication ServicesS&P 500 Compare Technicals

1M 3M 6M 1Y 2Y

RDDTSPY

Wall St. Highest PT $300.00 (+116.7%) Wall St. Avg PT $212.95 (+53.8%)

Underwater Drawdown %Max DD -52.9%Current -46.5%

Relative Strength vs SPY-49.7% vs SPYUnderperforming

−$16.69 (10.76%)

−$11.39 (7.60%)

−$40.78 (22.75%)

−$21.76 (13.58%)

YTD

−$91.42 (39.77%)

−$75.75 (35.36%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street analyst consensus

Buy

33 analysts · mean score 1.94

1 = Strong Buy · 5 = Sell

Wall Street consensus

Analyst price targets

Current price$138.45

Average target$212.95

+$74.50 (+53.8%) upsideaverage target vs current price

CurrentAverageMedian

Low$130.00

Median$212.95

High$300.00

12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$29.5B

P/E (last 12 months)35.6

P/E (next 12 months, estimated)15.8

52-week range$119.27 – $263.50

Revenue growth (latest quarter vs a year ago)+61.1%

Dividend yieldNo dividend

Analyst consensusBuy (33)

Average analyst price target$212.95 (+54%)

What they do

Reddit, Inc. operates a digital community in the United States and internationally. The company's platform enables user to engage in conversations, explore passions, research new hobbies, exchange goods and services, create new communities and experiences, share laughs, and find belonging. It also organizes communities based on specific interests that enable users to engage in conversations by sharing experiences, submitting links.

Communication Services · Internet Content & Information

Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum

21st percentile in sector

12-1 return: -31.8%
Percentile within its GICS sector across the S&P 1500.

Growth

94th percentile in sector

Revenue growth (YoY): +61.1%
Percentile within its GICS sector across the S&P 1500.

Value

22nd percentile in sector

Forward E/P: 6.2% · EBITDA/EV: 2.9%
Percentile within its GICS sector across the S&P 1500.

Profitability

87th percentile in sector

A-

Profit margin: +31.3% · Return on equity: +30.7%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

ranked 482 of 499 · 12-month momentum -35.7%

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Physical AI Grid & Power

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Earnings & events

RDDT earningsNext report in 2 days

Next report · quarter Sep 2026

Thu Oct 29, 2026After the close

EPS consensus$1.33

Revenue consensus–

Last 4 quarters · EPS vs estimate

Jul 30, 2026$1.25est $0.96+29.6%Above estimates

Apr 30, 2026$1.40est $1.11+26.1%Above estimates

Feb 5, 2026$1.68est $1.45+16.4%Above estimates

Oct 30, 2025$1.26est $1.05+20.7%Above estimates

In line = within 1% of the estimate.

EstimateActual (beat)Actual (miss)

News & catalysts

More news

Should You Buy, Sell, or Hold Reddit Stock Before Q3 Earnings Release?

Zacks · 2h ago

Social Buzz: Wallstreetbets Stocks Mostly Advancing Premarket Tuesday; Micron Technology, CoreWeave to Open Higher

MT Newswires · 8h ago

Reddit vs. Snap: Which Social Media Stock Is a Better Buy in 2026?

Nasdaq · 12h ago

Reddit's Q3 DAU Pressure Offset by Strong Ad Trends, Wedbush Says

MT Newswires · Oct 23

Noteworthy Thursday Option Activity: INTC, MRK, RDDT

Nasdaq · Oct 22

Insider trades

Wong Jennifer L.