Insider trading in AI stocks, Q2 2026: who sold, who bought

Q2 2026: we read 4,359 Forms 3, 4 and 5 filed by 2,123 executives, directors and large shareholders of 210 AI and semiconductor companies tracked on Silicon Floor. 834 of them sold $9.9B of stock and 24 bought $7.7M — about $1,283 sold for every dollar bought (Form 4 codes S and P: in the market or privately).

Biggest insider sellers

  1. Maximilian Viessmann, Director, sold $750.0M of Carrier (CARR) — 12.1M shares in 1 trade, May 20, 2026; held 38.0M shares at the end of the quarter ($2.8B). Form 4
  2. Brian M. Venturo, Chief Strategy Officer · Director, sold $740.9M of CoreWeave (CRWV) — 7.3M shares in 292 trades, Apr 1, 2026 to Jun 30, 2026; held 22.8M shares at the end of the quarter ($2.3B). Form 4
  3. Michael N. Intrator, CEO and President · Director · 10% owner, sold $455.9M of CoreWeave (CRWV) — 4.3M shares in 224 trades, Apr 1, 2026 to Jun 30, 2026; held 55.8M shares at the end of the quarter ($5.6B). Form 4
  4. Mark Stevens, Director, sold $407.1M of NVIDIA (NVDA) — 1.9M shares in 5 trades, Jun 2, 2026 to Jun 18, 2026; held 31.8M shares at the end of the quarter ($6.4B). Form 4
  5. Frank Slootman, Director, sold $353.8M of Snowflake (SNOW) — 1.5M shares in 50 trades, May 19, 2026 to Jun 29, 2026; held 236,390 shares at the end of the quarter ($60.2M). Form 4
  6. Sanjay Gajendra, President and COO · Director, sold $262.9M of Astera Labs (ALAB) — 1.1M shares in 73 trades, May 7, 2026 to May 21, 2026; held 7.7M shares at the end of the quarter ($3.7B). Form 4
  7. Henry Samueli, Director, sold $250.0M of Broadcom (AVGO) — 654,241 shares in 22 trades, Jun 24, 2026; held 113.6M shares at the end of the quarter ($42.9B). Form 4
  8. Jayshree Ullal, CEO and Chairperson · Director, sold $217.8M of Arista Networks (ANET) — 1.3M shares in 32 trades, Apr 13, 2026 to May 26, 2026; held 28.0M shares at the end of the quarter ($4.8B). Form 4
  9. Brannin McBee, Chief Development Officer, sold $216.5M of CoreWeave (CRWV) — 2.1M shares in 371 trades, Apr 6, 2026 to Jun 30, 2026; held 8.9M shares at the end of the quarter ($888.8M). Form 4
  10. Jack D. Cogen, Director, sold $214.0M of CoreWeave (CRWV) — 2.0M shares in 29 trades, May 26, 2026 to May 29, 2026; held 13.3M shares at the end of the quarter ($1.3B). Form 4
  11. Peter A. Feld, Director, sold $192.3M of Qorvo (QRVO) — 1.9M shares in 2 trades, Jun 2, 2026; held 5.6M shares at the end of the quarter ($523.6M). Form 4
  12. Andy Bechtolsheim, 10% owner, sold $182.5M of Arista Networks (ANET) — 1.1M shares in 39 trades, May 22, 2026 to Jun 15, 2026; held 182.7M shares at the end of the quarter ($31.0B). Form 4
  13. Patrizio Vinciarelli, Chairman & CEO · Director · 10% owner, sold $174.6M of Vicor (VICR) — 598,721 shares in 426 trades, Apr 9, 2026 to Jun 30, 2026; held 8.6M shares at the end of the quarter ($3.2B). Form 4
  14. Jitendra Mohan, Chief Executive Officer · Director, sold $157.7M of Astera Labs (ALAB) — 837,944 shares in 60 trades, Apr 10, 2026 to May 19, 2026; held 8.2M shares at the end of the quarter ($4.0B). Form 4
  15. W. Howard Keenan Jr., Director, sold $149.0M of Solaris Energy Infrastructure (SEI) — 2.0M shares in 1 trade, May 6, 2026; held 5.2M shares at the end of the quarter ($415.8M). Form 4

Insider buying

Purchases with their own money: the rarer signal.

  1. David A. Ricks, Director, bought $1.9M of Adobe (ADBE) — 10,000 shares in 1 trade, Jun 25, 2026; held 20,430 shares at the end of the quarter ($4.2M). Form 4
  2. Koti Vadlamudi, PRESIDENT & CEO · Director, bought $1.0M of Primoris Services (PRIM) — 7,815 shares in 1 trade, May 27, 2026; held 7,815 shares at the end of the quarter ($774,622.80). Form 4
  3. Stacy J. Smith, Director, bought $794,054.34 of Autodesk (ADSK) — 3,435 shares in 2 trades, May 29, 2026; held 29,157 shares at the end of the quarter ($5.7M). Form 4
  4. Vasant M. Prabhu, Director, bought $541,672.50 of Intuit (INTU) — 1,750 shares in 2 trades, May 22, 2026 to May 26, 2026; held 1,750 shares at the end of the quarter ($456,750.00). Form 4
  5. Andrew Anagnost, President and CEO · Director, bought $498,543.60 of Autodesk (ADSK) — 2,460 shares in 1 trade, Jun 16, 2026; held 202,963 shares at the end of the quarter ($39.5M). Form 4
  6. Janesh Moorjani, EVP, Chief Financial Officer, bought $494,175.00 of Autodesk (ADSK) — 2,500 shares in 1 trade, Jun 15, 2026; held 50,993 shares at the end of the quarter ($9.9M). Form 4
  7. Aj Teague, Director, bought $450,651.50 of Solaris Energy Infrastructure (SEI) — 6,175 shares in 2 trades, May 8, 2026; held 120,950 shares at the end of the quarter ($9.7M). Form 4
  8. Gerald Johnson, Director, bought $390,197.64 of Eaton (ETN) — 961 shares in 2 trades, May 8, 2026 to May 11, 2026; held 1,629 shares at the end of the quarter ($694,149.48). Form 4
  9. John T. Cahill, Director, bought $378,400.00 of Autodesk (ADSK) — 2,000 shares in 1 trade, Jun 23, 2026; held 7,977 shares at the end of the quarter ($1.6M). Form 4
  10. Harry L. You, Director, bought $373,570.00 of Broadcom (AVGO) — 1,000 shares in 1 trade, Jun 11, 2026; held 38,466 shares at the end of the quarter ($14.5M). Form 4
  11. David MacLennan, Director, bought $219,210.00 of Caterpillar (CAT) — 250 shares in 1 trade, May 4, 2026; held 8,420 shares at the end of the quarter ($9.0M). Form 4
  12. Stephen J. Rohleder, Director, bought $209,768.00 of Cognizant (CTSH) — 4,034 shares in 1 trade, Jun 10, 2026; held 4,034 shares at the end of the quarter ($156,236.82). Form 4
  13. Michael Picchi, Chief Financial Officer, bought $163,000.00 of Soluna (SLNH) — 100,000 shares in 1 trade, May 21, 2026; held 1.4M shares at the end of the quarter ($1.9M). Form 4
  14. William Staples, Chief Executive Officer · Director, bought $122,959.68 of GitLab (GTLB) — 4,188 shares in 1 trade, Jun 30, 2026; held 758,828 shares at the end of the quarter ($23.2M). Form 4
  15. Kevin A. Stephens, Director, bought $73,996.80 of Crown Castle (CCI) — 820 shares in 1 trade, May 5, 2026; held 23,934 shares at the end of the quarter ($1.8M). Form 4

Most sold by insiders

  1. CoreWeave (CRWV): $1.7B sold by 10 insiders
  2. Carrier (CARR): $750.0M sold by 1 insider
  3. Astera Labs (ALAB): $460.1M sold by 7 insiders
  4. Arista Networks (ANET): $431.3M sold by 7 insiders
  5. Snowflake (SNOW): $415.9M sold by 7 insiders
  6. NVIDIA (NVDA): $410.6M sold by 3 insiders
  7. Datadog (DDOG): $331.5M sold by 15 insiders
  8. Broadcom (AVGO): $281.6M sold by 6 insiders, $373,570.00 bought
  9. Vicor (VICR): $211.0M sold by 14 insiders
  10. Qorvo (QRVO): $201.6M sold by 6 insiders
  11. Monolithic Power (MPWR): $194.3M sold by 8 insiders
  12. CrowdStrike (CRWD): $192.5M sold by 7 insiders
  13. Cloudflare (NET): $175.5M sold by 9 insiders
  14. Applied Materials (AMAT): $169.7M sold by 8 insiders
  15. AMD (AMD): $164.5M sold by 5 insiders

Where insiders bought

  1. Autodesk (ADSK): $2.2M bought by 4 insiders
  2. Adobe (ADBE): $1.9M bought by 1 insider, $18.8M sold
  3. Primoris Services (PRIM): $1.0M bought by 2 insiders, $6.2M sold
  4. Intuit (INTU): $541,672.50 bought by 1 insider, $444,091.31 sold
  5. Solaris Energy Infrastructure (SEI): $450,651.50 bought by 1 insider, $156.3M sold
  6. Eaton (ETN): $390,197.64 bought by 1 insider, $8.6M sold
  7. Broadcom (AVGO): $373,570.00 bought by 1 insider, $281.6M sold
  8. Caterpillar (CAT): $219,210.00 bought by 1 insider, $87.6M sold
  9. Cognizant (CTSH): $209,768.00 bought by 1 insider, $34,400.38 sold
  10. Soluna (SLNH): $163,000.00 bought by 1 insider, $8,224.60 sold
  11. GitLab (GTLB): $122,959.68 bought by 1 insider, $8.6M sold
  12. Crown Castle (CCI): $73,996.80 bought by 1 insider
  13. EPAM (EPAM): $44,999.16 bought by 6 insiders
  14. EnerSys (ENS): $24,674.76 bought by 1 insider
  15. Texas Pacific Land (TPL): $1,527.80 bought by 1 insider, $1.6M sold

Who sold

RoleSoldSellersBoughtBuyers
CEOs$2.9B94$1.6M4
CFOs$271.7M76$689,349.624
Other executives$3.1B392$29,999.444
Directors$3.5B280$5.4M12
10% owners$192.5M2$0.000
Others$1.9M2$0.000

Month by month

MonthSoldBought
April 2026$1.9B$46,666.18
May 2026$4.6B$3.7M
June 2026$3.4B$4.0M

New insiders

126 people filed their first Form 3 at a tracked company in Q2 2026: new CEOs, CFOs, directors and large shareholders.

Q4 2026 so far

$266.9M sold by 56 insiders and $0.00 bought by 0, through Oct 5, 2026. Every trade this quarter

How we read it

Officers, directors and 10% shareholders report each trade on a Form 4 within two business days. This report counts the purchases and sales (codes P and S: in the market or privately) of people filing on their own behalf, at the price they report, including shares held through their trusts and family vehicles. Grants, option exercises, shares withheld for taxes and gifts are not trades. Funds that report through a director they appoint, such as Silver Lake at Dell or LS Power at NRG, are left out: those shares are the fund's ($4.6B sold in Q2 2026). So are shares that change hands between insiders or their own accounts at the same price on the same day, and shares a spouse also reports are counted once. Amendments replace the lines they correct. Many large sales follow pre-arranged trading plans (Rule 10b5-1); each filing says so. Not investment advice.

Every quarter

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