STOCKNO.DE
Institutional ownership intelligence

EA Institutional Ownership

ELECTRONIC ARTS INC.

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STOCKNODE Outlook

Sell

27/100 4 tracked · 3 comparable
Latest filing May 12, 2026
Positive breadth 1 positive · 3 negative
Recent close —
Research confidence Medium
Institutional Research 12/100 · 0 accumulating · 3 reducing / exited
Ownership history

Reported ownership % history

Latest filing May 12, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview
Unlock the reported ownership timeline Unlock full research
Accumulating0
Newly reported1
Reducing / exited 3
52-week position —
Institutional Intelligence

Why STOCKNODE says Sell

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

6 evidence layers available
STOCKNODE Outlook
Sell 27/100
Confidence:Medium
Why this signal
  • 0 tracked institutions accumulating versus 3 reducing/exited.
  • 1 tracked institution shows persistent accumulation.
  • 1 tracked institution show accelerating accumulation.
  • Comparable SEC fundamentals are improving.
Conflicting evidence
  • Institutions are reducing while comparable SEC fundamentals are improving.
STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.
Institutional
14/100
Insiders
24/100
Fundamentals
69/100
Events
50/100

Cross-institution positioning

May 12, 2026

Strong institutional reduction. 2 reducing, 1 exited across 3 comparable institutions.

Source: Schedule 13 research

Quarterly 13F activity

Jun 30, 2026

0 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Insider filing activity

Aug 4, 2026

Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 9 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.

Source: SEC Forms 3/4/5

Material company events

Aug 4, 2026

39 non-amendment material events in the last 90 days; 38 capital-related filing/events (38 equity-related, 0 debt-related); Latest classified evidence: Employee-plan securities registration. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.

Source: SEC 8-K / securities filing metadata

SEC fundamentals

Aug 3, 2026

Revenue +18.9% YoY; Net income +97.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.

Source: SEC Company Facts

Price context

Aug 10, 2026

Recent close is 64% through its reported 52-week range.

Source: Stored historical price series
Latest filing decision brief Investor / Pro

Research the latest Initial Schedule 13G from State Street.

Filed May 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing May 12, 2026
BlackRock Filed Jun 7, 2024
Direction locked
Vanguard Capital Management Filed Apr 29, 2026
Direction locked
State Street Filed May 12, 2026
Direction locked
BlackRock Filed Apr 17, 2025
Direction locked
Vanguard Group Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis. No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

BlackRock Filed Jun 7, 2024
Vanguard Capital Management Filed Apr 29, 2026
State Street Filed May 12, 2026
BlackRock Filed Apr 17, 2025
Vanguard Group Filed Mar 26, 2026
Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5

Insider activity

Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.

Latest filing Aug 4, 2026
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth3Multi-insider
View recent insider filing evidence
DateReporting ownerCodeSecuritySharesPriceOwnershipFiled
Aug 4, 2026 Canfield Stuart DDisposition to issuer · derivative Performance-based Restricted Stock Units 52.9K — Direct Aug 4, 2026
Aug 4, 2026 Canfield Stuart DDisposition to issuer · derivative Performance-based Restricted Stock Units 51.3K — Direct Aug 4, 2026
Aug 4, 2026 Canfield Stuart DDisposition to issuer · derivative Restricted Stock Units 60.3K — Direct Aug 4, 2026
Aug 4, 2026 Canfield Stuart DDisposition to issuer · derivative Restricted Stock Units 14.1K — Direct Aug 4, 2026
Aug 4, 2026 Canfield Stuart DDisposition to issuer · derivative Restricted Stock Units 7.8K — Direct Aug 4, 2026
Aug 4, 2026 Canfield Stuart DDisposition to issuer Common Stock 27.6K $210.00 Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Performance-based Stock Units 1.2K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Performance-based Stock Units 1.2K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Performance-based Stock Units 1.5K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Restricted Stock Units 5.4K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Restricted Stock Units 2.4K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer · derivative Restricted Stock Units 1.5K — Direct Aug 4, 2026
Aug 4, 2026 Kelly Eric Charles DDisposition to issuer Common Stock 8.7K $210.00 Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer · derivative Performance-based Restricted Stock Units 66.2K — Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer · derivative Performance-based Restricted Stock Units 64.1K — Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer · derivative Restricted Stock Units 60.3K — Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer · derivative Restricted Stock Units 17.6K — Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer · derivative Restricted Stock Units 9.7K — Direct Aug 4, 2026
Aug 4, 2026 Miele Laura DDisposition to issuer Common Stock 71.0K $210.00 Direct Aug 4, 2026
Aug 4, 2026 Schatz Jacob J. DDisposition to issuer · derivative Performance-based Restricted Stock Units 33.1K — Direct Aug 4, 2026
SEC company-event context

Material company events

Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.

Latest filing Aug 4, 2026
30-day material events0
90-day capital-related38
90-day equity-related38
90-day debt-related0
View recent company-event filing evidence
FiledForm8-K item(s)ClassificationCapital contextSEC
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
Aug 4, 2026 S-8 POS — Employee-plan securities registration Equity Filing
SEC-reported company fundamentals

Fundamentals

Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.

Latest filing used Aug 3, 2026
Revenue $2.0B Q1 2027 +18.9% YoY 10-Q filed Aug 3, 2026
Operating income $513.0M Q1 2027 +89.3% YoY 10-Q filed Aug 3, 2026
Operating margin 25.8% Q1 2027 +9.6 pts YoY 10-Q filed Aug 3, 2026
Net income $397.0M Q1 2027 +97.5% YoY 10-Q filed Aug 3, 2026
Diluted EPS $1.56 Q1 2027 +97.5% YoY 10-Q filed Aug 3, 2026
Operating cash flow $-242.0M Q1 2027 -1,523.5% YoY 10-Q filed Aug 3, 2026
Cash & equivalents $2.3B As of Jun 30, 2026 +50.7% YoY 10-Q filed Aug 3, 2026
Assets $12.6B As of Jun 30, 2026 +7.5% YoY 10-Q filed Aug 3, 2026
Liabilities $5.5B As of Jun 30, 2026 -2.1% YoY 10-Q filed Aug 3, 2026
Stockholders’ equity $7.1B As of Jun 30, 2026 +16.4% YoY 10-Q filed Aug 3, 2026
Shares outstanding 252.4M As of Jul 29, 2026 +0.9% YoY 10-Q filed Aug 3, 2026
View recent revenue trend

Quarterly

PeriodRevenueYoY
Ended Jun 30, 2026 $2.0B +18.9%
Ended Dec 31, 2025 $1.9B +1.0%
Ended Sep 30, 2025 $1.8B -9.2%
Ended Jun 30, 2025 $1.7B +0.7%

Annual

PeriodRevenueYoY
Ended Mar 31, 2026 $7.5B +0.9%
Ended Mar 31, 2025 $7.5B -1.3%
Ended Mar 31, 2024 $7.6B +1.8%
Ended Mar 31, 2023 $7.4B +6.2%
Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Aug 10, 2026
Recent stored close $209.70 View live quote ↗
52-week low $208.80 Jul 17, 2026
52-week high $210.20 Aug 4, 2026
Below 52-week high 0.2%
1W return
1M return
3M return
6M return
YTD return
1Y return
30-day volatility —
90-day volatility —
1Y max drawdown 0.0%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0
Increased0
Reduced2
Exited0
Unchanged0
View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager Quarter Activity Shares Prior Change
BlackRock Jun 30, 2026 vs Mar 31, 2026 Reduced 25.0M 25.1M -103.3K -0.4%
State Street Jun 30, 2026 vs Mar 31, 2026 Reduced 14.0M 14.1M -95.3K -0.7%
BlackRock Mar 31, 2026 vs Dec 31, 2025 Reduced 25.1M 25.5M -443.2K -1.7%
Fidelity / FMR Mar 31, 2026 vs Dec 31, 2025 Increased 1.4M 1.1M +255.8K +22.8%
Geode Capital Management Mar 31, 2026 vs Dec 31, 2025 Increased 7.5M 6.8M +757.7K +11.2%
Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Jun 30, 2026
Holding records 91
Manager entities 12
Report quarters 16
Amendment rows 8
View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager Quarter Shares Reported value Filed Form
State Street Jun 30, 2026 14.0M $2,880,485,166.00 Aug 7, 2026 13F-HR
BlackRock Jun 30, 2026 25.0M $5,125,838,120.00 Aug 7, 2026 13F-HR
Invesco Mar 31, 2026 5.3M $1,070,764,179.00 Jul 15, 2026 13F-HR/A Amendment
Fidelity / FMR Mar 31, 2026 1.4M $280,721,142.00 May 15, 2026 13F-HR
State Street Mar 31, 2026 14.1M $2,883,473,265.00 May 15, 2026 13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 23 filing(s) · 20 older require more history access
View beneficial ownership filing evidence
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Vanguard Capital Management CIK0002100119 Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. 15.6M
State Street CIK0000093751 Mar 31, 2026 observed May 12, 2026 filed · 42d Initial Schedule 13G Initial Schedule 13G 14.2M -2.9M 12.00% 0.00 pts $203.87 $200.19
Vanguard Capital Management CIK0002100119 Mar 31, 2026 observed Apr 29, 2026 filed · 29d Initial Schedule 13G Initial Schedule 13G 17.8M 7.10% $203.87 $202.67
Explore more institutional activity

Related research

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