Snowflake Inc. · Brief

Next report

32 days

Dec 2 · after closeest.Q3 FY27

Expected move

±10.7%implied · report alone

273.42338.74

straddle ±15.4%

spot 306.08exp Dec 4ATM strike 305ATM straddle 55.45IV 74%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY27±11.5%▲+16.55%×1.44

quarterimplied−20%0+20%realized×

Q2 FY27±11.5%▲+16.55%×1.44

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 2 report · est.

Bull2

+6.10%net increase in shares held by top reporting managers this quarter13F · Jun 30 '26

4disclosed supplier and customer ties documented in SEC filingsSEC filings

Bear2

8 of 23largest reporting managers trimming their reported stake in the latest quarter13F · Jun 30 '26

69reported value concentrated among a small number of leading managers13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

SNOW report session

No linked exposure.

Oct 28-KMaterial agreement: Indenture with U.S. Bank Trust Company, National Association.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.