Alibaba Group Holding (BABA) Insider & Congress Trades

Smart money at a glance

Filings to Nov 7, 2026

Net buying: insiders sold $13.6M and bought $25.7M on the open market in 90 days (SEC Form 4). Congress: net selling of $101K to $265K in 180 days.

Company insidersForm 4, 90 days: +$12.1M net
CongressSTOCK Act, 180 days: -$101K to -$265K net
Big funds13F, quarter ended Jun 30, 2026: 4 added, 5 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about BABA filings

Are insiders buying or selling Alibaba Group Holding Ltd (BABA) stock?

Net buying: insiders sold $13.6M and bought $25.7M of BABA stock on the open market in the 90 days to Nov 7, 2026, according to SEC Form 4 filings. The largest was Tsai, Joseph C (Director), who bought $20.7M. The latest filing was on Oct 2, 2026.

Which members of Congress have traded BABA recently?

Rep. Gilbert Cisneros (D) sold $100K to $250K on Jul 24, 2026, disclosed 42 days later. Rep. Josh Gottheimer (D) sold $1K to $15K on Jun 1, 2026, disclosed 36 days later. In total, 2 members disclosed 2 BABA trades with trade dates in the last 180 days, filed a median 39 days after trading.

How current is this BABA smart-money data?

This summary uses filings available on Nov 7, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

CACapulaQ2 2026 13FAdded$307M
CWCathie WoodQ2 2026 13FTrimmed$86.8M
FJJiangInsider, filed Oct 2Sold$12M
SYYuInsider, filed Sep 29Sold$91.9K
GCCisnerosPolitician, filed Sep 4Sold$100K-$250K
JGGottheimerPolitician, filed Jul 7Sold$1K-$15K
Top tradersPerpetual positions, not shares2 long5 short$556K

13F: filed up to 45 days late.

Smart money on BABA

Lean short4 sources:
- Top traders
- Insiders
- Politicians
- Funds

Top traders
- 5 short positions, $541K
- 2 long positions, $14.5K
Lean short2 long · 5 short
Open Hyperliquid positions in this stock from the tracked top-trader cohort.
Insiders
Lean short3 sales · $13.5M
2 of 3 on scheduled plans. Form 4 filings.
Politicians
- Josh Gottheimer, sold $1K–$15K, disclosed Jul 7
- Gilbert Cisneros, sold $100K–$250K, disclosed Sep 4
Lean short · thin0 buys · 2 salesCongress
Congress filings. Amounts are filing ranges, not prices, and filings can lag the trade.
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about BABA filings

Are insiders buying or selling Alibaba Group Holding Ltd (BABA) stock?

Which members of Congress have traded BABA recently?

How current is this BABA smart-money data?

Funds

What funds are doing

12 moves · 6 mo

Buys/Adds$671.0MSells/Trims$3.3B

Buys/Adds (1)

CA
Capula
Yan Huo · Q2 2026 13F
$306.5M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (2)

DS
D.E. Shaw
Q2 2026 13F
$90.7M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
CW
Cathie Wood
Q2 2026 13F
$86.8M
trimmed

5 more moves

Pro opens all of them for $16.50/month, paid yearly.

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Reported Aug 20, 2026

Earnings came in 43.3% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 20, 2026

Period ending

Jun 30, 2026

Earnings per share

$1.01-43.26% miss

$1.78 expected

Revenue

CNY 268.19B

Financial statements: Alpha Vantage

Next report

Estimated report: Nov 24, 2026, in 17 days

Estimates as of Nov 6, 2026

EPS expected

$10.96

$8.59 to $14.19

Revenue expected

$269.88B

21 analysts

Last 30 days

2up4down

Analysts cutting estimates

Estimate drift

+0.09

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 20, 2026	$1.01est. $1.78	-43.26%miss	CNY 268.19BAlpha Vantage	+8.3%from CNY 247.65B
Mar 31, 2026Reported May 13, 2026	$0.62est. $5.74	-89.20%miss	CNY 243.38BAlpha Vantage	+2.9%from CNY 236.45B
Dec 31, 2025Reported Mar 19, 2026	$7.09est. $10.94	-35.19%miss	CNY 284.84BAlpha Vantage	+1.7%from CNY 280.15B
Sep 30, 2025Reported Nov 25, 2025	$4.36est. $5.78	-24.57%miss	CNY 247.79BAlpha Vantage	+4.8%from CNY 236.50B
Jun 30, 2025Reported Aug 29, 2025	$14.75est. $15.47	-4.65%miss	CNY 247.65BAlpha Vantage	+1.8%from CNY 243.24B
Mar 31, 2025Reported May 15, 2025	$1.57est. $1.28	+22.66%beat	CNY 236.45BAlpha Vantage	+6.6%from CNY 221.87B
Dec 31, 2024Reported Feb 20, 2025	$21.39est. $19.38	+10.37%beat	CNY 280.15BAlpha Vantage	+7.6%from CNY 260.35B
Sep 30, 2024Reported Nov 15, 2024	$15.06est. $14.77	+1.96%beat	CNY 236.50BAlpha Vantage	+5.2%from CNY 224.79B

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $106.83
High: $109.69
Low: $106.44
Prev close: $108.07
52-wk high: $179.45
52-wk low: $91.99
Mkt cap: $268.85B
P/E: 26.2x
ROE: +6.4%
Fwd P/E: 17.4x
Beta: 0.40
Div yield: 0.97%
P/S: 0.3x
P/B: 1.7x
Profit margin: +7.0%
Op margin: +7.3%

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Net margin: 7.0%
P/E: 26.17
Forward P/E: 17.36
Market cap: $268.9B

Valuation

P/S0.26
P/B1.71
Dividend yield1.0%

Quality

Operating margin7.3%
ROE6.4%
ROA1.6%

Growth

Beta0.40

Technicals

Price structure

This stock's price action is mixed.

Trend

Mixed

55 / 100

RSI 14

52balanced

20D volatility

33%annualized

52-week range

$109.45

$91.99$179.45

20D support

$97.48recent floor

20D resistance

$112.73recent ceiling

Returns

5D +11.6%20D -1.7%60D -10.4%

Price vs moving averages

SMA20 +4.2%SMA50 +1.1%SMA200 -11.8%

Volume pace

1.04xvs prior 20D

News

What the news says

25 articles · 7 days

Coverage leans bullish

10 bullish · 10 neutral · 5 bearish

Alibaba Group to announce Q2FY27 results on November 19
NeutralNov 6
Alibaba Group Holding Ltd. ADR outperforms market on strong trading day
BullishNov 5
Alibaba (BABA) submits its monthly share capital return to Hong Kong’s stock exchange.
NeutralNov 5
What Alibaba Group Holders Got Wrong Before The Slide
Leans bearishNov 5
What's Going On With Alibaba Stock Wednesday?
BullishNov 4
114,624 Shares of Alibaba Group Holding Limited $BABA Bought by Mirae Asset Global Investments Co. Ltd.
NeutralNov 4
Should Apple AI Rollout Require Action From Alibaba (BABA) Investors?
Leans bullishNov 3
Open-source AI is the ‘only’ sustainable way forward, says Alibaba’s Joe Tsai
BullishNov 3

Smart money at a glance

Filings to Nov 7, 2026

Net buying: insiders sold $13.6M and bought $25.7M on the open market in 90 days (SEC Form 4). Congress: net selling of $101K to $265K in 180 days.

Company insidersForm 4, 90 days: +$12.1M net
CongressSTOCK Act, 180 days: -$101K to -$265K net
Big funds13F, quarter ended Jun 30, 2026: 4 added, 5 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about BABA filings

Are insiders buying or selling Alibaba Group Holding Ltd (BABA) stock?

Which members of Congress have traded BABA recently?

How current is this BABA smart-money data?

CACapulaQ2 2026 13FAdded$307M
CWCathie WoodQ2 2026 13FTrimmed$86.8M
FJJiangInsider, filed Oct 2Sold$12M
SYYuInsider, filed Sep 29Sold$91.9K
GCCisnerosPolitician, filed Sep 4Sold$100K-$250K
JGGottheimerPolitician, filed Jul 7Sold$1K-$15K
Top tradersPerpetual positions, not shares2 long5 short$556K

13F: filed up to 45 days late.

Smart money on BABA

Lean short4 sources:
- Top traders
- Insiders
- Politicians
- Funds

Top traders
- 5 short positions, $541K
- 2 long positions, $14.5K
Lean short2 long · 5 short
Open Hyperliquid positions in this stock from the tracked top-trader cohort.
Insiders
Lean short3 sales · $13.5M
2 of 3 on scheduled plans. Form 4 filings.
Politicians
- Josh Gottheimer, sold $1K–$15K, disclosed Jul 7
- Gilbert Cisneros, sold $100K–$250K, disclosed Sep 4
Lean short · thin0 buys · 2 salesCongress
Congress filings. Amounts are filing ranges, not prices, and filings can lag the trade.
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about BABA filings

Are insiders buying or selling Alibaba Group Holding Ltd (BABA) stock?

Which members of Congress have traded BABA recently?

How current is this BABA smart-money data?

Funds

What funds are doing

12 moves · 6 mo

Buys/Adds$671.0MSells/Trims$3.3B

Buys/Adds (1)

CA
Capula
Yan Huo · Q2 2026 13F
$306.5M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (2)

DS
D.E. Shaw
Q2 2026 13F
$90.7M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
CW
Cathie Wood
Q2 2026 13F
$86.8M
trimmed

5 more moves

Pro opens all of them for $16.50/month, paid yearly.

Unlock all 5 moves

Unlock everything for $29/month

Unlock for $29/month

Reported Aug 20, 2026

Earnings came in 43.3% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 20, 2026

Period ending

Jun 30, 2026

Earnings per share

$1.01-43.26% miss

$1.78 expected

Revenue

CNY 268.19B

Financial statements: Alpha Vantage

Next report

Estimated report: Nov 24, 2026, in 17 days

Estimates as of Nov 6, 2026

EPS expected

$10.96

$8.59 to $14.19

Revenue expected

$269.88B

21 analysts

Last 30 days

2up4down

Analysts cutting estimates

Estimate drift

+0.09

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 20, 2026	$1.01est. $1.78	-43.26%miss	CNY 268.19BAlpha Vantage	+8.3%from CNY 247.65B
Mar 31, 2026Reported May 13, 2026	$0.62est. $5.74	-89.20%miss	CNY 243.38BAlpha Vantage	+2.9%from CNY 236.45B
Dec 31, 2025Reported Mar 19, 2026	$7.09est. $10.94	-35.19%miss	CNY 284.84BAlpha Vantage	+1.7%from CNY 280.15B
Sep 30, 2025Reported Nov 25, 2025	$4.36est. $5.78	-24.57%miss	CNY 247.79BAlpha Vantage	+4.8%from CNY 236.50B
Jun 30, 2025Reported Aug 29, 2025	$14.75est. $15.47	-4.65%miss	CNY 247.65BAlpha Vantage	+1.8%from CNY 243.24B
Mar 31, 2025Reported May 15, 2025	$1.57est. $1.28	+22.66%beat	CNY 236.45BAlpha Vantage	+6.6%from CNY 221.87B
Dec 31, 2024Reported Feb 20, 2025	$21.39est. $19.38	+10.37%beat	CNY 280.15BAlpha Vantage	+7.6%from CNY 260.35B
Sep 30, 2024Reported Nov 15, 2024	$15.06est. $14.77	+1.96%beat	CNY 236.50BAlpha Vantage	+5.2%from CNY 224.79B

Open: $106.83
High: $109.69
Low: $106.44
Prev close: $108.07
52-wk high: $179.45
52-wk low: $91.99
Mkt cap: $268.85B
P/E: 26.2x
ROE: +6.4%
Fwd P/E: 17.4x
Beta: 0.40
Div yield: 0.97%
P/S: 0.3x
P/B: 1.7x
Profit margin: +7.0%
Op margin: +7.3%

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Net margin: 7.0%
P/E: 26.17
Forward P/E: 17.36
Market cap: $268.9B

Valuation

P/S0.26
P/B1.71
Dividend yield1.0%

Quality

Operating margin7.3%
ROE6.4%
ROA1.6%

Growth

Beta0.40

Technicals

Price structure

This stock's price action is mixed.

Trend

Mixed

55 / 100

RSI 14

52balanced

20D volatility

33%annualized

52-week range

$109.45

$91.99$179.45

20D support

$97.48recent floor

20D resistance

$112.73recent ceiling

Returns

5D +11.6%20D -1.7%60D -10.4%

Price vs moving averages

SMA20 +4.2%SMA50 +1.1%SMA200 -11.8%

Volume pace

1.04xvs prior 20D

News

What the news says

25 articles · 7 days

Coverage leans bullish

10 bullish · 10 neutral · 5 bearish

Alibaba Group to announce Q2FY27 results on November 19
NeutralNov 6
Alibaba Group Holding Ltd. ADR outperforms market on strong trading day
BullishNov 5
Alibaba (BABA) submits its monthly share capital return to Hong Kong’s stock exchange.
NeutralNov 5
What Alibaba Group Holders Got Wrong Before The Slide
Leans bearishNov 5
What's Going On With Alibaba Stock Wednesday?
BullishNov 4
114,624 Shares of Alibaba Group Holding Limited $BABA Bought by Mirae Asset Global Investments Co. Ltd.
NeutralNov 4
Should Apple AI Rollout Require Action From Alibaba (BABA) Investors?
Leans bullishNov 3
Open-source AI is the ‘only’ sustainable way forward, says Alibaba’s Joe Tsai
BullishNov 3

Alibaba Group Holding Ltd

Smart money at a glance

What do analysts expect?

Questions about BABA filings

Smart money on BABA

Questions about BABA filings

What funds are doing

What insiders are doing

What Congress is doing

What fin-fluencers are saying

How top traders are positioned

Unlock everything for $29/month

Earnings came in 43.3% below what analysts expected.

Estimated report: Nov 24, 2026, in 17 days

Previous reports

Is the business strong?

Price structure

What the news says

Ask it in Claude or ChatGPT.

Alibaba Group Holding Ltd

Smart money at a glance

What do analysts expect?

Questions about BABA filings

Smart money on BABA

Questions about BABA filings

What funds are doing

What insiders are doing

What Congress is doing

What fin-fluencers are saying

How top traders are positioned

Unlock everything for $29/month

Earnings came in 43.3% below what analysts expected.

Estimated report: Nov 24, 2026, in 17 days

Previous reports

Is the business strong?

Price structure

What the news says

Ask it in Claude or ChatGPT.

Alibaba Group Holding Ltd

Overview

Questions about BABA filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Ask it in Claude or ChatGPT.

Alibaba Group Holding Ltd

Overview

Questions about BABA filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Ask it in Claude or ChatGPT.