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ADSK · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ADSK
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterADSKGOOGL
Q3 202028 holders, $11.0bn52 holders, $65.2bn
Q4 202025 holders, $13.2bn57 holders, $83.4bn
Q1 202126 holders, $10.8bn56 holders, $96.9bn
Q2 202128 holders, $11.2bn59 holders, $113bn
Q3 202121 holders, $10.4bn59 holders, $123bn
Q4 202118 holders, $8.7bn56 holders, $130bn
Q1 202223 holders, $6.7bn56 holders, $117bn
Q2 202225 holders, $5.2bn49 holders, $88.7bn
Q3 202222 holders, $6.1bn53 holders, $76.8bn
Q4 202224 holders, $6.0bn55 holders, $122bn
Q1 202330 holders, $6.6bn54 holders, $79.8bn
Q2 202327 holders, $5.3bn55 holders, $93.0bn
Q3 202321 holders, $4.7bn59 holders, $103bn
Q4 202324 holders, $5.9bn57 holders, $105bn
Q1 202423 holders, $7.5bn58 holders, $112bn
Q2 202428 holders, $6.0bn56 holders, $132bn
Q3 202428 holders, $7.7bn58 holders, $119bn
Q4 202431 holders, $8.6bn58 holders, $141bn
Q1 202539 holders, $6.9bn61 holders, $106bn
Q2 202530 holders, $7.5bn57 holders, $117bn
Q3 202534 holders, $8.4bn61 holders, $174bn
Q4 202531 holders, $9.0bn62 holders, $236bn
Q1 202628 holders, $6.5bn65 holders, $233bn
Q2 202619 holders, $4.5bn64 holders, $309bn
ADSK

Autodesk Inc

Holders
24
Reported value
$5.9bn
Buyers
9
Sellers
16

Breadth -7 among 93 comparable managers.

GOOGL

Alphabet Inc

Holders
57
Reported value
$105bn
Buyers
26
Sellers
34

Breadth -8 among 93 comparable managers.

Who holds both, Q4 2023

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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