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BOX · 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.
  • BOX
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterBOXGOOGL
Q3 202013 holders, $456m52 holders, $65.2bn
Q4 202011 holders, $426m57 holders, $83.4bn
Q1 202111 holders, $444m56 holders, $96.9bn
Q2 20218 holders, $457m59 holders, $113bn
Q3 20218 holders, $351m59 holders, $123bn
Q4 20217 holders, $159m56 holders, $130bn
Q1 20228 holders, $165m56 holders, $117bn
Q2 20226 holders, $135m49 holders, $88.7bn
Q3 20227 holders, $106m53 holders, $76.8bn
Q4 20226 holders, $152m55 holders, $122bn
Q1 20237 holders, $188m54 holders, $79.8bn
Q2 20235 holders, $192m55 holders, $93.0bn
Q3 20236 holders, $148m59 holders, $103bn
Q4 20237 holders, $156m57 holders, $105bn
Q1 20245 holders, $135m58 holders, $112bn
Q2 20244 holders, $106m56 holders, $132bn
Q3 20247 holders, $225m58 holders, $119bn
Q4 20247 holders, $311m58 holders, $141bn
Q1 20258 holders, $359m61 holders, $106bn
Q2 20259 holders, $556m57 holders, $117bn
Q3 202510 holders, $484m61 holders, $174bn
Q4 20258 holders, $401m62 holders, $236bn
Q1 20268 holders, $391m65 holders, $233bn
Q2 20268 holders, $385m64 holders, $309bn
BOX

Box Inc

Holders
7
Reported value
$156m
Buyers
3
Sellers
4

Breadth -1 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 58 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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