Holders over time
- DOCU
- MSFT
| Quarter | DOCU | MSFT |
|---|---|---|
| Q3 2020 | 29 holders, $7.4bn | 63 holders, $218bn |
| Q4 2020 | 30 holders, $7.2bn | 66 holders, $228bn |
| Q1 2021 | 26 holders, $6.7bn | 65 holders, $241bn |
| Q2 2021 | 25 holders, $9.7bn | 62 holders, $273bn |
| Q3 2021 | 26 holders, $9.5bn | 64 holders, $283bn |
| Q4 2021 | 14 holders, $4.8bn | 65 holders, $336bn |
| Q1 2022 | 16 holders, $4.3bn | 63 holders, $297bn |
| Q2 2022 | 14 holders, $2.0bn | 67 holders, $245bn |
| Q3 2022 | 14 holders, $1.6bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $2.0bn | 62 holders, $217bn |
| Q1 2023 | 14 holders, $2.2bn | 65 holders, $254bn |
| Q2 2023 | 14 holders, $2.0bn | 69 holders, $304bn |
| Q3 2023 | 16 holders, $1.3bn | 71 holders, $281bn |
| Q4 2023 | 22 holders, $2.2bn | 66 holders, $333bn |
| Q1 2024 | 18 holders, $2.0bn | 68 holders, $361bn |
| Q2 2024 | 13 holders, $1.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $1.8bn | 69 holders, $356bn |
| Q4 2024 | 11 holders, $2.6bn | 70 holders, $338bn |
| Q1 2025 | 13 holders, $2.2bn | 67 holders, $294bn |
| Q2 2025 | 13 holders, $1.4bn | 65 holders, $401bn |
| Q3 2025 | 14 holders, $1.4bn | 70 holders, $427bn |
| Q4 2025 | 13 holders, $1.6bn | 68 holders, $411bn |
| Q1 2026 | 20 holders, $1.7bn | 64 holders, $312bn |
| Q2 2026 | 14 holders, $1.5bn | 60 holders, $291bn |
Docusign Inc
- Holders
- 22
- Reported value
- $2.2bn
- Buyers
- 14
- Sellers
- 8
Breadth +6 among 93 comparable managers.
Microsoft Corp
- Holders
- 66
- Reported value
- $333bn
- Buyers
- 20
- Sellers
- 48
Breadth -28 among 93 comparable managers.
Who holds both, Q4 2023
Both (19)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only DOCU (3)
Renaissance Technologies LLC, Walleye Capital LLC, Woodline Partners LP
Only MSFT (47)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, and 22 more
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.