Holders over time
- LYFT
- GOOGL
| Quarter | LYFT | GOOGL |
|---|---|---|
| Q3 2020 | 14 holders, $2.0bn | 52 holders, $65.2bn |
| Q4 2020 | 16 holders, $3.8bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $5.0bn | 56 holders, $96.9bn |
| Q2 2021 | 16 holders, $4.6bn | 59 holders, $113bn |
| Q3 2021 | 13 holders, $4.1bn | 59 holders, $123bn |
| Q4 2021 | 14 holders, $3.3bn | 56 holders, $130bn |
| Q1 2022 | 14 holders, $2.7bn | 56 holders, $117bn |
| Q2 2022 | 13 holders, $783m | 49 holders, $88.7bn |
| Q3 2022 | 9 holders, $899m | 53 holders, $76.8bn |
| Q4 2022 | 7 holders, $750m | 55 holders, $122bn |
| Q1 2023 | 11 holders, $737m | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $814m | 55 holders, $93.0bn |
| Q3 2023 | 13 holders, $1.1bn | 59 holders, $103bn |
| Q4 2023 | 14 holders, $1.6bn | 57 holders, $105bn |
| Q1 2024 | 17 holders, $2.2bn | 58 holders, $112bn |
| Q2 2024 | 15 holders, $1.4bn | 56 holders, $132bn |
| Q3 2024 | 14 holders, $1.2bn | 58 holders, $119bn |
| Q4 2024 | 16 holders, $945m | 58 holders, $141bn |
| Q1 2025 | 13 holders, $720m | 61 holders, $106bn |
| Q2 2025 | 13 holders, $1.3bn | 57 holders, $117bn |
| Q3 2025 | 16 holders, $1.4bn | 61 holders, $174bn |
| Q4 2025 | 13 holders, $1.3bn | 62 holders, $236bn |
| Q1 2026 | 7 holders, $584m | 65 holders, $233bn |
| Q2 2026 | 4 holders, $444m | 64 holders, $309bn |
Lyft Inc
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 among 93 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $105bn
- Buyers
- 26
- Sellers
- 34
Breadth -8 among 93 comparable managers.
Who holds both, Q4 2023
Both (13)
Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only LYFT (1)
Only GOOGL (44)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, and 19 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.