Holders over time
- MTCH
- GOOGL
| Quarter | MTCH | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $9.6bn | 52 holders, $65.2bn |
| Q4 2020 | 28 holders, $12.9bn | 57 holders, $83.4bn |
| Q1 2021 | 30 holders, $10.6bn | 56 holders, $96.9bn |
| Q2 2021 | 23 holders, $11.5bn | 59 holders, $113bn |
| Q3 2021 | 20 holders, $9.2bn | 59 holders, $123bn |
| Q4 2021 | 17 holders, $7.2bn | 56 holders, $130bn |
| Q1 2022 | 20 holders, $5.9bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $3.3bn | 49 holders, $88.7bn |
| Q3 2022 | 16 holders, $2.0bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $1.7bn | 55 holders, $122bn |
| Q1 2023 | 17 holders, $1.2bn | 54 holders, $79.8bn |
| Q2 2023 | 15 holders, $1.3bn | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $1.2bn | 59 holders, $103bn |
| Q4 2023 | 15 holders, $745m | 57 holders, $105bn |
| Q1 2024 | 7 holders, $456m | 58 holders, $112bn |
| Q2 2024 | 8 holders, $649m | 56 holders, $132bn |
| Q3 2024 | 11 holders, $1.3bn | 58 holders, $119bn |
| Q4 2024 | 9 holders, $1.3bn | 58 holders, $141bn |
| Q1 2025 | 10 holders, $1.5bn | 61 holders, $106bn |
| Q2 2025 | 8 holders, $1.2bn | 57 holders, $117bn |
| Q3 2025 | 9 holders, $1.5bn | 61 holders, $174bn |
| Q4 2025 | 8 holders, $1.4bn | 62 holders, $236bn |
| Q1 2026 | 7 holders, $1.1bn | 65 holders, $233bn |
| Q2 2026 | 12 holders, $1.1bn | 64 holders, $309bn |
Match Group Inc New
- Holders
- 15
- Reported value
- $745m
- Buyers
- 14
- Sellers
- 4
Breadth +10 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 (12)
AQR Capital Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only MTCH (3)
Davidson Kempner Capital Management LP, Elliott Investment Management LP, Walleye Capital LLC
Only GOOGL (45)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 20 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.