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NTNX · 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.

NTNXGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • NTNX
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterNTNXGOOGL
Q3 20202 holders, $623m52 holders, $65.2bn
Q4 20209 holders, $1.0bn57 holders, $83.4bn
Q1 20217 holders, $845m56 holders, $96.9bn
Q2 202111 holders, $1.4bn59 holders, $113bn
Q3 202112 holders, $1.5bn59 holders, $123bn
Q4 202110 holders, $1.2bn56 holders, $130bn
Q1 20229 holders, $997m56 holders, $117bn
Q2 20228 holders, $546m49 holders, $88.7bn
Q3 202210 holders, $810m53 holders, $76.8bn
Q4 20229 holders, $1.0bn55 holders, $122bn
Q1 202310 holders, $1.1bn54 holders, $79.8bn
Q2 202311 holders, $1.3bn55 holders, $93.0bn
Q3 202315 holders, $1.7bn59 holders, $103bn
Q4 202319 holders, $2.6bn57 holders, $105bn
Q1 202421 holders, $3.7bn58 holders, $112bn
Q2 202423 holders, $3.5bn56 holders, $132bn
Q3 202417 holders, $3.4bn58 holders, $119bn
Q4 202411 holders, $3.2bn58 holders, $141bn
Q1 202512 holders, $3.9bn61 holders, $106bn
Q2 202522 holders, $4.8bn57 holders, $117bn
Q3 202513 holders, $4.3bn61 holders, $174bn
Q4 202510 holders, $3.1bn62 holders, $236bn
Q1 20267 holders, $2.3bn65 holders, $233bn
Q2 202610 holders, $3.3bn64 holders, $309bn
NTNX

Nutanix Inc

Holders
19
Reported value
$2.6bn
Buyers
11
Sellers
8

Breadth +3 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
57
Reported value
$105bn
Buyers
26
Sellers
34

Breadth -8 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q4 2023

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NTNX (4)

Discovery Capital Management LLC, PDT Partners LLC, Voloridge Investment Management LLC, Woodline Partners LP

Only GOOGL (42)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, 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, Man Group PLC, Markel Group Inc, and 17 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.

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