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SHOP · 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.

SHOPGOOGL
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.
  • SHOP
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterSHOPGOOGL
Q3 202038 holders, $28.2bn52 holders, $65.2bn
Q4 202041 holders, $30.9bn57 holders, $83.4bn
Q1 202140 holders, $30.7bn56 holders, $96.9bn
Q2 202139 holders, $40.4bn59 holders, $113bn
Q3 202133 holders, $36.7bn59 holders, $123bn
Q4 202131 holders, $37.8bn56 holders, $130bn
Q1 202225 holders, $15.8bn56 holders, $117bn
Q2 202220 holders, $6.2bn49 holders, $88.7bn
Q3 202220 holders, $5.6bn53 holders, $76.8bn
Q4 202220 holders, $8.5bn55 holders, $122bn
Q1 202324 holders, $11.7bn54 holders, $79.8bn
Q2 202331 holders, $16.4bn55 holders, $93.0bn
Q3 202324 holders, $13.5bn59 holders, $103bn
Q4 202325 holders, $21.4bn57 holders, $105bn
Q1 202426 holders, $20.6bn58 holders, $112bn
Q2 202423 holders, $18.8bn56 holders, $132bn
Q3 202421 holders, $24.2bn58 holders, $119bn
Q4 202429 holders, $32.0bn58 holders, $141bn
Q1 202527 holders, $28.6bn61 holders, $106bn
Q2 202523 holders, $30.2bn57 holders, $117bn
Q3 202528 holders, $36.9bn61 holders, $174bn
Q4 202532 holders, $40.2bn62 holders, $236bn
Q1 202632 holders, $29.0bn65 holders, $233bn
Q2 202635 holders, $27.8bn64 holders, $309bn
SHOP

Shopify Inc

Holders
25
Reported value
$21.4bn
Buyers
15
Sellers
11

Breadth +4 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · 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 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SHOP (3)

ARK Investment Management LLC, Durable Capital Partners LP, Whale Rock Capital Management LLC

Only GOOGL (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors 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, Jane Street Group LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 10 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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