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TOST · 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.

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.
  • TOST
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterTOSTGOOGL
Q3 2020none listed holders, n.a.52 holders, $65.2bn
Q4 2020none listed holders, n.a.57 holders, $83.4bn
Q1 2021none listed holders, n.a.56 holders, $96.9bn
Q2 2021none listed holders, n.a.59 holders, $113bn
Q3 202113 holders, $376m59 holders, $123bn
Q4 202112 holders, $1.6bn56 holders, $130bn
Q1 20228 holders, $1.3bn56 holders, $117bn
Q2 202210 holders, $889m49 holders, $88.7bn
Q3 202213 holders, $1.2bn53 holders, $76.8bn
Q4 202212 holders, $1.4bn55 holders, $122bn
Q1 202312 holders, $1.3bn54 holders, $79.8bn
Q2 202314 holders, $1.5bn55 holders, $93.0bn
Q3 202315 holders, $1.3bn59 holders, $103bn
Q4 202313 holders, $820m57 holders, $105bn
Q1 202412 holders, $1.5bn58 holders, $112bn
Q2 202414 holders, $1.8bn56 holders, $132bn
Q3 202411 holders, $2.8bn58 holders, $119bn
Q4 202418 holders, $4.1bn58 holders, $141bn
Q1 202516 holders, $2.7bn61 holders, $106bn
Q2 202521 holders, $3.4bn57 holders, $117bn
Q3 202518 holders, $2.6bn61 holders, $174bn
Q4 202517 holders, $2.6bn62 holders, $236bn
Q1 202614 holders, $2.4bn65 holders, $233bn
Q2 202613 holders, $2.2bn64 holders, $309bn
TOST

Toast Inc

Holders
13
Reported value
$820m
Buyers
10
Sellers
4

Breadth +6 among 93 comparable managers.

GOOGL

Alphabet Inc

Holders
57
Reported value
$105bn
Buyers
26
Sellers
34

Breadth -8 among 93 comparable managers.

Who holds both, Q4 2023

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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