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WDAY · 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.

WDAYGOOGL
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.
  • WDAY
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterWDAYGOOGL
Q3 202035 holders, $10.9bn52 holders, $65.2bn
Q4 202025 holders, $10.8bn57 holders, $83.4bn
Q1 202120 holders, $12.4bn56 holders, $96.9bn
Q2 202122 holders, $11.3bn59 holders, $113bn
Q3 202130 holders, $12.4bn59 holders, $123bn
Q4 202126 holders, $13.9bn56 holders, $130bn
Q1 202236 holders, $12.3bn56 holders, $117bn
Q2 202233 holders, $6.8bn49 holders, $88.7bn
Q3 202231 holders, $7.2bn53 holders, $76.8bn
Q4 202234 holders, $8.0bn55 holders, $122bn
Q1 202334 holders, $9.3bn54 holders, $79.8bn
Q2 202331 holders, $10.5bn55 holders, $93.0bn
Q3 202336 holders, $10.5bn59 holders, $103bn
Q4 202335 holders, $13.1bn57 holders, $105bn
Q1 202440 holders, $12.2bn58 holders, $112bn
Q2 202438 holders, $7.8bn56 holders, $132bn
Q3 202433 holders, $9.7bn58 holders, $119bn
Q4 202425 holders, $6.2bn58 holders, $141bn
Q1 202522 holders, $5.0bn61 holders, $106bn
Q2 202522 holders, $3.7bn57 holders, $117bn
Q3 202522 holders, $4.3bn61 holders, $174bn
Q4 202515 holders, $4.9bn62 holders, $236bn
Q1 202616 holders, $2.9bn65 holders, $233bn
Q2 20269 holders, $2.5bn64 holders, $309bn
WDAY

Workday Inc

Holders
35
Reported value
$13.1bn
Buyers
13
Sellers
23

Breadth -10 among 93 comparable managers.

Software and IT servicesInternet, programming and data services
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 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WDAY (5)

Lone Pine Capital LLC, Moore Capital Management LP, Rokos Capital Management LLP, Steadfast Capital Management LP, Whale Rock Capital Management LLC

Only GOOGL (27)

Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Scion Asset Management LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, and 2 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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