L3VLUP

WDAY · SPCX 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.
  • WDAY
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterWDAYSPCX
Q3 202035 holders, $10.9bnnone listed holders, n.a.
Q4 202025 holders, $10.8bnnone listed holders, n.a.
Q1 202120 holders, $12.4bnnone listed holders, n.a.
Q2 202122 holders, $11.3bnnone listed holders, n.a.
Q3 202130 holders, $12.4bnnone listed holders, n.a.
Q4 202126 holders, $13.9bnnone listed holders, n.a.
Q1 202236 holders, $12.3bnnone listed holders, n.a.
Q2 202233 holders, $6.8bnnone listed holders, n.a.
Q3 202231 holders, $7.2bnnone listed holders, n.a.
Q4 202234 holders, $8.0bnnone listed holders, n.a.
Q1 202334 holders, $9.3bnnone listed holders, n.a.
Q2 202331 holders, $10.5bnnone listed holders, n.a.
Q3 202336 holders, $10.5bnnone listed holders, n.a.
Q4 202335 holders, $13.1bnnone listed holders, n.a.
Q1 202440 holders, $12.2bnnone listed holders, n.a.
Q2 202438 holders, $7.8bnnone listed holders, n.a.
Q3 202433 holders, $9.7bnnone listed holders, n.a.
Q4 202425 holders, $6.2bnnone listed holders, n.a.
Q1 202522 holders, $5.0bnnone listed holders, n.a.
Q2 202522 holders, $3.7bnnone listed holders, n.a.
Q3 202522 holders, $4.3bnnone listed holders, n.a.
Q4 202515 holders, $4.9bnnone listed holders, n.a.
Q1 202616 holders, $2.9bnnone listed holders, n.a.
Q2 20269 holders, $2.5bn42 holders, $105bn
WDAY

Workday Inc

Holders
35
Reported value
$13.1bn
Buyers
13
Sellers
23

Breadth -10 among 93 comparable managers.

SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 35 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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