Holders over time
- ZM
- GOOGL
| Quarter | ZM | GOOGL |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 52 holders, $65.2bn |
| Q4 2020 | 35 holders, $9.9bn | 57 holders, $83.4bn |
| Q1 2021 | 24 holders, $12.2bn | 56 holders, $96.9bn |
| Q2 2021 | 26 holders, $19.2bn | 59 holders, $113bn |
| Q3 2021 | 25 holders, $15.0bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $10.5bn | 56 holders, $130bn |
| Q1 2022 | 21 holders, $6.0bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $2.7bn | 53 holders, $76.8bn |
| Q4 2022 | 10 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 16 holders, $3.2bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $2.1bn | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $2.1bn | 59 holders, $103bn |
| Q4 2023 | 19 holders, $2.8bn | 57 holders, $105bn |
| Q1 2024 | 15 holders, $2.3bn | 58 holders, $112bn |
| Q2 2024 | 10 holders, $1.8bn | 56 holders, $132bn |
| Q3 2024 | 13 holders, $2.2bn | 58 holders, $119bn |
| Q4 2024 | 13 holders, $2.7bn | 58 holders, $141bn |
| Q1 2025 | 12 holders, $2.0bn | 61 holders, $106bn |
| Q2 2025 | 11 holders, $2.3bn | 57 holders, $117bn |
| Q3 2025 | 15 holders, $2.9bn | 61 holders, $174bn |
| Q4 2025 | 14 holders, $3.2bn | 62 holders, $236bn |
| Q1 2026 | 11 holders, $2.5bn | 65 holders, $233bn |
| Q2 2026 | 16 holders, $2.6bn | 64 holders, $309bn |
Zoom Communications Inc
- Holders
- 19
- Reported value
- $2.8bn
- Buyers
- 15
- Sellers
- 4
Breadth +11 among 93 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $105bn
- Buyers
- 26
- Sellers
- 34
Breadth -8 among 93 comparable managers.
Who holds both, Q4 2023
Both (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Millennium Management LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only GOOGL (41)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, and 16 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.