Holders over time
- ADSK
- GOOGL
| Quarter | ADSK | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $11.0bn | 52 holders, $65.2bn |
| Q4 2020 | 25 holders, $13.2bn | 57 holders, $83.4bn |
| Q1 2021 | 26 holders, $10.8bn | 56 holders, $96.9bn |
| Q2 2021 | 28 holders, $11.2bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $10.4bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $8.7bn | 56 holders, $130bn |
| Q1 2022 | 23 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 25 holders, $5.2bn | 49 holders, $88.7bn |
| Q3 2022 | 22 holders, $6.1bn | 53 holders, $76.8bn |
| Q4 2022 | 24 holders, $6.0bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $6.6bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $5.3bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.7bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.9bn | 57 holders, $105bn |
| Q1 2024 | 23 holders, $7.5bn | 58 holders, $112bn |
| Q2 2024 | 28 holders, $6.0bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $8.6bn | 58 holders, $141bn |
| Q1 2025 | 39 holders, $6.9bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $7.5bn | 57 holders, $117bn |
| Q3 2025 | 34 holders, $8.4bn | 61 holders, $174bn |
| Q4 2025 | 31 holders, $9.0bn | 62 holders, $236bn |
| Q1 2026 | 28 holders, $6.5bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $4.5bn | 64 holders, $309bn |
Autodesk Inc
- Holders
- 23
- Reported value
- $7.5bn
- Buyers
- 9
- Sellers
- 15
Breadth -6 among 93 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $112bn
- Buyers
- 28
- Sellers
- 30
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (21)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Wellington Management Group LLP
Only ADSK (2)
Only GOOGL (37)
Acadian Asset Management LLC, Altimeter Capital Management LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, and 12 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.