Holders over time
- AKAM
- V
| Quarter | AKAM | V |
|---|---|---|
| Q3 2020 | 11 holders, $893m | 55 holders, $62.2bn |
| Q4 2020 | 8 holders, $370m | 52 holders, $67.1bn |
| Q1 2021 | 8 holders, $323m | 58 holders, $64.5bn |
| Q2 2021 | 8 holders, $352m | 52 holders, $69.3bn |
| Q3 2021 | 8 holders, $375m | 56 holders, $63.6bn |
| Q4 2021 | 10 holders, $594m | 47 holders, $58.0bn |
| Q1 2022 | 10 holders, $753m | 59 holders, $61.8bn |
| Q2 2022 | 9 holders, $381m | 57 holders, $55.2bn |
| Q3 2022 | 9 holders, $352m | 57 holders, $50.7bn |
| Q4 2022 | 9 holders, $451m | 54 holders, $59.4bn |
| Q1 2023 | 14 holders, $755m | 55 holders, $64.0bn |
| Q2 2023 | 12 holders, $863m | 54 holders, $65.2bn |
| Q3 2023 | 17 holders, $1.4bn | 55 holders, $61.5bn |
| Q4 2023 | 15 holders, $1.2bn | 48 holders, $68.6bn |
| Q1 2024 | 15 holders, $741m | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $414m | 45 holders, $69.5bn |
| Q3 2024 | 7 holders, $453m | 47 holders, $70.5bn |
| Q4 2024 | 8 holders, $391m | 48 holders, $77.6bn |
| Q1 2025 | 5 holders, $115m | 43 holders, $83.5bn |
| Q2 2025 | 3 holders, $35m | 45 holders, $83.4bn |
| Q3 2025 | 6 holders, $292m | 48 holders, $82.8bn |
| Q4 2025 | 11 holders, $1.1bn | 49 holders, $86.0bn |
| Q1 2026 | 17 holders, $2.6bn | 49 holders, $73.3bn |
| Q2 2026 | 13 holders, $3.2bn | 52 holders, $81.9bn |
Akamai Technologies Inc
- Holders
- 15
- Reported value
- $741m
- Buyers
- 10
- Sellers
- 8
Breadth +2 among 93 comparable managers.
Visa Inc
- Holders
- 50
- Reported value
- $73.1bn
- Buyers
- 17
- Sellers
- 31
Breadth -14 among 93 comparable managers.
Who holds both, Q1 2024
Both (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only AKAM (2)
Hudson Bay Capital Management LP, Point72 Asset Management LP
Only V (37)
Akre Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, 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.