Holders over time
- BILL
- GOOGL
| Quarter | BILL | GOOGL |
|---|---|---|
| Q3 2020 | 12 holders, $2.0bn | 52 holders, $65.2bn |
| Q4 2020 | 16 holders, $2.5bn | 57 holders, $83.4bn |
| Q1 2021 | 15 holders, $2.6bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $3.1bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $5.2bn | 59 holders, $123bn |
| Q4 2021 | 20 holders, $4.8bn | 56 holders, $130bn |
| Q1 2022 | 19 holders, $4.7bn | 56 holders, $117bn |
| Q2 2022 | 14 holders, $2.1bn | 49 holders, $88.7bn |
| Q3 2022 | 18 holders, $2.4bn | 53 holders, $76.8bn |
| Q4 2022 | 13 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 10 holders, $1.4bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $2.7bn | 55 holders, $93.0bn |
| Q3 2023 | 10 holders, $2.5bn | 59 holders, $103bn |
| Q4 2023 | 8 holders, $1.6bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $1.6bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $868m | 56 holders, $132bn |
| Q3 2024 | 15 holders, $900m | 58 holders, $119bn |
| Q4 2024 | 16 holders, $1.9bn | 58 holders, $141bn |
| Q1 2025 | 13 holders, $821m | 61 holders, $106bn |
| Q2 2025 | 12 holders, $804m | 57 holders, $117bn |
| Q3 2025 | 10 holders, $1.1bn | 61 holders, $174bn |
| Q4 2025 | 11 holders, $1.2bn | 62 holders, $236bn |
| Q1 2026 | 9 holders, $575m | 65 holders, $233bn |
| Q2 2026 | 6 holders, $403m | 64 holders, $309bn |
Bill.com Holdings Inc
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 11
- Sellers
- 5
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 (11)
D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only GOOGL (47)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Element Capital Management LLC, 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, and 22 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.