Holders over time
- CRWD
- GOOGL
| Quarter | CRWD | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 52 holders, $65.2bn |
| Q4 2020 | 34 holders, $8.6bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $6.5bn | 56 holders, $96.9bn |
| Q2 2021 | 31 holders, $9.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.5bn | 59 holders, $123bn |
| Q4 2021 | 30 holders, $5.8bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $6.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 34 holders, $3.5bn | 53 holders, $76.8bn |
| Q4 2022 | 25 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 25 holders, $2.3bn | 54 holders, $79.8bn |
| Q2 2023 | 18 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 24 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.4bn | 57 holders, $105bn |
| Q1 2024 | 37 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 31 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 26 holders, $3.5bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $3.5bn | 58 holders, $141bn |
| Q1 2025 | 19 holders, $4.0bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $7.1bn | 57 holders, $117bn |
| Q3 2025 | 19 holders, $6.7bn | 61 holders, $174bn |
| Q4 2025 | 22 holders, $9.7bn | 62 holders, $236bn |
| Q1 2026 | 25 holders, $9.2bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $20.4bn | 64 holders, $309bn |
Crowdstrike HLDGS Inc
- Holders
- 37
- Reported value
- $7.4bn
- Buyers
- 24
- Sellers
- 11
Breadth +13 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 (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only CRWD (7)
ARK Investment Management LLC, Maverick Capital Ltd, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Voloridge Investment Management LLC
Only GOOGL (28)
Altimeter Capital Management LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Third Point LLC, and 3 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.