Holders over time
- DOCU
- MSFT
| Quarter | DOCU | MSFT |
|---|---|---|
| Q3 2020 | 29 holders, $7.4bn | 63 holders, $218bn |
| Q4 2020 | 30 holders, $7.2bn | 66 holders, $228bn |
| Q1 2021 | 26 holders, $6.7bn | 65 holders, $241bn |
| Q2 2021 | 25 holders, $9.7bn | 62 holders, $273bn |
| Q3 2021 | 26 holders, $9.5bn | 64 holders, $283bn |
| Q4 2021 | 14 holders, $4.8bn | 65 holders, $336bn |
| Q1 2022 | 16 holders, $4.3bn | 63 holders, $297bn |
| Q2 2022 | 14 holders, $2.0bn | 67 holders, $245bn |
| Q3 2022 | 14 holders, $1.6bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $2.0bn | 62 holders, $217bn |
| Q1 2023 | 14 holders, $2.2bn | 65 holders, $254bn |
| Q2 2023 | 14 holders, $2.0bn | 69 holders, $304bn |
| Q3 2023 | 16 holders, $1.3bn | 71 holders, $281bn |
| Q4 2023 | 22 holders, $2.2bn | 66 holders, $333bn |
| Q1 2024 | 18 holders, $2.0bn | 68 holders, $361bn |
| Q2 2024 | 13 holders, $1.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $1.8bn | 69 holders, $356bn |
| Q4 2024 | 11 holders, $2.6bn | 70 holders, $338bn |
| Q1 2025 | 13 holders, $2.2bn | 67 holders, $294bn |
| Q2 2025 | 13 holders, $1.4bn | 65 holders, $401bn |
| Q3 2025 | 14 holders, $1.4bn | 70 holders, $427bn |
| Q4 2025 | 13 holders, $1.6bn | 68 holders, $411bn |
| Q1 2026 | 20 holders, $1.7bn | 64 holders, $312bn |
| Q2 2026 | 14 holders, $1.5bn | 60 holders, $291bn |
Docusign Inc
- Holders
- 18
- Reported value
- $2.0bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 among 93 comparable managers.
Microsoft Corp
- Holders
- 68
- Reported value
- $361bn
- Buyers
- 21
- Sellers
- 44
Breadth -23 among 93 comparable managers.
Who holds both, Q1 2024
Both (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Man Group PLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only DOCU (3)
Renaissance Technologies LLC, Tudor Investment Corp, Winton Group Ltd
Only MSFT (53)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, and 28 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.