Holders over time
- ETSY
- GOOGL
| Quarter | ETSY | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $3.4bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.1bn | 57 holders, $83.4bn |
| Q1 2021 | 24 holders, $5.4bn | 56 holders, $96.9bn |
| Q2 2021 | 20 holders, $5.9bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $5.6bn | 59 holders, $123bn |
| Q4 2021 | 22 holders, $5.5bn | 56 holders, $130bn |
| Q1 2022 | 12 holders, $2.9bn | 56 holders, $117bn |
| Q2 2022 | 13 holders, $1.8bn | 49 holders, $88.7bn |
| Q3 2022 | 15 holders, $2.2bn | 53 holders, $76.8bn |
| Q4 2022 | 17 holders, $2.6bn | 55 holders, $122bn |
| Q1 2023 | 17 holders, $2.7bn | 54 holders, $79.8bn |
| Q2 2023 | 20 holders, $1.4bn | 55 holders, $93.0bn |
| Q3 2023 | 18 holders, $517m | 59 holders, $103bn |
| Q4 2023 | 13 holders, $580m | 57 holders, $105bn |
| Q1 2024 | 16 holders, $753m | 58 holders, $112bn |
| Q2 2024 | 13 holders, $957m | 56 holders, $132bn |
| Q3 2024 | 14 holders, $1.1bn | 58 holders, $119bn |
| Q4 2024 | 17 holders, $1.1bn | 58 holders, $141bn |
| Q1 2025 | 15 holders, $1.1bn | 61 holders, $106bn |
| Q2 2025 | 15 holders, $1.6bn | 57 holders, $117bn |
| Q3 2025 | 11 holders, $1.9bn | 61 holders, $174bn |
| Q4 2025 | 15 holders, $1.4bn | 62 holders, $236bn |
| Q1 2026 | 9 holders, $1.2bn | 65 holders, $233bn |
| Q2 2026 | 16 holders, $2.1bn | 64 holders, $309bn |
Etsy Inc
- Holders
- 16
- Reported value
- $753m
- Buyers
- 13
- Sellers
- 5
Breadth +8 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 (12)
AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only ETSY (4)
Elliott Investment Management LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only GOOGL (46)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, and 21 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.