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FSLY · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FSLY
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterFSLYGOOGL
Q3 20207 holders, $722m52 holders, $65.2bn
Q4 20208 holders, $591m57 holders, $83.4bn
Q1 20215 holders, $384m56 holders, $96.9bn
Q2 20215 holders, $276m59 holders, $113bn
Q3 20219 holders, $109m59 holders, $123bn
Q4 20217 holders, $165m56 holders, $130bn
Q1 20227 holders, $116m56 holders, $117bn
Q2 20227 holders, $77m49 holders, $88.7bn
Q3 20226 holders, $56m53 holders, $76.8bn
Q4 20224 holders, $66m55 holders, $122bn
Q1 20238 holders, $119m54 holders, $79.8bn
Q2 20235 holders, $94m55 holders, $93.0bn
Q3 20236 holders, $174m59 holders, $103bn
Q4 20236 holders, $146m57 holders, $105bn
Q1 20242 holders, $16m58 holders, $112bn
Q2 20242 holders, $16m56 holders, $132bn
Q3 20242 holders, $16m58 holders, $119bn
Q4 20243 holders, $25m58 holders, $141bn
Q1 20254 holders, $22m61 holders, $106bn
Q2 20253 holders, $11m57 holders, $117bn
Q3 20252 holders, $8.1m61 holders, $174bn
Q4 20252 holders, $26m62 holders, $236bn
Q1 20267 holders, $486m65 holders, $233bn
Q2 20263 holders, $384m64 holders, $309bn
FSLY

Fastly Inc

Holders
2
Reported value
$16m
Buyers
1
Sellers
2

Breadth -1 among 93 comparable managers.

GOOGL

Alphabet Inc

Holders
58
Reported value
$112bn
Buyers
28
Sellers
30

Breadth -2 among 93 comparable managers.

Who holds both, Q1 2024

Among the 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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