Holders over time
- GDDY
- GOOGL
| Quarter | GDDY | GOOGL |
|---|---|---|
| Q3 2020 | 15 holders, $3.1bn | 52 holders, $65.2bn |
| Q4 2020 | 10 holders, $3.1bn | 57 holders, $83.4bn |
| Q1 2021 | 10 holders, $2.6bn | 56 holders, $96.9bn |
| Q2 2021 | 5 holders, $2.8bn | 59 holders, $113bn |
| Q3 2021 | 6 holders, $2.3bn | 59 holders, $123bn |
| Q4 2021 | 10 holders, $3.1bn | 56 holders, $130bn |
| Q1 2022 | 12 holders, $3.5bn | 56 holders, $117bn |
| Q2 2022 | 9 holders, $3.0bn | 49 holders, $88.7bn |
| Q3 2022 | 11 holders, $3.1bn | 53 holders, $76.8bn |
| Q4 2022 | 13 holders, $3.3bn | 55 holders, $122bn |
| Q1 2023 | 14 holders, $2.9bn | 54 holders, $79.8bn |
| Q2 2023 | 11 holders, $2.5bn | 55 holders, $93.0bn |
| Q3 2023 | 10 holders, $1.6bn | 59 holders, $103bn |
| Q4 2023 | 17 holders, $2.4bn | 57 holders, $105bn |
| Q1 2024 | 20 holders, $3.7bn | 58 holders, $112bn |
| Q2 2024 | 21 holders, $4.4bn | 56 holders, $132bn |
| Q3 2024 | 21 holders, $4.6bn | 58 holders, $119bn |
| Q4 2024 | 20 holders, $5.4bn | 58 holders, $141bn |
| Q1 2025 | 18 holders, $4.5bn | 61 holders, $106bn |
| Q2 2025 | 22 holders, $4.2bn | 57 holders, $117bn |
| Q3 2025 | 22 holders, $2.7bn | 61 holders, $174bn |
| Q4 2025 | 20 holders, $2.6bn | 62 holders, $236bn |
| Q1 2026 | 11 holders, $1.1bn | 65 holders, $233bn |
| Q2 2026 | 13 holders, $1.8bn | 64 holders, $309bn |
Godaddy Inc
- Holders
- 20
- Reported value
- $3.7bn
- Buyers
- 16
- Sellers
- 5
Breadth +11 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 (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only GDDY (4)
Maverick Capital Ltd, Renaissance Technologies LLC, Starboard Value LP, Voloridge Investment Management LLC
Only GOOGL (42)
AllianceBernstein LP, Altimeter Capital Management LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, and 17 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.