Holders over time
- LYFT
- GOOG
| Quarter | LYFT | GOOG |
|---|---|---|
| Q3 2020 | 14 holders, $2.0bn | 47 holders, $73.8bn |
| Q4 2020 | 16 holders, $3.8bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $5.0bn | 42 holders, $102bn |
| Q2 2021 | 16 holders, $4.6bn | 42 holders, $122bn |
| Q3 2021 | 13 holders, $4.1bn | 44 holders, $128bn |
| Q4 2021 | 14 holders, $3.3bn | 48 holders, $138bn |
| Q1 2022 | 14 holders, $2.7bn | 48 holders, $125bn |
| Q2 2022 | 13 holders, $783m | 46 holders, $93.3bn |
| Q3 2022 | 9 holders, $899m | 46 holders, $79.3bn |
| Q4 2022 | 7 holders, $750m | 46 holders, $62.7bn |
| Q1 2023 | 11 holders, $737m | 48 holders, $65.5bn |
| Q2 2023 | 10 holders, $814m | 43 holders, $75.1bn |
| Q3 2023 | 13 holders, $1.1bn | 45 holders, $81.6bn |
| Q4 2023 | 14 holders, $1.6bn | 45 holders, $82.8bn |
| Q1 2024 | 17 holders, $2.2bn | 46 holders, $83.4bn |
| Q2 2024 | 15 holders, $1.4bn | 45 holders, $98.4bn |
| Q3 2024 | 14 holders, $1.2bn | 48 holders, $86.1bn |
| Q4 2024 | 16 holders, $945m | 49 holders, $94.5bn |
| Q1 2025 | 13 holders, $720m | 53 holders, $72.6bn |
| Q2 2025 | 13 holders, $1.3bn | 50 holders, $77.5bn |
| Q3 2025 | 16 holders, $1.4bn | 49 holders, $107bn |
| Q4 2025 | 13 holders, $1.3bn | 54 holders, $152bn |
| Q1 2026 | 7 holders, $584m | 56 holders, $148bn |
| Q2 2026 | 4 holders, $444m | 53 holders, $194bn |
Lyft Inc
- Holders
- 17
- Reported value
- $2.2bn
- Buyers
- 14
- Sellers
- 3
Breadth +11 among 93 comparable managers.
Alphabet Inc
- Holders
- 46
- Reported value
- $83.4bn
- Buyers
- 16
- Sellers
- 26
Breadth -10 among 93 comparable managers.
Who holds both, Q1 2024
Both (9)
Appaloosa LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Squarepoint Ops LLC
Only LYFT (8)
Balyasny Asset Management LLC, Bridgewater Associates LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
Only GOOG (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 12 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.