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ROKU · 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.

ROKUGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • ROKU
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterROKUGOOGL
Q3 202018 holders, $4.1bn52 holders, $65.2bn
Q4 202020 holders, $7.6bn57 holders, $83.4bn
Q1 202123 holders, $9.0bn56 holders, $96.9bn
Q2 202126 holders, $12.4bn59 holders, $113bn
Q3 202119 holders, $7.2bn59 holders, $123bn
Q4 202118 holders, $6.3bn56 holders, $130bn
Q1 202217 holders, $4.1bn56 holders, $117bn
Q2 20229 holders, $2.6bn49 holders, $88.7bn
Q3 202212 holders, $1.6bn53 holders, $76.8bn
Q4 202211 holders, $1.1bn55 holders, $122bn
Q1 202314 holders, $2.0bn54 holders, $79.8bn
Q2 202315 holders, $1.9bn55 holders, $93.0bn
Q3 202315 holders, $2.5bn59 holders, $103bn
Q4 202316 holders, $3.4bn57 holders, $105bn
Q1 202413 holders, $2.1bn58 holders, $112bn
Q2 202412 holders, $2.0bn56 holders, $132bn
Q3 202414 holders, $2.7bn58 holders, $119bn
Q4 202414 holders, $2.9bn58 holders, $141bn
Q1 202518 holders, $2.7bn61 holders, $106bn
Q2 202523 holders, $3.5bn57 holders, $117bn
Q3 202526 holders, $4.6bn61 holders, $174bn
Q4 202532 holders, $4.5bn62 holders, $236bn
Q1 202622 holders, $3.5bn65 holders, $233bn
Q2 202624 holders, $3.3bn64 holders, $309bn
ROKU

Roku Inc

Holders
13
Reported value
$2.1bn
Buyers
9
Sellers
6

Breadth +3 among 93 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOGL

Alphabet Inc

Holders
58
Reported value
$112bn
Buyers
28
Sellers
30

Breadth -2 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q1 2024

Among the 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROKU (5)

ARK Investment Management LLC, Maverick Capital Ltd, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC

Only GOOGL (50)

AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, 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, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 25 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.

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