L3VLUP

SFIX · GOOG 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.
  • SFIX
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterSFIXGOOG
Q3 20203 holders, $146m47 holders, $73.8bn
Q4 20208 holders, $618m48 holders, $88.6bn
Q1 20219 holders, $563m42 holders, $102bn
Q2 20217 holders, $643m42 holders, $122bn
Q3 20216 holders, $212m44 holders, $128bn
Q4 20216 holders, $38m48 holders, $138bn
Q1 20224 holders, $43m48 holders, $125bn
Q2 20222 holders, $6.8m46 holders, $93.3bn
Q3 20222 holders, $5.4m46 holders, $79.3bn
Q4 20222 holders, $238k46 holders, $62.7bn
Q1 20232 holders, $7.0m48 holders, $65.5bn
Q2 20231 holders, $5.2m43 holders, $75.1bn
Q3 20231 holders, $4.6m45 holders, $81.6bn
Q4 20231 holders, $470k45 holders, $82.8bn
Q1 20241 holders, $1.6m46 holders, $83.4bn
Q2 20241 holders, $3.3m45 holders, $98.4bn
Q3 20241 holders, $2.2m48 holders, $86.1bn
Q4 2024none listed holders, n.a.49 holders, $94.5bn
Q1 20251 holders, $2.6m53 holders, $72.6bn
Q2 20252 holders, $4.4m50 holders, $77.5bn
Q3 20252 holders, $5.8m49 holders, $107bn
Q4 20251 holders, $30m54 holders, $152bn
Q1 20261 holders, $2.4m56 holders, $148bn
Q2 20261 holders, $3.0m53 holders, $194bn
SFIX

Stitch Fix Inc

Holders
1
Reported value
$1.6m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

GOOG

Alphabet Inc

Holders
46
Reported value
$83.4bn
Buyers
16
Sellers
26

Breadth -10 among 93 comparable managers.

Who holds both, Q1 2024

Among the 46 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.

Back to the 13F Explorer →