Holders over time
- BILL
- GOOGL
| Quarter | BILL | GOOGL |
|---|---|---|
| Q3 2020 | 12 holders, $2.0bn | 52 holders, $65.2bn |
| Q4 2020 | 16 holders, $2.5bn | 57 holders, $83.4bn |
| Q1 2021 | 15 holders, $2.6bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $3.1bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $5.2bn | 59 holders, $123bn |
| Q4 2021 | 20 holders, $4.8bn | 56 holders, $130bn |
| Q1 2022 | 19 holders, $4.7bn | 56 holders, $117bn |
| Q2 2022 | 14 holders, $2.1bn | 49 holders, $88.7bn |
| Q3 2022 | 18 holders, $2.4bn | 53 holders, $76.8bn |
| Q4 2022 | 13 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 10 holders, $1.4bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $2.7bn | 55 holders, $93.0bn |
| Q3 2023 | 10 holders, $2.5bn | 59 holders, $103bn |
| Q4 2023 | 8 holders, $1.6bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $1.6bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $868m | 56 holders, $132bn |
| Q3 2024 | 15 holders, $900m | 58 holders, $119bn |
| Q4 2024 | 16 holders, $1.9bn | 58 holders, $141bn |
| Q1 2025 | 13 holders, $821m | 61 holders, $106bn |
| Q2 2025 | 12 holders, $804m | 57 holders, $117bn |
| Q3 2025 | 10 holders, $1.1bn | 61 holders, $174bn |
| Q4 2025 | 11 holders, $1.2bn | 62 holders, $236bn |
| Q1 2026 | 9 holders, $575m | 65 holders, $233bn |
| Q2 2026 | 6 holders, $403m | 64 holders, $309bn |
Bill.com Holdings Inc
- Holders
- 13
- Reported value
- $868m
- Buyers
- 11
- Sellers
- 3
Breadth +8 among 94 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $132bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Who holds both, Q2 2024
Both (7)
D. E. Shaw & Co., Holocene Advisors LP, Marshall Wace LLP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP
Only BILL (6)
ARK Investment Management LLC, Light Street Capital Management LLC, PDT Partners LLC, Point72 Asset Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GOOGL (49)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 24 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.