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CDNS · 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.

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.
  • CDNS
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterCDNSGOOGL
Q3 202024 holders, $4.8bn52 holders, $65.2bn
Q4 202012 holders, $5.7bn57 holders, $83.4bn
Q1 202112 holders, $6.2bn56 holders, $96.9bn
Q2 202118 holders, $6.3bn59 holders, $113bn
Q3 202119 holders, $6.8bn59 holders, $123bn
Q4 202118 holders, $8.0bn56 holders, $130bn
Q1 202226 holders, $7.8bn56 holders, $117bn
Q2 202223 holders, $6.9bn49 holders, $88.7bn
Q3 202227 holders, $7.8bn53 holders, $76.8bn
Q4 202226 holders, $7.1bn55 holders, $122bn
Q1 202327 holders, $9.3bn54 holders, $79.8bn
Q2 202337 holders, $11.5bn55 holders, $93.0bn
Q3 202329 holders, $11.2bn59 holders, $103bn
Q4 202333 holders, $11.7bn57 holders, $105bn
Q1 202426 holders, $12.5bn58 holders, $112bn
Q2 202425 holders, $11.4bn56 holders, $132bn
Q3 202427 holders, $9.2bn58 holders, $119bn
Q4 202424 holders, $9.8bn58 holders, $141bn
Q1 202526 holders, $8.7bn61 holders, $106bn
Q2 202526 holders, $8.8bn57 holders, $117bn
Q3 202525 holders, $10.7bn61 holders, $174bn
Q4 202529 holders, $12.0bn62 holders, $236bn
Q1 202628 holders, $11.4bn65 holders, $233bn
Q2 202622 holders, $13.8bn64 holders, $309bn
CDNS

Cadence Design System Inc

Holders
25
Reported value
$11.4bn
Buyers
11
Sellers
16

Breadth -5 among 94 comparable managers.

GOOGL

Alphabet Inc

Holders
56
Reported value
$132bn
Buyers
23
Sellers
34

Breadth -11 among 94 comparable managers.

Who holds both, Q2 2024

Among the 58 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.

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