Holders over time
- DOCU
- AMZN
| Quarter | DOCU | AMZN |
|---|---|---|
| Q3 2020 | 29 holders, $7.4bn | 63 holders, $195bn |
| Q4 2020 | 30 holders, $7.2bn | 65 holders, $198bn |
| Q1 2021 | 26 holders, $6.7bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $9.7bn | 66 holders, $221bn |
| Q3 2021 | 26 holders, $9.5bn | 59 holders, $199bn |
| Q4 2021 | 14 holders, $4.8bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $4.3bn | 66 holders, $201bn |
| Q2 2022 | 14 holders, $2.0bn | 58 holders, $125bn |
| Q3 2022 | 14 holders, $1.6bn | 60 holders, $136bn |
| Q4 2022 | 17 holders, $2.0bn | 56 holders, $93.6bn |
| Q1 2023 | 14 holders, $2.2bn | 61 holders, $112bn |
| Q2 2023 | 14 holders, $2.0bn | 64 holders, $144bn |
| Q3 2023 | 16 holders, $1.3bn | 65 holders, $141bn |
| Q4 2023 | 22 holders, $2.2bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $2.0bn | 69 holders, $209bn |
| Q2 2024 | 13 holders, $1.3bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $1.8bn | 62 holders, $206bn |
| Q4 2024 | 11 holders, $2.6bn | 68 holders, $250bn |
| Q1 2025 | 13 holders, $2.2bn | 70 holders, $218bn |
| Q2 2025 | 13 holders, $1.4bn | 71 holders, $253bn |
| Q3 2025 | 14 holders, $1.4bn | 69 holders, $244bn |
| Q4 2025 | 13 holders, $1.6bn | 74 holders, $280bn |
| Q1 2026 | 20 holders, $1.7bn | 70 holders, $261bn |
| Q2 2026 | 14 holders, $1.5bn | 72 holders, $305bn |
Docusign Inc
- Holders
- 13
- Reported value
- $1.3bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 among 94 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $224bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Holocene Advisors LP, Maverick Capital Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Winton Group Ltd
Only DOCU (0)
None.
Only AMZN (57)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, and 32 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.