Holders over time
- ZM
- GOOGL
| Quarter | ZM | GOOGL |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 52 holders, $65.2bn |
| Q4 2020 | 35 holders, $9.9bn | 57 holders, $83.4bn |
| Q1 2021 | 24 holders, $12.2bn | 56 holders, $96.9bn |
| Q2 2021 | 26 holders, $19.2bn | 59 holders, $113bn |
| Q3 2021 | 25 holders, $15.0bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $10.5bn | 56 holders, $130bn |
| Q1 2022 | 21 holders, $6.0bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $2.7bn | 53 holders, $76.8bn |
| Q4 2022 | 10 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 16 holders, $3.2bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $2.1bn | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $2.1bn | 59 holders, $103bn |
| Q4 2023 | 19 holders, $2.8bn | 57 holders, $105bn |
| Q1 2024 | 15 holders, $2.3bn | 58 holders, $112bn |
| Q2 2024 | 10 holders, $1.8bn | 56 holders, $132bn |
| Q3 2024 | 13 holders, $2.2bn | 58 holders, $119bn |
| Q4 2024 | 13 holders, $2.7bn | 58 holders, $141bn |
| Q1 2025 | 12 holders, $2.0bn | 61 holders, $106bn |
| Q2 2025 | 11 holders, $2.3bn | 57 holders, $117bn |
| Q3 2025 | 15 holders, $2.9bn | 61 holders, $174bn |
| Q4 2025 | 14 holders, $3.2bn | 62 holders, $236bn |
| Q1 2026 | 11 holders, $2.5bn | 65 holders, $233bn |
| Q2 2026 | 16 holders, $2.6bn | 64 holders, $309bn |
Zoom Communications Inc
- Holders
- 10
- Reported value
- $1.8bn
- Buyers
- 7
- Sellers
- 6
Breadth +1 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 (6)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Fidelity (FMR LLC), Maverick Capital Ltd, Two Sigma Advisers LP
Only ZM (4)
ARK Investment Management LLC, Eisler Capital Management Ltd, Point72 Asset Management LP, Renaissance Technologies LLC
Only GOOGL (50)
AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, 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.