Holders over time
- ZS
- AMZN
| Quarter | ZS | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $1.3bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $1.7bn | 65 holders, $198bn |
| Q1 2021 | 15 holders, $1.4bn | 65 holders, $193bn |
| Q2 2021 | 17 holders, $2.0bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $3.2bn | 59 holders, $199bn |
| Q4 2021 | 14 holders, $3.6bn | 66 holders, $209bn |
| Q1 2022 | 19 holders, $2.9bn | 66 holders, $201bn |
| Q2 2022 | 16 holders, $1.8bn | 58 holders, $125bn |
| Q3 2022 | 22 holders, $2.0bn | 60 holders, $136bn |
| Q4 2022 | 12 holders, $1.3bn | 56 holders, $93.6bn |
| Q1 2023 | 11 holders, $1.4bn | 61 holders, $112bn |
| Q2 2023 | 18 holders, $1.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $1.7bn | 65 holders, $141bn |
| Q4 2023 | 17 holders, $2.2bn | 69 holders, $172bn |
| Q1 2024 | 19 holders, $2.0bn | 69 holders, $209bn |
| Q2 2024 | 19 holders, $1.4bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $1.1bn | 62 holders, $206bn |
| Q4 2024 | 17 holders, $1.4bn | 68 holders, $250bn |
| Q1 2025 | 14 holders, $1.8bn | 70 holders, $218bn |
| Q2 2025 | 26 holders, $5.3bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $4.6bn | 69 holders, $244bn |
| Q4 2025 | 22 holders, $4.3bn | 74 holders, $280bn |
| Q1 2026 | 17 holders, $1.9bn | 70 holders, $261bn |
| Q2 2026 | 11 holders, $860m | 72 holders, $305bn |
Zscaler Inc
- Holders
- 19
- Reported value
- $1.4bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 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 (18)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Woodline Partners LP
Only ZS (1)
Only AMZN (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 27 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.