Holders over time
- CRWD
- GOOGL
| Quarter | CRWD | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 52 holders, $65.2bn |
| Q4 2020 | 34 holders, $8.6bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $6.5bn | 56 holders, $96.9bn |
| Q2 2021 | 31 holders, $9.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.5bn | 59 holders, $123bn |
| Q4 2021 | 30 holders, $5.8bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $6.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 34 holders, $3.5bn | 53 holders, $76.8bn |
| Q4 2022 | 25 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 25 holders, $2.3bn | 54 holders, $79.8bn |
| Q2 2023 | 18 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 24 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.4bn | 57 holders, $105bn |
| Q1 2024 | 37 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 31 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 26 holders, $3.5bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $3.5bn | 58 holders, $141bn |
| Q1 2025 | 19 holders, $4.0bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $7.1bn | 57 holders, $117bn |
| Q3 2025 | 19 holders, $6.7bn | 61 holders, $174bn |
| Q4 2025 | 22 holders, $9.7bn | 62 holders, $236bn |
| Q1 2026 | 25 holders, $9.2bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $20.4bn | 64 holders, $309bn |
Crowdstrike HLDGS Inc
- Holders
- 26
- Reported value
- $3.5bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $119bn
- Buyers
- 28
- Sellers
- 28
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (20)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Whale Rock Capital Management LLC
Only CRWD (6)
ARK Investment Management LLC, Caxton Associates LLP, Discovery Capital Management LLC, Tybourne Capital Management HK Ltd, Walleye Capital LLC, Woodline Partners LP
Only GOOGL (38)
Acadian Asset Management LLC, Altimeter Capital Management LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, and 13 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.