Holders over time
- DBX
- AMZN
| Quarter | DBX | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $616m | 63 holders, $195bn |
| Q4 2020 | 11 holders, $589m | 65 holders, $198bn |
| Q1 2021 | 8 holders, $500m | 65 holders, $193bn |
| Q2 2021 | 9 holders, $650m | 66 holders, $221bn |
| Q3 2021 | 13 holders, $946m | 59 holders, $199bn |
| Q4 2021 | 15 holders, $786m | 66 holders, $209bn |
| Q1 2022 | 12 holders, $737m | 66 holders, $201bn |
| Q2 2022 | 13 holders, $649m | 58 holders, $125bn |
| Q3 2022 | 9 holders, $527m | 60 holders, $136bn |
| Q4 2022 | 11 holders, $445m | 56 holders, $93.6bn |
| Q1 2023 | 11 holders, $440m | 61 holders, $112bn |
| Q2 2023 | 10 holders, $461m | 64 holders, $144bn |
| Q3 2023 | 9 holders, $480m | 65 holders, $141bn |
| Q4 2023 | 9 holders, $572m | 69 holders, $172bn |
| Q1 2024 | 9 holders, $488m | 69 holders, $209bn |
| Q2 2024 | 12 holders, $533m | 70 holders, $224bn |
| Q3 2024 | 9 holders, $745m | 62 holders, $206bn |
| Q4 2024 | 11 holders, $948m | 68 holders, $250bn |
| Q1 2025 | 9 holders, $825m | 70 holders, $218bn |
| Q2 2025 | 7 holders, $809m | 71 holders, $253bn |
| Q3 2025 | 8 holders, $793m | 69 holders, $244bn |
| Q4 2025 | 10 holders, $768m | 74 holders, $280bn |
| Q1 2026 | 6 holders, $629m | 70 holders, $261bn |
| Q2 2026 | 6 holders, $697m | 72 holders, $305bn |
Dropbox Inc
- Holders
- 9
- Reported value
- $745m
- Buyers
- 6
- Sellers
- 5
Breadth +1 among 94 comparable managers.
Amazon Com Inc
- Holders
- 62
- Reported value
- $206bn
- Buyers
- 20
- Sellers
- 43
Breadth -23 among 94 comparable managers.
Who holds both, Q3 2024
Both (6)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Man Group PLC, Voloridge Investment Management LLC
Only DBX (3)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Renaissance Technologies LLC
Only AMZN (56)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, and 31 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.