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DDOG · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DDOGGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DDOG
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterDDOGGOOGL
Q3 202020 holders, $5.5bn52 holders, $65.2bn
Q4 202024 holders, $5.9bn57 holders, $83.4bn
Q1 202118 holders, $4.5bn56 holders, $96.9bn
Q2 202125 holders, $6.3bn59 holders, $113bn
Q3 202131 holders, $8.7bn59 holders, $123bn
Q4 202141 holders, $11.4bn56 holders, $130bn
Q1 202239 holders, $9.9bn56 holders, $117bn
Q2 202230 holders, $4.9bn49 holders, $88.7bn
Q3 202224 holders, $4.3bn53 holders, $76.8bn
Q4 202219 holders, $3.0bn55 holders, $122bn
Q1 202322 holders, $2.8bn54 holders, $79.8bn
Q2 202329 holders, $4.5bn55 holders, $93.0bn
Q3 202321 holders, $4.4bn59 holders, $103bn
Q4 202334 holders, $6.1bn57 holders, $105bn
Q1 202439 holders, $7.4bn58 holders, $112bn
Q2 202437 holders, $7.1bn56 holders, $132bn
Q3 202432 holders, $5.8bn58 holders, $119bn
Q4 202427 holders, $7.8bn58 holders, $141bn
Q1 202524 holders, $5.1bn61 holders, $106bn
Q2 202538 holders, $8.2bn57 holders, $117bn
Q3 202523 holders, $9.2bn61 holders, $174bn
Q4 202524 holders, $8.9bn62 holders, $236bn
Q1 202630 holders, $7.6bn65 holders, $233bn
Q2 202632 holders, $17.5bn64 holders, $309bn
DDOG

Datadog Inc

Holders
32
Reported value
$5.8bn
Buyers
18
Sellers
18

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
58
Reported value
$119bn
Buyers
28
Sellers
28

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q3 2024

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DDOG (3)

ARK Investment Management LLC, Caxton Associates LLP, Dragoneer Investment Group LLC

Only GOOGL (29)

AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, and 4 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.

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