Holders over time
- MDB
- MSFT
| Quarter | MDB | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $218bn |
| Q4 2020 | 21 holders, $7.6bn | 66 holders, $228bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $241bn |
| Q2 2021 | 22 holders, $8.3bn | 62 holders, $273bn |
| Q3 2021 | 22 holders, $11.4bn | 64 holders, $283bn |
| Q4 2021 | 23 holders, $13.0bn | 65 holders, $336bn |
| Q1 2022 | 26 holders, $10.9bn | 63 holders, $297bn |
| Q2 2022 | 25 holders, $6.4bn | 67 holders, $245bn |
| Q3 2022 | 20 holders, $5.0bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $4.3bn | 62 holders, $217bn |
| Q1 2023 | 18 holders, $5.3bn | 65 holders, $254bn |
| Q2 2023 | 31 holders, $8.2bn | 69 holders, $304bn |
| Q3 2023 | 32 holders, $6.5bn | 71 holders, $281bn |
| Q4 2023 | 28 holders, $7.1bn | 66 holders, $333bn |
| Q1 2024 | 22 holders, $5.7bn | 68 holders, $361bn |
| Q2 2024 | 25 holders, $4.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $3.9bn | 69 holders, $356bn |
| Q4 2024 | 22 holders, $2.4bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $1.3bn | 67 holders, $294bn |
| Q2 2025 | 30 holders, $2.1bn | 65 holders, $401bn |
| Q3 2025 | 31 holders, $4.6bn | 70 holders, $427bn |
| Q4 2025 | 34 holders, $7.3bn | 68 holders, $411bn |
| Q1 2026 | 31 holders, $3.9bn | 64 holders, $312bn |
| Q2 2026 | 23 holders, $4.4bn | 60 holders, $291bn |
Mongodb Inc
- Holders
- 17
- Reported value
- $3.9bn
- Buyers
- 9
- Sellers
- 11
Breadth -2 among 94 comparable managers.
Microsoft Corp
- Holders
- 69
- Reported value
- $356bn
- Buyers
- 33
- Sellers
- 33
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (17)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only MDB (0)
None.
Only MSFT (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management 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.