Holders over time
- MTCH
- GOOGL
| Quarter | MTCH | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $9.6bn | 52 holders, $65.2bn |
| Q4 2020 | 28 holders, $12.9bn | 57 holders, $83.4bn |
| Q1 2021 | 30 holders, $10.6bn | 56 holders, $96.9bn |
| Q2 2021 | 23 holders, $11.5bn | 59 holders, $113bn |
| Q3 2021 | 20 holders, $9.2bn | 59 holders, $123bn |
| Q4 2021 | 17 holders, $7.2bn | 56 holders, $130bn |
| Q1 2022 | 20 holders, $5.9bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $3.3bn | 49 holders, $88.7bn |
| Q3 2022 | 16 holders, $2.0bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $1.7bn | 55 holders, $122bn |
| Q1 2023 | 17 holders, $1.2bn | 54 holders, $79.8bn |
| Q2 2023 | 15 holders, $1.3bn | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $1.2bn | 59 holders, $103bn |
| Q4 2023 | 15 holders, $745m | 57 holders, $105bn |
| Q1 2024 | 7 holders, $456m | 58 holders, $112bn |
| Q2 2024 | 8 holders, $649m | 56 holders, $132bn |
| Q3 2024 | 11 holders, $1.3bn | 58 holders, $119bn |
| Q4 2024 | 9 holders, $1.3bn | 58 holders, $141bn |
| Q1 2025 | 10 holders, $1.5bn | 61 holders, $106bn |
| Q2 2025 | 8 holders, $1.2bn | 57 holders, $117bn |
| Q3 2025 | 9 holders, $1.5bn | 61 holders, $174bn |
| Q4 2025 | 8 holders, $1.4bn | 62 holders, $236bn |
| Q1 2026 | 7 holders, $1.1bn | 65 holders, $233bn |
| Q2 2026 | 12 holders, $1.1bn | 64 holders, $309bn |
Match Group Inc New
- Holders
- 11
- Reported value
- $1.3bn
- Buyers
- 9
- Sellers
- 2
Breadth +7 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 (6)
Arrowstreet Capital LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC
Only MTCH (5)
Davidson Kempner Capital Management LP, Elliott Investment Management LP, Glenview Capital Management LLC, Starboard Value LP, Walleye Capital LLC
Only GOOGL (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, 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.