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NCNO · MSFT 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.

NCNOMSFT
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.
  • NCNO
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterNCNOMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 2021none listed holders, n.a.62 holders, $273bn
Q3 2021none listed holders, n.a.64 holders, $283bn
Q4 2021none listed holders, n.a.65 holders, $336bn
Q1 20224 holders, $606m63 holders, $297bn
Q2 20222 holders, $560m67 holders, $245bn
Q3 20223 holders, $386m68 holders, $216bn
Q4 20221 holders, $195m62 holders, $217bn
Q1 20233 holders, $210m65 holders, $254bn
Q2 20231 holders, $246m69 holders, $304bn
Q3 20232 holders, $264m71 holders, $281bn
Q4 20233 holders, $179m66 holders, $333bn
Q1 20243 holders, $71m68 holders, $361bn
Q2 20244 holders, $27m67 holders, $374bn
Q3 20241 holders, $7.9m69 holders, $356bn
Q4 20242 holders, $105m70 holders, $338bn
Q1 20256 holders, $292m67 holders, $294bn
Q2 20256 holders, $259m65 holders, $401bn
Q3 20256 holders, $206m70 holders, $427bn
Q4 20254 holders, $73m68 holders, $411bn
Q1 20263 holders, $29m64 holders, $312bn
Q2 2026none listed holders, n.a.60 holders, $291bn
NCNO

Ncino Inc

Holders
1
Reported value
$7.9m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
69
Reported value
$356bn
Buyers
33
Sellers
33

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q3 2024

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only NCNO (1)

Light Street Capital Management LLC

Only MSFT (69)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, and 44 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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