Holders over time
- NOW
- GOOGL
| Quarter | NOW | GOOGL |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 52 holders, $65.2bn |
| Q4 2020 | 30 holders, $21.9bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $20.9bn | 56 holders, $96.9bn |
| Q2 2021 | 36 holders, $23.7bn | 59 holders, $113bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $123bn |
| Q4 2021 | 37 holders, $27.1bn | 56 holders, $130bn |
| Q1 2022 | 33 holders, $21.5bn | 56 holders, $117bn |
| Q2 2022 | 33 holders, $17.5bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $14.1bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $14.8bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $16.1bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $18.7bn | 55 holders, $93.0bn |
| Q3 2023 | 35 holders, $18.3bn | 59 holders, $103bn |
| Q4 2023 | 31 holders, $22.5bn | 57 holders, $105bn |
| Q1 2024 | 35 holders, $23.9bn | 58 holders, $112bn |
| Q2 2024 | 35 holders, $22.8bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $25.9bn | 58 holders, $119bn |
| Q4 2024 | 35 holders, $30.5bn | 58 holders, $141bn |
| Q1 2025 | 35 holders, $20.3bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $24.9bn | 57 holders, $117bn |
| Q3 2025 | 31 holders, $20.0bn | 61 holders, $174bn |
| Q4 2025 | 38 holders, $17.6bn | 62 holders, $236bn |
| Q1 2026 | 37 holders, $12.2bn | 65 holders, $233bn |
| Q2 2026 | 34 holders, $7.9bn | 64 holders, $309bn |
Servicenow Inc
- Holders
- 28
- Reported value
- $25.9bn
- Buyers
- 10
- Sellers
- 18
Breadth -8 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Wellington Management Group LLP
Only NOW (5)
ARK Investment Management LLC, Caxton Associates LLP, Farallon Capital Management LLC, Walleye Capital LLC, Woodline Partners LP
Only GOOGL (35)
Altimeter Capital Management LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 10 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.