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CHWY · GOOG 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.

CHWYGOOG
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.
  • CHWY
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterCHWYGOOG
Q3 202012 holders, $762m47 holders, $73.8bn
Q4 202017 holders, $1.4bn48 holders, $88.6bn
Q1 20219 holders, $1.1bn42 holders, $102bn
Q2 202115 holders, $1.2bn42 holders, $122bn
Q3 202112 holders, $1.6bn44 holders, $128bn
Q4 202111 holders, $1.8bn48 holders, $138bn
Q1 20226 holders, $886m48 holders, $125bn
Q2 202214 holders, $1.0bn46 holders, $93.3bn
Q3 202215 holders, $988m46 holders, $79.3bn
Q4 202213 holders, $1.3bn46 holders, $62.7bn
Q1 202312 holders, $1.3bn48 holders, $65.5bn
Q2 202317 holders, $1.5bn43 holders, $75.1bn
Q3 20238 holders, $518m45 holders, $81.6bn
Q4 20239 holders, $696m45 holders, $82.8bn
Q1 202410 holders, $521m46 holders, $83.4bn
Q2 202412 holders, $1.0bn45 holders, $98.4bn
Q3 202416 holders, $1.4bn48 holders, $86.1bn
Q4 202420 holders, $1.6bn49 holders, $94.5bn
Q1 202525 holders, $1.4bn53 holders, $72.6bn
Q2 202527 holders, $2.8bn50 holders, $77.5bn
Q3 202521 holders, $2.7bn49 holders, $107bn
Q4 202519 holders, $2.0bn54 holders, $152bn
Q1 202612 holders, $1.1bn56 holders, $148bn
Q2 20267 holders, $550m53 holders, $194bn
CHWY

Chewy Inc

Holders
20
Reported value
$1.6bn
Buyers
10
Sellers
10

Breadth 0 among 94 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
49
Reported value
$94.5bn
Buyers
16
Sellers
31

Breadth -15 among 94 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2024

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CHWY (10)

Balyasny Asset Management LLC, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Renaissance Technologies LLC, Winton Group Ltd

Only GOOG (39)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, 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, Markel Group Inc, and 14 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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