Holders over time
- LRN
- TSLA
| Quarter | LRN | TSLA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $52.5bn |
| Q4 2020 | 3 holders, $31m | 33 holders, $78.8bn |
| Q1 2021 | 2 holders, $20m | 32 holders, $60.5bn |
| Q2 2021 | 1 holders, $2.5m | 34 holders, $57.9bn |
| Q3 2021 | 2 holders, $7.3m | 29 holders, $65.0bn |
| Q4 2021 | 1 holders, $2.8m | 44 holders, $90.0bn |
| Q1 2022 | 1 holders, $2.2m | 38 holders, $93.9bn |
| Q2 2022 | 3 holders, $133m | 37 holders, $56.6bn |
| Q3 2022 | 3 holders, $59m | 41 holders, $68.2bn |
| Q4 2022 | 4 holders, $44m | 37 holders, $43.7bn |
| Q1 2023 | 4 holders, $56m | 33 holders, $39.6bn |
| Q2 2023 | 2 holders, $48m | 32 holders, $46.9bn |
| Q3 2023 | 3 holders, $60m | 33 holders, $41.9bn |
| Q4 2023 | 7 holders, $134m | 28 holders, $41.2bn |
| Q1 2024 | 6 holders, $105m | 32 holders, $26.9bn |
| Q2 2024 | 5 holders, $93m | 33 holders, $32.6bn |
| Q3 2024 | 4 holders, $125m | 37 holders, $45.5bn |
| Q4 2024 | 9 holders, $246m | 44 holders, $74.6bn |
| Q1 2025 | 8 holders, $303m | 41 holders, $43.6bn |
| Q2 2025 | 11 holders, $460m | 40 holders, $52.7bn |
| Q3 2025 | 8 holders, $391m | 41 holders, $82.7bn |
| Q4 2025 | 9 holders, $203m | 43 holders, $101bn |
| Q1 2026 | 5 holders, $208m | 41 holders, $84.4bn |
| Q2 2026 | 4 holders, $218m | 43 holders, $94.7bn |
Stride Inc
- Holders
- 9
- Reported value
- $246m
- Buyers
- 8
- Sellers
- 1
Breadth +7 among 94 comparable managers.
Tesla Inc
- Holders
- 44
- Reported value
- $74.6bn
- Buyers
- 30
- Sellers
- 16
Breadth +14 among 94 comparable managers.
Who holds both, Q4 2024
Both (8)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC
Only LRN (1)
Only TSLA (36)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, and 11 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.