Holders over time
- PINS
- GOOG
| Quarter | PINS | GOOG |
|---|---|---|
| Q3 2020 | 28 holders, $2.0bn | 47 holders, $73.8bn |
| Q4 2020 | 37 holders, $3.7bn | 48 holders, $88.6bn |
| Q1 2021 | 32 holders, $5.0bn | 42 holders, $102bn |
| Q2 2021 | 23 holders, $6.3bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $4.3bn | 44 holders, $128bn |
| Q4 2021 | 15 holders, $2.2bn | 48 holders, $138bn |
| Q1 2022 | 14 holders, $1.9bn | 48 holders, $125bn |
| Q2 2022 | 15 holders, $1.5bn | 46 holders, $93.3bn |
| Q3 2022 | 20 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 17 holders, $2.9bn | 46 holders, $62.7bn |
| Q1 2023 | 27 holders, $3.9bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $3.4bn | 43 holders, $75.1bn |
| Q3 2023 | 25 holders, $3.3bn | 45 holders, $81.6bn |
| Q4 2023 | 30 holders, $4.5bn | 45 holders, $82.8bn |
| Q1 2024 | 27 holders, $4.0bn | 46 holders, $83.4bn |
| Q2 2024 | 27 holders, $6.1bn | 45 holders, $98.4bn |
| Q3 2024 | 19 holders, $3.3bn | 48 holders, $86.1bn |
| Q4 2024 | 20 holders, $3.3bn | 49 holders, $94.5bn |
| Q1 2025 | 24 holders, $3.5bn | 53 holders, $72.6bn |
| Q2 2025 | 28 holders, $3.8bn | 50 holders, $77.5bn |
| Q3 2025 | 22 holders, $3.3bn | 49 holders, $107bn |
| Q4 2025 | 17 holders, $2.3bn | 54 holders, $152bn |
| Q1 2026 | 12 holders, $860m | 56 holders, $148bn |
| Q2 2026 | 15 holders, $1.7bn | 53 holders, $194bn |
Pinterest Inc
- Holders
- 20
- Reported value
- $3.3bn
- Buyers
- 16
- Sellers
- 5
Breadth +11 among 94 comparable managers.
Alphabet Inc
- Holders
- 49
- Reported value
- $94.5bn
- Buyers
- 16
- Sellers
- 31
Breadth -15 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, D. E. Shaw & Co., Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only PINS (8)
Bridgewater Associates LP, Discovery Capital Management LLC, Elliott Investment Management LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Maverick Capital Ltd, Quantbot Technologies LP, Tudor Investment Corp
Only GOOG (37)
AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Baupost Group LLC, 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, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 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.