Holders over time
- RDDT
- GOOG
| Quarter | RDDT | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | none listed holders, n.a. | 48 holders, $88.6bn |
| Q1 2021 | none listed holders, n.a. | 42 holders, $102bn |
| Q2 2021 | none listed holders, n.a. | 42 holders, $122bn |
| Q3 2021 | none listed holders, n.a. | 44 holders, $128bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $138bn |
| Q1 2022 | none listed holders, n.a. | 48 holders, $125bn |
| Q2 2022 | none listed holders, n.a. | 46 holders, $93.3bn |
| Q3 2022 | none listed holders, n.a. | 46 holders, $79.3bn |
| Q4 2022 | none listed holders, n.a. | 46 holders, $62.7bn |
| Q1 2023 | none listed holders, n.a. | 48 holders, $65.5bn |
| Q2 2023 | none listed holders, n.a. | 43 holders, $75.1bn |
| Q3 2023 | none listed holders, n.a. | 45 holders, $81.6bn |
| Q4 2023 | none listed holders, n.a. | 45 holders, $82.8bn |
| Q1 2024 | 9 holders, $69m | 46 holders, $83.4bn |
| Q2 2024 | 11 holders, $344m | 45 holders, $98.4bn |
| Q3 2024 | 23 holders, $2.1bn | 48 holders, $86.1bn |
| Q4 2024 | 25 holders, $6.3bn | 49 holders, $94.5bn |
| Q1 2025 | 22 holders, $4.4bn | 53 holders, $72.6bn |
| Q2 2025 | 26 holders, $6.9bn | 50 holders, $77.5bn |
| Q3 2025 | 22 holders, $10.3bn | 49 holders, $107bn |
| Q4 2025 | 22 holders, $10.8bn | 54 holders, $152bn |
| Q1 2026 | 16 holders, $5.0bn | 56 holders, $148bn |
| Q2 2026 | 19 holders, $5.5bn | 53 holders, $194bn |
Reddit Inc
- Holders
- 25
- Reported value
- $6.3bn
- Buyers
- 16
- Sellers
- 12
Breadth +4 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only RDDT (10)
Balyasny Asset Management LLC, Caxton Associates LLP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only GOOG (34)
Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, and 9 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.