Holders over time
- RDDT
- GOOGL
| Quarter | RDDT | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | none listed holders, n.a. | 59 holders, $113bn |
| Q3 2021 | none listed holders, n.a. | 59 holders, $123bn |
| Q4 2021 | none listed holders, n.a. | 56 holders, $130bn |
| Q1 2022 | none listed holders, n.a. | 56 holders, $117bn |
| Q2 2022 | none listed holders, n.a. | 49 holders, $88.7bn |
| Q3 2022 | none listed holders, n.a. | 53 holders, $76.8bn |
| Q4 2022 | none listed holders, n.a. | 55 holders, $122bn |
| Q1 2023 | none listed holders, n.a. | 54 holders, $79.8bn |
| Q2 2023 | none listed holders, n.a. | 55 holders, $93.0bn |
| Q3 2023 | none listed holders, n.a. | 59 holders, $103bn |
| Q4 2023 | none listed holders, n.a. | 57 holders, $105bn |
| Q1 2024 | 9 holders, $69m | 58 holders, $112bn |
| Q2 2024 | 11 holders, $344m | 56 holders, $132bn |
| Q3 2024 | 23 holders, $2.1bn | 58 holders, $119bn |
| Q4 2024 | 25 holders, $6.3bn | 58 holders, $141bn |
| Q1 2025 | 22 holders, $4.4bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $6.9bn | 57 holders, $117bn |
| Q3 2025 | 22 holders, $10.3bn | 61 holders, $174bn |
| Q4 2025 | 22 holders, $10.8bn | 62 holders, $236bn |
| Q1 2026 | 16 holders, $5.0bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $5.5bn | 64 holders, $309bn |
Reddit Inc
- Holders
- 25
- Reported value
- $6.3bn
- Buyers
- 16
- Sellers
- 12
Breadth +4 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $141bn
- Buyers
- 24
- Sellers
- 31
Breadth -7 among 94 comparable managers.
Who holds both, Q4 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, 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, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Whale Rock Capital Management LLC
Only RDDT (5)
ARK Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only GOOGL (38)
Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, and 13 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.