Holders over time
- VEEV
- GOOGL
| Quarter | VEEV | GOOGL |
|---|---|---|
| Q3 2020 | 22 holders, $7.1bn | 52 holders, $65.2bn |
| Q4 2020 | 18 holders, $7.0bn | 57 holders, $83.4bn |
| Q1 2021 | 14 holders, $6.5bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $8.0bn | 59 holders, $113bn |
| Q3 2021 | 22 holders, $8.1bn | 59 holders, $123bn |
| Q4 2021 | 19 holders, $7.2bn | 56 holders, $130bn |
| Q1 2022 | 16 holders, $6.4bn | 56 holders, $117bn |
| Q2 2022 | 19 holders, $6.9bn | 49 holders, $88.7bn |
| Q3 2022 | 18 holders, $5.5bn | 53 holders, $76.8bn |
| Q4 2022 | 24 holders, $5.8bn | 55 holders, $122bn |
| Q1 2023 | 22 holders, $6.2bn | 54 holders, $79.8bn |
| Q2 2023 | 21 holders, $6.6bn | 55 holders, $93.0bn |
| Q3 2023 | 22 holders, $7.6bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.5bn | 57 holders, $105bn |
| Q1 2024 | 18 holders, $6.6bn | 58 holders, $112bn |
| Q2 2024 | 22 holders, $4.7bn | 56 holders, $132bn |
| Q3 2024 | 20 holders, $5.4bn | 58 holders, $119bn |
| Q4 2024 | 21 holders, $4.9bn | 58 holders, $141bn |
| Q1 2025 | 20 holders, $6.4bn | 61 holders, $106bn |
| Q2 2025 | 29 holders, $8.5bn | 57 holders, $117bn |
| Q3 2025 | 25 holders, $8.6bn | 61 holders, $174bn |
| Q4 2025 | 32 holders, $6.2bn | 62 holders, $236bn |
| Q1 2026 | 19 holders, $4.2bn | 65 holders, $233bn |
| Q2 2026 | 12 holders, $2.9bn | 64 holders, $309bn |
Veeva Sys Inc
- Holders
- 21
- Reported value
- $4.9bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only VEEV (4)
ARK Investment Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC
Only GOOGL (41)
Altimeter Capital Management LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 16 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.