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VRNS · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VRNS
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterVRNSGOOGL
Q3 20205 holders, $63m52 holders, $65.2bn
Q4 20205 holders, $187m57 holders, $83.4bn
Q1 202111 holders, $835m56 holders, $96.9bn
Q2 20219 holders, $1.1bn59 holders, $113bn
Q3 20215 holders, $1.1bn59 holders, $123bn
Q4 20219 holders, $899m56 holders, $130bn
Q1 20226 holders, $857m56 holders, $117bn
Q2 20224 holders, $414m49 holders, $88.7bn
Q3 20228 holders, $333m53 holders, $76.8bn
Q4 20227 holders, $61m55 holders, $122bn
Q1 20237 holders, $104m54 holders, $79.8bn
Q2 20238 holders, $146m55 holders, $93.0bn
Q3 20235 holders, $84m59 holders, $103bn
Q4 20235 holders, $78m57 holders, $105bn
Q1 20242 holders, $13m58 holders, $112bn
Q2 20246 holders, $84m56 holders, $132bn
Q3 20249 holders, $181m58 holders, $119bn
Q4 20248 holders, $182m58 holders, $141bn
Q1 20259 holders, $265m61 holders, $106bn
Q2 20258 holders, $428m57 holders, $117bn
Q3 20258 holders, $308m61 holders, $174bn
Q4 20254 holders, $53m62 holders, $236bn
Q1 20263 holders, $56m65 holders, $233bn
Q2 20266 holders, $312m64 holders, $309bn
VRNS

Varonis Sys Inc

Holders
8
Reported value
$182m
Buyers
6
Sellers
5

Breadth +1 among 94 comparable managers.

GOOGL

Alphabet Inc

Holders
58
Reported value
$141bn
Buyers
24
Sellers
31

Breadth -7 among 94 comparable managers.

Who holds both, Q4 2024

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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