Holders over time
- ADSK
- AMZN
| Quarter | ADSK | AMZN |
|---|---|---|
| Q3 2020 | 28 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 25 holders, $13.2bn | 65 holders, $198bn |
| Q1 2021 | 26 holders, $10.8bn | 65 holders, $193bn |
| Q2 2021 | 28 holders, $11.2bn | 66 holders, $221bn |
| Q3 2021 | 21 holders, $10.4bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $8.7bn | 66 holders, $209bn |
| Q1 2022 | 23 holders, $6.7bn | 66 holders, $201bn |
| Q2 2022 | 25 holders, $5.2bn | 58 holders, $125bn |
| Q3 2022 | 22 holders, $6.1bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $6.6bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $5.3bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.7bn | 65 holders, $141bn |
| Q4 2023 | 24 holders, $5.9bn | 69 holders, $172bn |
| Q1 2024 | 23 holders, $7.5bn | 69 holders, $209bn |
| Q2 2024 | 28 holders, $6.0bn | 70 holders, $224bn |
| Q3 2024 | 28 holders, $7.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $8.6bn | 68 holders, $250bn |
| Q1 2025 | 39 holders, $6.9bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $7.5bn | 71 holders, $253bn |
| Q3 2025 | 34 holders, $8.4bn | 69 holders, $244bn |
| Q4 2025 | 31 holders, $9.0bn | 74 holders, $280bn |
| Q1 2026 | 28 holders, $6.5bn | 70 holders, $261bn |
| Q2 2026 | 19 holders, $4.5bn | 72 holders, $305bn |
Autodesk Inc
- Holders
- 39
- Reported value
- $6.9bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Who holds both, Q1 2025
Both (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only ADSK (2)
Only AMZN (33)
Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, and 8 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.