Holders over time
- ADSK
- GOOGL
| Quarter | ADSK | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $11.0bn | 52 holders, $65.2bn |
| Q4 2020 | 25 holders, $13.2bn | 57 holders, $83.4bn |
| Q1 2021 | 26 holders, $10.8bn | 56 holders, $96.9bn |
| Q2 2021 | 28 holders, $11.2bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $10.4bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $8.7bn | 56 holders, $130bn |
| Q1 2022 | 23 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 25 holders, $5.2bn | 49 holders, $88.7bn |
| Q3 2022 | 22 holders, $6.1bn | 53 holders, $76.8bn |
| Q4 2022 | 24 holders, $6.0bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $6.6bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $5.3bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.7bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.9bn | 57 holders, $105bn |
| Q1 2024 | 23 holders, $7.5bn | 58 holders, $112bn |
| Q2 2024 | 28 holders, $6.0bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $8.6bn | 58 holders, $141bn |
| Q1 2025 | 39 holders, $6.9bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $7.5bn | 57 holders, $117bn |
| Q3 2025 | 34 holders, $8.4bn | 61 holders, $174bn |
| Q4 2025 | 31 holders, $9.0bn | 62 holders, $236bn |
| Q1 2026 | 28 holders, $6.5bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $4.5bn | 64 holders, $309bn |
Autodesk Inc
- Holders
- 39
- Reported value
- $6.9bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $106bn
- Buyers
- 35
- Sellers
- 30
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., 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, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only ADSK (5)
ARK Investment Management LLC, Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Starboard Value LP, Viking Global Investors LP
Only GOOGL (27)
Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tiger Global Management LLC, Walleye Capital LLC, and 2 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.