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ALRM · 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.
  • ALRM
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterALRMGOOGL
Q3 20207 holders, $294m52 holders, $65.2bn
Q4 20206 holders, $494m57 holders, $83.4bn
Q1 20214 holders, $310m56 holders, $96.9bn
Q2 20215 holders, $325m59 holders, $113bn
Q3 20213 holders, $242m59 holders, $123bn
Q4 20213 holders, $265m56 holders, $130bn
Q1 20224 holders, $141m56 holders, $117bn
Q2 20224 holders, $130m49 holders, $88.7bn
Q3 20223 holders, $136m53 holders, $76.8bn
Q4 20224 holders, $64m55 holders, $122bn
Q1 20234 holders, $53m54 holders, $79.8bn
Q2 20234 holders, $27m55 holders, $93.0bn
Q3 20233 holders, $66m59 holders, $103bn
Q4 20232 holders, $31m57 holders, $105bn
Q1 20243 holders, $42m58 holders, $112bn
Q2 20247 holders, $47m56 holders, $132bn
Q3 20245 holders, $29m58 holders, $119bn
Q4 20243 holders, $33m58 holders, $141bn
Q1 20253 holders, $19m61 holders, $106bn
Q2 20251 holders, $9.1m57 holders, $117bn
Q3 20251 holders, $11m61 holders, $174bn
Q4 20251 holders, $10m62 holders, $236bn
Q1 20261 holders, $16m65 holders, $233bn
Q2 20263 holders, $33m64 holders, $309bn
ALRM

Alarm Com HLDGS Inc

Holders
3
Reported value
$19m
Buyers
2
Sellers
2

Breadth 0 among 95 comparable managers.

GOOGL

Alphabet Inc

Holders
61
Reported value
$106bn
Buyers
35
Sellers
30

Breadth +5 among 95 comparable managers.

Who holds both, Q1 2025

Among the 61 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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