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CDW · GOOG 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.

CDWGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • CDW
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterCDWGOOG
Q3 202010 holders, $2.3bn47 holders, $73.8bn
Q4 202017 holders, $2.6bn48 holders, $88.6bn
Q1 202113 holders, $3.3bn42 holders, $102bn
Q2 202111 holders, $2.9bn42 holders, $122bn
Q3 202114 holders, $3.4bn44 holders, $128bn
Q4 202116 holders, $4.3bn48 holders, $138bn
Q1 202216 holders, $3.6bn48 holders, $125bn
Q2 202219 holders, $3.6bn46 holders, $93.3bn
Q3 202212 holders, $3.7bn46 holders, $79.3bn
Q4 202215 holders, $4.1bn46 holders, $62.7bn
Q1 202312 holders, $4.2bn48 holders, $65.5bn
Q2 202311 holders, $4.0bn43 holders, $75.1bn
Q3 202311 holders, $4.2bn45 holders, $81.6bn
Q4 202310 holders, $4.9bn45 holders, $82.8bn
Q1 202411 holders, $5.0bn46 holders, $83.4bn
Q2 202410 holders, $3.6bn45 holders, $98.4bn
Q3 202411 holders, $3.9bn48 holders, $86.1bn
Q4 202420 holders, $3.1bn49 holders, $94.5bn
Q1 202517 holders, $2.7bn53 holders, $72.6bn
Q2 202519 holders, $3.3bn50 holders, $77.5bn
Q3 202518 holders, $2.4bn49 holders, $107bn
Q4 202515 holders, $1.8bn54 holders, $152bn
Q1 202613 holders, $1.9bn56 holders, $148bn
Q2 202613 holders, $2.6bn53 holders, $194bn
CDW

CDW Corp

Holders
17
Reported value
$2.7bn
Buyers
9
Sellers
8

Breadth +1 among 95 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CDW (4)

Caxton Associates LLP, ExodusPoint Capital Management LP, Holocene Advisors LP, Winton Group Ltd

Only GOOG (40)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 15 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.

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