Holders over time
- CRWD
- MSFT
| Quarter | CRWD | MSFT |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 63 holders, $218bn |
| Q4 2020 | 34 holders, $8.6bn | 66 holders, $228bn |
| Q1 2021 | 32 holders, $6.5bn | 65 holders, $241bn |
| Q2 2021 | 31 holders, $9.3bn | 62 holders, $273bn |
| Q3 2021 | 31 holders, $8.5bn | 64 holders, $283bn |
| Q4 2021 | 30 holders, $5.8bn | 65 holders, $336bn |
| Q1 2022 | 35 holders, $6.6bn | 63 holders, $297bn |
| Q2 2022 | 31 holders, $4.8bn | 67 holders, $245bn |
| Q3 2022 | 34 holders, $3.5bn | 68 holders, $216bn |
| Q4 2022 | 25 holders, $2.4bn | 62 holders, $217bn |
| Q1 2023 | 25 holders, $2.3bn | 65 holders, $254bn |
| Q2 2023 | 18 holders, $1.9bn | 69 holders, $304bn |
| Q3 2023 | 24 holders, $2.2bn | 71 holders, $281bn |
| Q4 2023 | 24 holders, $5.4bn | 66 holders, $333bn |
| Q1 2024 | 37 holders, $7.4bn | 68 holders, $361bn |
| Q2 2024 | 31 holders, $7.5bn | 67 holders, $374bn |
| Q3 2024 | 26 holders, $3.5bn | 69 holders, $356bn |
| Q4 2024 | 23 holders, $3.5bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $4.0bn | 67 holders, $294bn |
| Q2 2025 | 26 holders, $7.1bn | 65 holders, $401bn |
| Q3 2025 | 19 holders, $6.7bn | 70 holders, $427bn |
| Q4 2025 | 22 holders, $9.7bn | 68 holders, $411bn |
| Q1 2026 | 25 holders, $9.2bn | 64 holders, $312bn |
| Q2 2026 | 31 holders, $20.4bn | 60 holders, $291bn |
Crowdstrike HLDGS Inc
- Holders
- 19
- Reported value
- $4.0bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 among 95 comparable managers.
Microsoft Corp
- Holders
- 67
- Reported value
- $294bn
- Buyers
- 28
- Sellers
- 41
Breadth -13 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Winton Group Ltd, Woodline Partners LP
Only CRWD (0)
None.
Only MSFT (48)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 23 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.