Holders over time
- DASH
- GOOG
| Quarter | DASH | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | 21 holders, $5.5bn | 48 holders, $88.6bn |
| Q1 2021 | 17 holders, $6.4bn | 42 holders, $102bn |
| Q2 2021 | 22 holders, $11.4bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $14.7bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $10.9bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $7.9bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $3.5bn | 46 holders, $93.3bn |
| Q3 2022 | 18 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 14 holders, $2.7bn | 46 holders, $62.7bn |
| Q1 2023 | 19 holders, $3.6bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $5.1bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $6.0bn | 45 holders, $81.6bn |
| Q4 2023 | 28 holders, $7.2bn | 45 holders, $82.8bn |
| Q1 2024 | 37 holders, $10.1bn | 46 holders, $83.4bn |
| Q2 2024 | 31 holders, $8.5bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $12.5bn | 48 holders, $86.1bn |
| Q4 2024 | 45 holders, $14.9bn | 49 holders, $94.5bn |
| Q1 2025 | 38 holders, $13.5bn | 53 holders, $72.6bn |
| Q2 2025 | 46 holders, $17.5bn | 50 holders, $77.5bn |
| Q3 2025 | 43 holders, $18.9bn | 49 holders, $107bn |
| Q4 2025 | 37 holders, $19.6bn | 54 holders, $152bn |
| Q1 2026 | 35 holders, $12.9bn | 56 holders, $148bn |
| Q2 2026 | 24 holders, $16.0bn | 53 holders, $194bn |
Doordash Inc
- Holders
- 38
- Reported value
- $13.5bn
- Buyers
- 15
- Sellers
- 24
Breadth -9 among 95 comparable managers.
Alphabet Inc
- Holders
- 53
- Reported value
- $72.6bn
- Buyers
- 25
- Sellers
- 27
Breadth -2 among 95 comparable managers.
Who holds both, Q1 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only DASH (13)
Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Holocene Advisors LP, Maverick Capital Ltd, PDT Partners LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd
Only GOOG (28)
Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, 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, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Southeastern Asset Management Inc, Squarepoint Ops LLC, and 3 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.