Holders over time
- DOCU
- MSFT
| Quarter | DOCU | MSFT |
|---|---|---|
| Q3 2020 | 29 holders, $7.4bn | 63 holders, $218bn |
| Q4 2020 | 30 holders, $7.2bn | 66 holders, $228bn |
| Q1 2021 | 26 holders, $6.7bn | 65 holders, $241bn |
| Q2 2021 | 25 holders, $9.7bn | 62 holders, $273bn |
| Q3 2021 | 26 holders, $9.5bn | 64 holders, $283bn |
| Q4 2021 | 14 holders, $4.8bn | 65 holders, $336bn |
| Q1 2022 | 16 holders, $4.3bn | 63 holders, $297bn |
| Q2 2022 | 14 holders, $2.0bn | 67 holders, $245bn |
| Q3 2022 | 14 holders, $1.6bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $2.0bn | 62 holders, $217bn |
| Q1 2023 | 14 holders, $2.2bn | 65 holders, $254bn |
| Q2 2023 | 14 holders, $2.0bn | 69 holders, $304bn |
| Q3 2023 | 16 holders, $1.3bn | 71 holders, $281bn |
| Q4 2023 | 22 holders, $2.2bn | 66 holders, $333bn |
| Q1 2024 | 18 holders, $2.0bn | 68 holders, $361bn |
| Q2 2024 | 13 holders, $1.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $1.8bn | 69 holders, $356bn |
| Q4 2024 | 11 holders, $2.6bn | 70 holders, $338bn |
| Q1 2025 | 13 holders, $2.2bn | 67 holders, $294bn |
| Q2 2025 | 13 holders, $1.4bn | 65 holders, $401bn |
| Q3 2025 | 14 holders, $1.4bn | 70 holders, $427bn |
| Q4 2025 | 13 holders, $1.6bn | 68 holders, $411bn |
| Q1 2026 | 20 holders, $1.7bn | 64 holders, $312bn |
| Q2 2026 | 14 holders, $1.5bn | 60 holders, $291bn |
Docusign Inc
- Holders
- 13
- Reported value
- $2.2bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 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 (13)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only DOCU (0)
None.
Only MSFT (54)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, and 29 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.