Holders over time
- GDDY
- MSFT
| Quarter | GDDY | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $3.1bn | 63 holders, $218bn |
| Q4 2020 | 10 holders, $3.1bn | 66 holders, $228bn |
| Q1 2021 | 10 holders, $2.6bn | 65 holders, $241bn |
| Q2 2021 | 5 holders, $2.8bn | 62 holders, $273bn |
| Q3 2021 | 6 holders, $2.3bn | 64 holders, $283bn |
| Q4 2021 | 10 holders, $3.1bn | 65 holders, $336bn |
| Q1 2022 | 12 holders, $3.5bn | 63 holders, $297bn |
| Q2 2022 | 9 holders, $3.0bn | 67 holders, $245bn |
| Q3 2022 | 11 holders, $3.1bn | 68 holders, $216bn |
| Q4 2022 | 13 holders, $3.3bn | 62 holders, $217bn |
| Q1 2023 | 14 holders, $2.9bn | 65 holders, $254bn |
| Q2 2023 | 11 holders, $2.5bn | 69 holders, $304bn |
| Q3 2023 | 10 holders, $1.6bn | 71 holders, $281bn |
| Q4 2023 | 17 holders, $2.4bn | 66 holders, $333bn |
| Q1 2024 | 20 holders, $3.7bn | 68 holders, $361bn |
| Q2 2024 | 21 holders, $4.4bn | 67 holders, $374bn |
| Q3 2024 | 21 holders, $4.6bn | 69 holders, $356bn |
| Q4 2024 | 20 holders, $5.4bn | 70 holders, $338bn |
| Q1 2025 | 18 holders, $4.5bn | 67 holders, $294bn |
| Q2 2025 | 22 holders, $4.2bn | 65 holders, $401bn |
| Q3 2025 | 22 holders, $2.7bn | 70 holders, $427bn |
| Q4 2025 | 20 holders, $2.6bn | 68 holders, $411bn |
| Q1 2026 | 11 holders, $1.1bn | 64 holders, $312bn |
| Q2 2026 | 13 holders, $1.8bn | 60 holders, $291bn |
Godaddy Inc
- Holders
- 18
- Reported value
- $4.5bn
- Buyers
- 8
- Sellers
- 11
Breadth -3 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 (17)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GDDY (1)
Only MSFT (50)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, and 25 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.