Holders over time
- MDB
- MSFT
| Quarter | MDB | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $218bn |
| Q4 2020 | 21 holders, $7.6bn | 66 holders, $228bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $241bn |
| Q2 2021 | 22 holders, $8.3bn | 62 holders, $273bn |
| Q3 2021 | 22 holders, $11.4bn | 64 holders, $283bn |
| Q4 2021 | 23 holders, $13.0bn | 65 holders, $336bn |
| Q1 2022 | 26 holders, $10.9bn | 63 holders, $297bn |
| Q2 2022 | 25 holders, $6.4bn | 67 holders, $245bn |
| Q3 2022 | 20 holders, $5.0bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $4.3bn | 62 holders, $217bn |
| Q1 2023 | 18 holders, $5.3bn | 65 holders, $254bn |
| Q2 2023 | 31 holders, $8.2bn | 69 holders, $304bn |
| Q3 2023 | 32 holders, $6.5bn | 71 holders, $281bn |
| Q4 2023 | 28 holders, $7.1bn | 66 holders, $333bn |
| Q1 2024 | 22 holders, $5.7bn | 68 holders, $361bn |
| Q2 2024 | 25 holders, $4.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $3.9bn | 69 holders, $356bn |
| Q4 2024 | 22 holders, $2.4bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $1.3bn | 67 holders, $294bn |
| Q2 2025 | 30 holders, $2.1bn | 65 holders, $401bn |
| Q3 2025 | 31 holders, $4.6bn | 70 holders, $427bn |
| Q4 2025 | 34 holders, $7.3bn | 68 holders, $411bn |
| Q1 2026 | 31 holders, $3.9bn | 64 holders, $312bn |
| Q2 2026 | 23 holders, $4.4bn | 60 holders, $291bn |
Mongodb Inc
- Holders
- 19
- Reported value
- $1.3bn
- Buyers
- 15
- Sellers
- 8
Breadth +7 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)
Acadian Asset Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Woodline Partners LP
Only MDB (0)
None.
Only MSFT (48)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, 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.