Holders over time
- MNDY
- GOOGL
| Quarter | MNDY | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | 8 holders, $214m | 59 holders, $113bn |
| Q3 2021 | 10 holders, $668m | 59 holders, $123bn |
| Q4 2021 | 11 holders, $1.4bn | 56 holders, $130bn |
| Q1 2022 | 10 holders, $824m | 56 holders, $117bn |
| Q2 2022 | 8 holders, $539m | 49 holders, $88.7bn |
| Q3 2022 | 11 holders, $425m | 53 holders, $76.8bn |
| Q4 2022 | 9 holders, $499m | 55 holders, $122bn |
| Q1 2023 | 17 holders, $1.0bn | 54 holders, $79.8bn |
| Q2 2023 | 19 holders, $1.8bn | 55 holders, $93.0bn |
| Q3 2023 | 17 holders, $1.5bn | 59 holders, $103bn |
| Q4 2023 | 21 holders, $2.3bn | 57 holders, $105bn |
| Q1 2024 | 18 holders, $2.1bn | 58 holders, $112bn |
| Q2 2024 | 22 holders, $2.3bn | 56 holders, $132bn |
| Q3 2024 | 20 holders, $2.6bn | 58 holders, $119bn |
| Q4 2024 | 20 holders, $2.4bn | 58 holders, $141bn |
| Q1 2025 | 17 holders, $2.5bn | 61 holders, $106bn |
| Q2 2025 | 19 holders, $3.6bn | 57 holders, $117bn |
| Q3 2025 | 17 holders, $1.5bn | 61 holders, $174bn |
| Q4 2025 | 11 holders, $1.1bn | 62 holders, $236bn |
| Q1 2026 | 9 holders, $737m | 65 holders, $233bn |
| Q2 2026 | 10 holders, $744m | 64 holders, $309bn |
Monday Com LTD
- Holders
- 17
- Reported value
- $2.5bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $106bn
- Buyers
- 35
- Sellers
- 30
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (14)
AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only GOOGL (47)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 22 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.