Holders over time
- NOW
- GOOGL
| Quarter | NOW | GOOGL |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 52 holders, $65.2bn |
| Q4 2020 | 30 holders, $21.9bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $20.9bn | 56 holders, $96.9bn |
| Q2 2021 | 36 holders, $23.7bn | 59 holders, $113bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $123bn |
| Q4 2021 | 37 holders, $27.1bn | 56 holders, $130bn |
| Q1 2022 | 33 holders, $21.5bn | 56 holders, $117bn |
| Q2 2022 | 33 holders, $17.5bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $14.1bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $14.8bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $16.1bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $18.7bn | 55 holders, $93.0bn |
| Q3 2023 | 35 holders, $18.3bn | 59 holders, $103bn |
| Q4 2023 | 31 holders, $22.5bn | 57 holders, $105bn |
| Q1 2024 | 35 holders, $23.9bn | 58 holders, $112bn |
| Q2 2024 | 35 holders, $22.8bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $25.9bn | 58 holders, $119bn |
| Q4 2024 | 35 holders, $30.5bn | 58 holders, $141bn |
| Q1 2025 | 35 holders, $20.3bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $24.9bn | 57 holders, $117bn |
| Q3 2025 | 31 holders, $20.0bn | 61 holders, $174bn |
| Q4 2025 | 38 holders, $17.6bn | 62 holders, $236bn |
| Q1 2026 | 37 holders, $12.2bn | 65 holders, $233bn |
| Q2 2026 | 34 holders, $7.9bn | 64 holders, $309bn |
Servicenow Inc
- Holders
- 35
- Reported value
- $20.3bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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 (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only NOW (1)
Only GOOGL (27)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, and 2 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.