Holders over time
- PINS
- GOOGL
| Quarter | PINS | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $2.0bn | 52 holders, $65.2bn |
| Q4 2020 | 37 holders, $3.7bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $5.0bn | 56 holders, $96.9bn |
| Q2 2021 | 23 holders, $6.3bn | 59 holders, $113bn |
| Q3 2021 | 20 holders, $4.3bn | 59 holders, $123bn |
| Q4 2021 | 15 holders, $2.2bn | 56 holders, $130bn |
| Q1 2022 | 14 holders, $1.9bn | 56 holders, $117bn |
| Q2 2022 | 15 holders, $1.5bn | 49 holders, $88.7bn |
| Q3 2022 | 20 holders, $2.2bn | 53 holders, $76.8bn |
| Q4 2022 | 17 holders, $2.9bn | 55 holders, $122bn |
| Q1 2023 | 27 holders, $3.9bn | 54 holders, $79.8bn |
| Q2 2023 | 24 holders, $3.4bn | 55 holders, $93.0bn |
| Q3 2023 | 25 holders, $3.3bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $4.5bn | 57 holders, $105bn |
| Q1 2024 | 27 holders, $4.0bn | 58 holders, $112bn |
| Q2 2024 | 27 holders, $6.1bn | 56 holders, $132bn |
| Q3 2024 | 19 holders, $3.3bn | 58 holders, $119bn |
| Q4 2024 | 20 holders, $3.3bn | 58 holders, $141bn |
| Q1 2025 | 24 holders, $3.5bn | 61 holders, $106bn |
| Q2 2025 | 28 holders, $3.8bn | 57 holders, $117bn |
| Q3 2025 | 22 holders, $3.3bn | 61 holders, $174bn |
| Q4 2025 | 17 holders, $2.3bn | 62 holders, $236bn |
| Q1 2026 | 12 holders, $860m | 65 holders, $233bn |
| Q2 2026 | 15 holders, $1.7bn | 64 holders, $309bn |
Pinterest Inc
- Holders
- 24
- Reported value
- $3.5bn
- Buyers
- 18
- Sellers
- 6
Breadth +12 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 (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd
Only PINS (7)
ARK Investment Management LLC, Discovery Capital Management LLC, Elliott Investment Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Maverick Capital Ltd, Third Point LLC
Only GOOGL (44)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, and 19 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.