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TDUP · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TDUPGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TDUP
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterTDUPGOOG
Q3 2020none listed holders, n.a.47 holders, $73.8bn
Q4 2020none listed holders, n.a.48 holders, $88.6bn
Q1 20214 holders, $27m42 holders, $102bn
Q2 20213 holders, $55m42 holders, $122bn
Q3 20213 holders, $137m44 holders, $128bn
Q4 20214 holders, $90m48 holders, $138bn
Q1 20224 holders, $75m48 holders, $125bn
Q2 20223 holders, $14m46 holders, $93.3bn
Q3 20222 holders, $14m46 holders, $79.3bn
Q4 20221 holders, $11m46 holders, $62.7bn
Q1 20231 holders, $20m48 holders, $65.5bn
Q2 20231 holders, $20m43 holders, $75.1bn
Q3 20231 holders, $32m45 holders, $81.6bn
Q4 20231 holders, $19m45 holders, $82.8bn
Q1 20241 holders, $17m46 holders, $83.4bn
Q2 20241 holders, $15m45 holders, $98.4bn
Q3 20241 holders, $7.3m48 holders, $86.1bn
Q4 20241 holders, $12m49 holders, $94.5bn
Q1 20252 holders, $27m53 holders, $72.6bn
Q2 20255 holders, $118m50 holders, $77.5bn
Q3 20255 holders, $149m49 holders, $107bn
Q4 20255 holders, $106m54 holders, $152bn
Q1 2026none listed holders, n.a.56 holders, $148bn
Q2 20262 holders, $62m53 holders, $194bn
TDUP

Thredup Inc

Holders
2
Reported value
$27m
Buyers
1
Sellers
0

Breadth +1 among 95 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TDUP (0)

None.

Only GOOG (51)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 26 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.

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