Holders over time
- TTAN
- MSFT
| Quarter | TTAN | MSFT |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $218bn |
| Q4 2020 | none listed holders, n.a. | 66 holders, $228bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $241bn |
| Q2 2021 | none listed holders, n.a. | 62 holders, $273bn |
| Q3 2021 | none listed holders, n.a. | 64 holders, $283bn |
| Q4 2021 | none listed holders, n.a. | 65 holders, $336bn |
| Q1 2022 | none listed holders, n.a. | 63 holders, $297bn |
| Q2 2022 | none listed holders, n.a. | 67 holders, $245bn |
| Q3 2022 | none listed holders, n.a. | 68 holders, $216bn |
| Q4 2022 | none listed holders, n.a. | 62 holders, $217bn |
| Q1 2023 | none listed holders, n.a. | 65 holders, $254bn |
| Q2 2023 | none listed holders, n.a. | 69 holders, $304bn |
| Q3 2023 | none listed holders, n.a. | 71 holders, $281bn |
| Q4 2023 | none listed holders, n.a. | 66 holders, $333bn |
| Q1 2024 | none listed holders, n.a. | 68 holders, $361bn |
| Q2 2024 | none listed holders, n.a. | 67 holders, $374bn |
| Q3 2024 | none listed holders, n.a. | 69 holders, $356bn |
| Q4 2024 | 16 holders, $891m | 70 holders, $338bn |
| Q1 2025 | 12 holders, $771m | 67 holders, $294bn |
| Q2 2025 | 18 holders, $762m | 65 holders, $401bn |
| Q3 2025 | 17 holders, $737m | 70 holders, $427bn |
| Q4 2025 | 10 holders, $535m | 68 holders, $411bn |
| Q1 2026 | 6 holders, $304m | 64 holders, $312bn |
| Q2 2026 | 8 holders, $387m | 60 holders, $291bn |
Servicetitan Inc
- Holders
- 12
- Reported value
- $771m
- Buyers
- 4
- Sellers
- 4
Breadth 0 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 (9)
Altimeter Capital Management LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Maverick Capital Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Tiger Global Management LLC
Only MSFT (58)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, 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, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 33 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.