Holders over time
- VRSN
- GOOGL
| Quarter | VRSN | GOOGL |
|---|---|---|
| Q3 2020 | 24 holders, $6.0bn | 52 holders, $65.2bn |
| Q4 2020 | 18 holders, $6.0bn | 57 holders, $83.4bn |
| Q1 2021 | 17 holders, $5.1bn | 56 holders, $96.9bn |
| Q2 2021 | 14 holders, $5.7bn | 59 holders, $113bn |
| Q3 2021 | 13 holders, $5.0bn | 59 holders, $123bn |
| Q4 2021 | 13 holders, $5.8bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $5.1bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $3.8bn | 49 holders, $88.7bn |
| Q3 2022 | 13 holders, $3.6bn | 53 holders, $76.8bn |
| Q4 2022 | 17 holders, $4.5bn | 55 holders, $122bn |
| Q1 2023 | 19 holders, $5.0bn | 54 holders, $79.8bn |
| Q2 2023 | 18 holders, $5.2bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.7bn | 59 holders, $103bn |
| Q4 2023 | 16 holders, $4.7bn | 57 holders, $105bn |
| Q1 2024 | 21 holders, $4.2bn | 58 holders, $112bn |
| Q2 2024 | 17 holders, $4.1bn | 56 holders, $132bn |
| Q3 2024 | 18 holders, $4.6bn | 58 holders, $119bn |
| Q4 2024 | 17 holders, $4.9bn | 58 holders, $141bn |
| Q1 2025 | 18 holders, $6.2bn | 61 holders, $106bn |
| Q2 2025 | 10 holders, $6.8bn | 57 holders, $117bn |
| Q3 2025 | 16 holders, $6.2bn | 61 holders, $174bn |
| Q4 2025 | 18 holders, $5.2bn | 62 holders, $236bn |
| Q1 2026 | 16 holders, $5.0bn | 65 holders, $233bn |
| Q2 2026 | 17 holders, $5.3bn | 64 holders, $309bn |
Verisign Inc
- Holders
- 18
- Reported value
- $6.2bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 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)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only VRSN (1)
Only GOOGL (44)
Acadian Asset Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, 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.