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CDW · GOOGL 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.

CDWGOOGL
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.
  • CDW
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterCDWGOOGL
Q3 202010 holders, $2.3bn52 holders, $65.2bn
Q4 202017 holders, $2.6bn57 holders, $83.4bn
Q1 202113 holders, $3.3bn56 holders, $96.9bn
Q2 202111 holders, $2.9bn59 holders, $113bn
Q3 202114 holders, $3.4bn59 holders, $123bn
Q4 202116 holders, $4.3bn56 holders, $130bn
Q1 202216 holders, $3.6bn56 holders, $117bn
Q2 202219 holders, $3.6bn49 holders, $88.7bn
Q3 202212 holders, $3.7bn53 holders, $76.8bn
Q4 202215 holders, $4.1bn55 holders, $122bn
Q1 202312 holders, $4.2bn54 holders, $79.8bn
Q2 202311 holders, $4.0bn55 holders, $93.0bn
Q3 202311 holders, $4.2bn59 holders, $103bn
Q4 202310 holders, $4.9bn57 holders, $105bn
Q1 202411 holders, $5.0bn58 holders, $112bn
Q2 202410 holders, $3.6bn56 holders, $132bn
Q3 202411 holders, $3.9bn58 holders, $119bn
Q4 202420 holders, $3.1bn58 holders, $141bn
Q1 202517 holders, $2.7bn61 holders, $106bn
Q2 202519 holders, $3.3bn57 holders, $117bn
Q3 202518 holders, $2.4bn61 holders, $174bn
Q4 202515 holders, $1.8bn62 holders, $236bn
Q1 202613 holders, $1.9bn65 holders, $233bn
Q2 202613 holders, $2.6bn64 holders, $309bn
CDW

CDW Corp

Holders
19
Reported value
$3.3bn
Buyers
12
Sellers
7

Breadth +5 among 95 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOGL

Alphabet Inc

Holders
57
Reported value
$117bn
Buyers
29
Sellers
29

Breadth 0 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q2 2025

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CDW (2)

Voloridge Investment Management LLC, Winton Group Ltd

Only GOOGL (40)

AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 15 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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