Holders over time
- CRWD
- MSFT
| Quarter | CRWD | MSFT |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 63 holders, $218bn |
| Q4 2020 | 34 holders, $8.6bn | 66 holders, $228bn |
| Q1 2021 | 32 holders, $6.5bn | 65 holders, $241bn |
| Q2 2021 | 31 holders, $9.3bn | 62 holders, $273bn |
| Q3 2021 | 31 holders, $8.5bn | 64 holders, $283bn |
| Q4 2021 | 30 holders, $5.8bn | 65 holders, $336bn |
| Q1 2022 | 35 holders, $6.6bn | 63 holders, $297bn |
| Q2 2022 | 31 holders, $4.8bn | 67 holders, $245bn |
| Q3 2022 | 34 holders, $3.5bn | 68 holders, $216bn |
| Q4 2022 | 25 holders, $2.4bn | 62 holders, $217bn |
| Q1 2023 | 25 holders, $2.3bn | 65 holders, $254bn |
| Q2 2023 | 18 holders, $1.9bn | 69 holders, $304bn |
| Q3 2023 | 24 holders, $2.2bn | 71 holders, $281bn |
| Q4 2023 | 24 holders, $5.4bn | 66 holders, $333bn |
| Q1 2024 | 37 holders, $7.4bn | 68 holders, $361bn |
| Q2 2024 | 31 holders, $7.5bn | 67 holders, $374bn |
| Q3 2024 | 26 holders, $3.5bn | 69 holders, $356bn |
| Q4 2024 | 23 holders, $3.5bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $4.0bn | 67 holders, $294bn |
| Q2 2025 | 26 holders, $7.1bn | 65 holders, $401bn |
| Q3 2025 | 19 holders, $6.7bn | 70 holders, $427bn |
| Q4 2025 | 22 holders, $9.7bn | 68 holders, $411bn |
| Q1 2026 | 25 holders, $9.2bn | 64 holders, $312bn |
| Q2 2026 | 31 holders, $20.4bn | 60 holders, $291bn |
Crowdstrike HLDGS Inc
- Holders
- 26
- Reported value
- $7.1bn
- Buyers
- 21
- Sellers
- 5
Breadth +16 among 95 comparable managers.
Microsoft Corp
- Holders
- 65
- Reported value
- $401bn
- Buyers
- 42
- Sellers
- 23
Breadth +19 among 95 comparable managers.
Who holds both, Q2 2025
Both (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only CRWD (0)
None.
Only MSFT (39)
Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 14 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.