Holders over time
- CSCO
- SNDK
| Quarter | CSCO | SNDK |
|---|---|---|
| Q3 2020 | 27 holders, $12.0bn | none listed holders, n.a. |
| Q4 2020 | 30 holders, $14.3bn | none listed holders, n.a. |
| Q1 2021 | 30 holders, $16.3bn | none listed holders, n.a. |
| Q2 2021 | 26 holders, $16.2bn | none listed holders, n.a. |
| Q3 2021 | 28 holders, $17.4bn | none listed holders, n.a. |
| Q4 2021 | 25 holders, $19.0bn | none listed holders, n.a. |
| Q1 2022 | 32 holders, $15.9bn | none listed holders, n.a. |
| Q2 2022 | 33 holders, $11.8bn | none listed holders, n.a. |
| Q3 2022 | 36 holders, $11.2bn | none listed holders, n.a. |
| Q4 2022 | 36 holders, $38.3bn | none listed holders, n.a. |
| Q1 2023 | 25 holders, $13.5bn | none listed holders, n.a. |
| Q2 2023 | 26 holders, $13.2bn | none listed holders, n.a. |
| Q3 2023 | 33 holders, $14.2bn | none listed holders, n.a. |
| Q4 2023 | 26 holders, $12.5bn | none listed holders, n.a. |
| Q1 2024 | 30 holders, $12.6bn | none listed holders, n.a. |
| Q2 2024 | 31 holders, $12.2bn | none listed holders, n.a. |
| Q3 2024 | 27 holders, $13.7bn | none listed holders, n.a. |
| Q4 2024 | 38 holders, $17.6bn | none listed holders, n.a. |
| Q1 2025 | 33 holders, $18.1bn | 7 holders, $1.3bn |
| Q2 2025 | 31 holders, $17.6bn | 14 holders, $1.6bn |
| Q3 2025 | 25 holders, $16.3bn | 19 holders, $4.2bn |
| Q4 2025 | 25 holders, $26.5bn | 27 holders, $9.8bn |
| Q1 2026 | 28 holders, $31.9bn | 38 holders, $19.8bn |
| Q2 2026 | 32 holders, $49.1bn | 41 holders, $55.4bn |
Cisco Sys Inc
- Holders
- 31
- Reported value
- $17.6bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 95 comparable managers.
SanDisk Corp
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 11
- Sellers
- 2
Breadth +9 among 95 comparable managers.
Who holds both, Q2 2025
Both (8)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, T. Rowe Price Associates Inc, Winton Group Ltd
Only CSCO (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.