Holders over time
- DDOG
- GOOGL
| Quarter | DDOG | GOOGL |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 52 holders, $65.2bn |
| Q4 2020 | 24 holders, $5.9bn | 57 holders, $83.4bn |
| Q1 2021 | 18 holders, $4.5bn | 56 holders, $96.9bn |
| Q2 2021 | 25 holders, $6.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $123bn |
| Q4 2021 | 41 holders, $11.4bn | 56 holders, $130bn |
| Q1 2022 | 39 holders, $9.9bn | 56 holders, $117bn |
| Q2 2022 | 30 holders, $4.9bn | 49 holders, $88.7bn |
| Q3 2022 | 24 holders, $4.3bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $3.0bn | 55 holders, $122bn |
| Q1 2023 | 22 holders, $2.8bn | 54 holders, $79.8bn |
| Q2 2023 | 29 holders, $4.5bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.4bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $6.1bn | 57 holders, $105bn |
| Q1 2024 | 39 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 37 holders, $7.1bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $5.8bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $7.8bn | 58 holders, $141bn |
| Q1 2025 | 24 holders, $5.1bn | 61 holders, $106bn |
| Q2 2025 | 38 holders, $8.2bn | 57 holders, $117bn |
| Q3 2025 | 23 holders, $9.2bn | 61 holders, $174bn |
| Q4 2025 | 24 holders, $8.9bn | 62 holders, $236bn |
| Q1 2026 | 30 holders, $7.6bn | 65 holders, $233bn |
| Q2 2026 | 32 holders, $17.5bn | 64 holders, $309bn |
Datadog Inc
- Holders
- 38
- Reported value
- $8.2bn
- Buyers
- 30
- Sellers
- 8
Breadth +22 among 95 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $117bn
- Buyers
- 29
- Sellers
- 29
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (32)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only DDOG (6)
Altimeter Capital Management LP, ARK Investment Management LLC, Dragoneer Investment Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Winton Group Ltd
Only GOOGL (25)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tiger Global Management LLC, Tudor Investment Corp, 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.