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ESTC · MSFT 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.

ESTCMSFT
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.
  • ESTC
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterESTCMSFT
Q3 20209 holders, $1.5bn63 holders, $218bn
Q4 202012 holders, $2.3bn66 holders, $228bn
Q1 202110 holders, $1.5bn65 holders, $241bn
Q2 202114 holders, $2.2bn62 holders, $273bn
Q3 202114 holders, $2.2bn64 holders, $283bn
Q4 202113 holders, $1.9bn65 holders, $336bn
Q1 20227 holders, $901m63 holders, $297bn
Q2 202211 holders, $653m67 holders, $245bn
Q3 20229 holders, $1.0bn68 holders, $216bn
Q4 20226 holders, $361m62 holders, $217bn
Q1 20237 holders, $898m65 holders, $254bn
Q2 20236 holders, $1.1bn69 holders, $304bn
Q3 20238 holders, $1.6bn71 holders, $281bn
Q4 202312 holders, $2.4bn66 holders, $333bn
Q1 202411 holders, $2.1bn68 holders, $361bn
Q2 202411 holders, $2.4bn67 holders, $374bn
Q3 20246 holders, $1.2bn69 holders, $356bn
Q4 202417 holders, $1.7bn70 holders, $338bn
Q1 202515 holders, $1.6bn67 holders, $294bn
Q2 202522 holders, $1.5bn65 holders, $401bn
Q3 202519 holders, $1.3bn70 holders, $427bn
Q4 202514 holders, $1.3bn68 holders, $411bn
Q1 202610 holders, $944m64 holders, $312bn
Q2 20267 holders, $798m60 holders, $291bn
ESTC

Elastic N V

Holders
22
Reported value
$1.5bn
Buyers
15
Sellers
6

Breadth +9 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
65
Reported value
$401bn
Buyers
42
Sellers
23

Breadth +19 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2025

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ESTC (1)

ExodusPoint Capital Management LP

Only MSFT (44)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, 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.

Back to the 13F Explorer →