Holders over time
- FROG
- AMZN
| Quarter | FROG | AMZN |
|---|---|---|
| Q3 2020 | 13 holders, $294m | 63 holders, $195bn |
| Q4 2020 | 7 holders, $346m | 65 holders, $198bn |
| Q1 2021 | 7 holders, $276m | 65 holders, $193bn |
| Q2 2021 | 5 holders, $285m | 66 holders, $221bn |
| Q3 2021 | 9 holders, $238m | 59 holders, $199bn |
| Q4 2021 | 9 holders, $256m | 66 holders, $209bn |
| Q1 2022 | 6 holders, $166m | 66 holders, $201bn |
| Q2 2022 | 7 holders, $124m | 58 holders, $125bn |
| Q3 2022 | 6 holders, $100m | 60 holders, $136bn |
| Q4 2022 | 5 holders, $67m | 56 holders, $93.6bn |
| Q1 2023 | 5 holders, $65m | 61 holders, $112bn |
| Q2 2023 | 9 holders, $189m | 64 holders, $144bn |
| Q3 2023 | 8 holders, $162m | 65 holders, $141bn |
| Q4 2023 | 10 holders, $246m | 69 holders, $172bn |
| Q1 2024 | 9 holders, $214m | 69 holders, $209bn |
| Q2 2024 | 7 holders, $141m | 70 holders, $224bn |
| Q3 2024 | 5 holders, $107m | 62 holders, $206bn |
| Q4 2024 | 5 holders, $110m | 68 holders, $250bn |
| Q1 2025 | 8 holders, $269m | 70 holders, $218bn |
| Q2 2025 | 17 holders, $626m | 71 holders, $253bn |
| Q3 2025 | 15 holders, $591m | 69 holders, $244bn |
| Q4 2025 | 13 holders, $779m | 74 holders, $280bn |
| Q1 2026 | 13 holders, $680m | 70 holders, $261bn |
| Q2 2026 | 14 holders, $1.6bn | 72 holders, $305bn |
Jfrog LTD
- Holders
- 17
- Reported value
- $626m
- Buyers
- 12
- Sellers
- 5
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 71
- Reported value
- $253bn
- Buyers
- 44
- Sellers
- 27
Breadth +17 among 95 comparable managers.
Who holds both, Q2 2025
Both (14)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only FROG (3)
PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC
Only AMZN (57)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, and 32 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.