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NET · 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.

NETMSFT
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.
  • NET
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterNETMSFT
Q3 202011 holders, $2.5bn63 holders, $218bn
Q4 202021 holders, $5.0bn66 holders, $228bn
Q1 202112 holders, $4.6bn65 holders, $241bn
Q2 202114 holders, $7.0bn62 holders, $273bn
Q3 202114 holders, $7.4bn64 holders, $283bn
Q4 202122 holders, $10.6bn65 holders, $336bn
Q1 202215 holders, $8.7bn63 holders, $297bn
Q2 202212 holders, $2.7bn67 holders, $245bn
Q3 202213 holders, $3.2bn68 holders, $216bn
Q4 20229 holders, $2.9bn62 holders, $217bn
Q1 202313 holders, $4.1bn65 holders, $254bn
Q2 20237 holders, $4.9bn69 holders, $304bn
Q3 202312 holders, $5.0bn71 holders, $281bn
Q4 202314 holders, $6.7bn66 holders, $333bn
Q1 202414 holders, $8.0bn68 holders, $361bn
Q2 202412 holders, $7.1bn67 holders, $374bn
Q3 202413 holders, $7.1bn69 holders, $356bn
Q4 202416 holders, $9.3bn70 holders, $338bn
Q1 202518 holders, $9.4bn67 holders, $294bn
Q2 202519 holders, $18.3bn65 holders, $401bn
Q3 202524 holders, $19.5bn70 holders, $427bn
Q4 202529 holders, $16.4bn68 holders, $411bn
Q1 202632 holders, $15.7bn64 holders, $312bn
Q2 202632 holders, $17.9bn60 holders, $291bn
NET

Cloudflare Inc

Holders
19
Reported value
$18.3bn
Buyers
13
Sellers
8

Breadth +5 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 NET (1)

PDT Partners LLC

Only MSFT (47)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 22 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.

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