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TTD · GOOGL 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.

TTDGOOGL
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.
  • TTD
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterTTDGOOGL
Q3 202013 holders, $2.9bn52 holders, $65.2bn
Q4 202017 holders, $4.0bn57 holders, $83.4bn
Q1 202117 holders, $3.9bn56 holders, $96.9bn
Q2 202113 holders, $4.8bn59 holders, $113bn
Q3 20216 holders, $4.4bn59 holders, $123bn
Q4 202112 holders, $6.8bn56 holders, $130bn
Q1 202210 holders, $5.3bn56 holders, $117bn
Q2 202216 holders, $3.4bn49 holders, $88.7bn
Q3 202213 holders, $4.5bn53 holders, $76.8bn
Q4 202213 holders, $3.4bn55 holders, $122bn
Q1 20239 holders, $4.1bn54 holders, $79.8bn
Q2 202315 holders, $5.5bn55 holders, $93.0bn
Q3 202314 holders, $5.4bn59 holders, $103bn
Q4 202316 holders, $4.9bn57 holders, $105bn
Q1 202417 holders, $5.5bn58 holders, $112bn
Q2 202416 holders, $5.9bn56 holders, $132bn
Q3 202415 holders, $6.9bn58 holders, $119bn
Q4 202421 holders, $7.3bn58 holders, $141bn
Q1 202515 holders, $2.6bn61 holders, $106bn
Q2 202518 holders, $3.1bn57 holders, $117bn
Q3 202513 holders, $2.3bn61 holders, $174bn
Q4 202516 holders, $2.1bn62 holders, $236bn
Q1 202613 holders, $997m65 holders, $233bn
Q2 20268 holders, $761m64 holders, $309bn
TTD

The Trade Desk Inc

Holders
18
Reported value
$3.1bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

Software and IT servicesInternet, programming and data services
GOOGL

Alphabet Inc

Holders
57
Reported value
$117bn
Buyers
29
Sellers
29

Breadth 0 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q2 2025

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TTD (4)

ARK Investment Management LLC, PDT Partners LLC, Viking Global Investors LP, Winton Group Ltd

Only GOOGL (43)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, 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, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, and 18 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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