Holders over time
- WDAY
- GOOGL
| Quarter | WDAY | GOOGL |
|---|---|---|
| Q3 2020 | 35 holders, $10.9bn | 52 holders, $65.2bn |
| Q4 2020 | 25 holders, $10.8bn | 57 holders, $83.4bn |
| Q1 2021 | 20 holders, $12.4bn | 56 holders, $96.9bn |
| Q2 2021 | 22 holders, $11.3bn | 59 holders, $113bn |
| Q3 2021 | 30 holders, $12.4bn | 59 holders, $123bn |
| Q4 2021 | 26 holders, $13.9bn | 56 holders, $130bn |
| Q1 2022 | 36 holders, $12.3bn | 56 holders, $117bn |
| Q2 2022 | 33 holders, $6.8bn | 49 holders, $88.7bn |
| Q3 2022 | 31 holders, $7.2bn | 53 holders, $76.8bn |
| Q4 2022 | 34 holders, $8.0bn | 55 holders, $122bn |
| Q1 2023 | 34 holders, $9.3bn | 54 holders, $79.8bn |
| Q2 2023 | 31 holders, $10.5bn | 55 holders, $93.0bn |
| Q3 2023 | 36 holders, $10.5bn | 59 holders, $103bn |
| Q4 2023 | 35 holders, $13.1bn | 57 holders, $105bn |
| Q1 2024 | 40 holders, $12.2bn | 58 holders, $112bn |
| Q2 2024 | 38 holders, $7.8bn | 56 holders, $132bn |
| Q3 2024 | 33 holders, $9.7bn | 58 holders, $119bn |
| Q4 2024 | 25 holders, $6.2bn | 58 holders, $141bn |
| Q1 2025 | 22 holders, $5.0bn | 61 holders, $106bn |
| Q2 2025 | 22 holders, $3.7bn | 57 holders, $117bn |
| Q3 2025 | 22 holders, $4.3bn | 61 holders, $174bn |
| Q4 2025 | 15 holders, $4.9bn | 62 holders, $236bn |
| Q1 2026 | 16 holders, $2.9bn | 65 holders, $233bn |
| Q2 2026 | 9 holders, $2.5bn | 64 holders, $309bn |
Workday Inc
- Holders
- 22
- Reported value
- $3.7bn
- Buyers
- 11
- Sellers
- 12
Breadth -1 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 (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only WDAY (1)
Only GOOGL (36)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, and 11 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.