Holders over time
- ADSK
- AMZN
| Quarter | ADSK | AMZN |
|---|---|---|
| Q3 2020 | 28 holders, $11.0bn | 63 holders, $195bn |
| Q4 2020 | 25 holders, $13.2bn | 65 holders, $198bn |
| Q1 2021 | 26 holders, $10.8bn | 65 holders, $193bn |
| Q2 2021 | 28 holders, $11.2bn | 66 holders, $221bn |
| Q3 2021 | 21 holders, $10.4bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $8.7bn | 66 holders, $209bn |
| Q1 2022 | 23 holders, $6.7bn | 66 holders, $201bn |
| Q2 2022 | 25 holders, $5.2bn | 58 holders, $125bn |
| Q3 2022 | 22 holders, $6.1bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $6.6bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $5.3bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.7bn | 65 holders, $141bn |
| Q4 2023 | 24 holders, $5.9bn | 69 holders, $172bn |
| Q1 2024 | 23 holders, $7.5bn | 69 holders, $209bn |
| Q2 2024 | 28 holders, $6.0bn | 70 holders, $224bn |
| Q3 2024 | 28 holders, $7.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $8.6bn | 68 holders, $250bn |
| Q1 2025 | 39 holders, $6.9bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $7.5bn | 71 holders, $253bn |
| Q3 2025 | 34 holders, $8.4bn | 69 holders, $244bn |
| Q4 2025 | 31 holders, $9.0bn | 74 holders, $280bn |
| Q1 2026 | 28 holders, $6.5bn | 70 holders, $261bn |
| Q2 2026 | 19 holders, $4.5bn | 72 holders, $305bn |
Autodesk Inc
- Holders
- 34
- Reported value
- $8.4bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $244bn
- Buyers
- 33
- Sellers
- 36
Breadth -3 among 95 comparable managers.
Who holds both, Q3 2025
Both (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ADSK (2)
Only AMZN (37)
Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Pershing Square Capital Management LP, Rokos Capital Management LLP, and 12 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.