Holders over time
- ADSK
- GOOGL
| Quarter | ADSK | GOOGL |
|---|---|---|
| Q3 2020 | 28 holders, $11.0bn | 52 holders, $65.2bn |
| Q4 2020 | 25 holders, $13.2bn | 57 holders, $83.4bn |
| Q1 2021 | 26 holders, $10.8bn | 56 holders, $96.9bn |
| Q2 2021 | 28 holders, $11.2bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $10.4bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $8.7bn | 56 holders, $130bn |
| Q1 2022 | 23 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 25 holders, $5.2bn | 49 holders, $88.7bn |
| Q3 2022 | 22 holders, $6.1bn | 53 holders, $76.8bn |
| Q4 2022 | 24 holders, $6.0bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $6.6bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $5.3bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.7bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.9bn | 57 holders, $105bn |
| Q1 2024 | 23 holders, $7.5bn | 58 holders, $112bn |
| Q2 2024 | 28 holders, $6.0bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $8.6bn | 58 holders, $141bn |
| Q1 2025 | 39 holders, $6.9bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $7.5bn | 57 holders, $117bn |
| Q3 2025 | 34 holders, $8.4bn | 61 holders, $174bn |
| Q4 2025 | 31 holders, $9.0bn | 62 holders, $236bn |
| Q1 2026 | 28 holders, $6.5bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $4.5bn | 64 holders, $309bn |
Autodesk Inc
- Holders
- 34
- Reported value
- $8.4bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $174bn
- Buyers
- 29
- Sellers
- 31
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, 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, Renaissance Technologies LLC, 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 (4)
ARK Investment Management LLC, Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Starboard Value LP
Only GOOGL (31)
Altimeter Capital Management 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., Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Pershing Square Capital Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, and 6 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.