Holders over time
- CDNS
- GOOGL
| Quarter | CDNS | GOOGL |
|---|---|---|
| Q3 2020 | 24 holders, $4.8bn | 52 holders, $65.2bn |
| Q4 2020 | 12 holders, $5.7bn | 57 holders, $83.4bn |
| Q1 2021 | 12 holders, $6.2bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $6.3bn | 59 holders, $113bn |
| Q3 2021 | 19 holders, $6.8bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $8.0bn | 56 holders, $130bn |
| Q1 2022 | 26 holders, $7.8bn | 56 holders, $117bn |
| Q2 2022 | 23 holders, $6.9bn | 49 holders, $88.7bn |
| Q3 2022 | 27 holders, $7.8bn | 53 holders, $76.8bn |
| Q4 2022 | 26 holders, $7.1bn | 55 holders, $122bn |
| Q1 2023 | 27 holders, $9.3bn | 54 holders, $79.8bn |
| Q2 2023 | 37 holders, $11.5bn | 55 holders, $93.0bn |
| Q3 2023 | 29 holders, $11.2bn | 59 holders, $103bn |
| Q4 2023 | 33 holders, $11.7bn | 57 holders, $105bn |
| Q1 2024 | 26 holders, $12.5bn | 58 holders, $112bn |
| Q2 2024 | 25 holders, $11.4bn | 56 holders, $132bn |
| Q3 2024 | 27 holders, $9.2bn | 58 holders, $119bn |
| Q4 2024 | 24 holders, $9.8bn | 58 holders, $141bn |
| Q1 2025 | 26 holders, $8.7bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $8.8bn | 57 holders, $117bn |
| Q3 2025 | 25 holders, $10.7bn | 61 holders, $174bn |
| Q4 2025 | 29 holders, $12.0bn | 62 holders, $236bn |
| Q1 2026 | 28 holders, $11.4bn | 65 holders, $233bn |
| Q2 2026 | 22 holders, $13.8bn | 64 holders, $309bn |
Cadence Design System Inc
- Holders
- 25
- Reported value
- $10.7bn
- Buyers
- 14
- Sellers
- 11
Breadth +3 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 (24)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only CDNS (1)
Only GOOGL (37)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, 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.