Holders over time
- CRWD
- GOOGL
| Quarter | CRWD | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 52 holders, $65.2bn |
| Q4 2020 | 34 holders, $8.6bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $6.5bn | 56 holders, $96.9bn |
| Q2 2021 | 31 holders, $9.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.5bn | 59 holders, $123bn |
| Q4 2021 | 30 holders, $5.8bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $6.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 34 holders, $3.5bn | 53 holders, $76.8bn |
| Q4 2022 | 25 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 25 holders, $2.3bn | 54 holders, $79.8bn |
| Q2 2023 | 18 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 24 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.4bn | 57 holders, $105bn |
| Q1 2024 | 37 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 31 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 26 holders, $3.5bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $3.5bn | 58 holders, $141bn |
| Q1 2025 | 19 holders, $4.0bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $7.1bn | 57 holders, $117bn |
| Q3 2025 | 19 holders, $6.7bn | 61 holders, $174bn |
| Q4 2025 | 22 holders, $9.7bn | 62 holders, $236bn |
| Q1 2026 | 25 holders, $9.2bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $20.4bn | 64 holders, $309bn |
Crowdstrike HLDGS Inc
- Holders
- 19
- Reported value
- $6.7bn
- Buyers
- 15
- Sellers
- 7
Breadth +8 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only CRWD (2)
Only GOOGL (44)
Altimeter Capital Management LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, and 19 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.