Holders over time
- DASH
- GOOG
| Quarter | DASH | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | 21 holders, $5.5bn | 48 holders, $88.6bn |
| Q1 2021 | 17 holders, $6.4bn | 42 holders, $102bn |
| Q2 2021 | 22 holders, $11.4bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $14.7bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $10.9bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $7.9bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $3.5bn | 46 holders, $93.3bn |
| Q3 2022 | 18 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 14 holders, $2.7bn | 46 holders, $62.7bn |
| Q1 2023 | 19 holders, $3.6bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $5.1bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $6.0bn | 45 holders, $81.6bn |
| Q4 2023 | 28 holders, $7.2bn | 45 holders, $82.8bn |
| Q1 2024 | 37 holders, $10.1bn | 46 holders, $83.4bn |
| Q2 2024 | 31 holders, $8.5bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $12.5bn | 48 holders, $86.1bn |
| Q4 2024 | 45 holders, $14.9bn | 49 holders, $94.5bn |
| Q1 2025 | 38 holders, $13.5bn | 53 holders, $72.6bn |
| Q2 2025 | 46 holders, $17.5bn | 50 holders, $77.5bn |
| Q3 2025 | 43 holders, $18.9bn | 49 holders, $107bn |
| Q4 2025 | 37 holders, $19.6bn | 54 holders, $152bn |
| Q1 2026 | 35 holders, $12.9bn | 56 holders, $148bn |
| Q2 2026 | 24 holders, $16.0bn | 53 holders, $194bn |
Doordash Inc
- Holders
- 43
- Reported value
- $18.9bn
- Buyers
- 19
- Sellers
- 24
Breadth -5 among 95 comparable managers.
Alphabet Inc
- Holders
- 49
- Reported value
- $107bn
- Buyers
- 23
- Sellers
- 25
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only DASH (13)
Bridgewater Associates LP, Caxton Associates LLP, Durable Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Soros Fund Management LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only GOOG (19)
Appaloosa LP, Baupost Group LLC, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Tudor Investment Corp
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.