Holders over time
- DDOG
- GOOGL
| Quarter | DDOG | GOOGL |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 52 holders, $65.2bn |
| Q4 2020 | 24 holders, $5.9bn | 57 holders, $83.4bn |
| Q1 2021 | 18 holders, $4.5bn | 56 holders, $96.9bn |
| Q2 2021 | 25 holders, $6.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $123bn |
| Q4 2021 | 41 holders, $11.4bn | 56 holders, $130bn |
| Q1 2022 | 39 holders, $9.9bn | 56 holders, $117bn |
| Q2 2022 | 30 holders, $4.9bn | 49 holders, $88.7bn |
| Q3 2022 | 24 holders, $4.3bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $3.0bn | 55 holders, $122bn |
| Q1 2023 | 22 holders, $2.8bn | 54 holders, $79.8bn |
| Q2 2023 | 29 holders, $4.5bn | 55 holders, $93.0bn |
| Q3 2023 | 21 holders, $4.4bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $6.1bn | 57 holders, $105bn |
| Q1 2024 | 39 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 37 holders, $7.1bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $5.8bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $7.8bn | 58 holders, $141bn |
| Q1 2025 | 24 holders, $5.1bn | 61 holders, $106bn |
| Q2 2025 | 38 holders, $8.2bn | 57 holders, $117bn |
| Q3 2025 | 23 holders, $9.2bn | 61 holders, $174bn |
| Q4 2025 | 24 holders, $8.9bn | 62 holders, $236bn |
| Q1 2026 | 30 holders, $7.6bn | 65 holders, $233bn |
| Q2 2026 | 32 holders, $17.5bn | 64 holders, $309bn |
Datadog Inc
- Holders
- 23
- Reported value
- $9.2bn
- Buyers
- 10
- Sellers
- 17
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 (19)
AQR Capital Management LLC, Baillie Gifford & Co, Discovery Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP
Only DDOG (4)
ARK Investment Management LLC, Dragoneer Investment Group LLC, Freestone Grove Partners LP, PDT Partners LLC
Only GOOGL (42)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, and 17 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.