Holders over time
- ETSY
- GOOG
| Quarter | ETSY | GOOG |
|---|---|---|
| Q3 2020 | 21 holders, $3.4bn | 47 holders, $73.8bn |
| Q4 2020 | 22 holders, $5.1bn | 48 holders, $88.6bn |
| Q1 2021 | 24 holders, $5.4bn | 42 holders, $102bn |
| Q2 2021 | 20 holders, $5.9bn | 42 holders, $122bn |
| Q3 2021 | 21 holders, $5.6bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $5.5bn | 48 holders, $138bn |
| Q1 2022 | 12 holders, $2.9bn | 48 holders, $125bn |
| Q2 2022 | 13 holders, $1.8bn | 46 holders, $93.3bn |
| Q3 2022 | 15 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 17 holders, $2.6bn | 46 holders, $62.7bn |
| Q1 2023 | 17 holders, $2.7bn | 48 holders, $65.5bn |
| Q2 2023 | 20 holders, $1.4bn | 43 holders, $75.1bn |
| Q3 2023 | 18 holders, $517m | 45 holders, $81.6bn |
| Q4 2023 | 13 holders, $580m | 45 holders, $82.8bn |
| Q1 2024 | 16 holders, $753m | 46 holders, $83.4bn |
| Q2 2024 | 13 holders, $957m | 45 holders, $98.4bn |
| Q3 2024 | 14 holders, $1.1bn | 48 holders, $86.1bn |
| Q4 2024 | 17 holders, $1.1bn | 49 holders, $94.5bn |
| Q1 2025 | 15 holders, $1.1bn | 53 holders, $72.6bn |
| Q2 2025 | 15 holders, $1.6bn | 50 holders, $77.5bn |
| Q3 2025 | 11 holders, $1.9bn | 49 holders, $107bn |
| Q4 2025 | 15 holders, $1.4bn | 54 holders, $152bn |
| Q1 2026 | 9 holders, $1.2bn | 56 holders, $148bn |
| Q2 2026 | 16 holders, $2.1bn | 53 holders, $194bn |
Etsy Inc
- Holders
- 11
- Reported value
- $1.9bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (5)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Renaissance Technologies LLC
Only ETSY (6)
Bridgewater Associates LP, Elliott Investment Management LP, Holocene Advisors LP, Lone Pine Capital LLC, Point72 Asset Management LP, Verition Fund Management LLC
Only GOOG (44)
AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, 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.