Holders over time
- GDDY
- MSFT
| Quarter | GDDY | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $3.1bn | 63 holders, $218bn |
| Q4 2020 | 10 holders, $3.1bn | 66 holders, $228bn |
| Q1 2021 | 10 holders, $2.6bn | 65 holders, $241bn |
| Q2 2021 | 5 holders, $2.8bn | 62 holders, $273bn |
| Q3 2021 | 6 holders, $2.3bn | 64 holders, $283bn |
| Q4 2021 | 10 holders, $3.1bn | 65 holders, $336bn |
| Q1 2022 | 12 holders, $3.5bn | 63 holders, $297bn |
| Q2 2022 | 9 holders, $3.0bn | 67 holders, $245bn |
| Q3 2022 | 11 holders, $3.1bn | 68 holders, $216bn |
| Q4 2022 | 13 holders, $3.3bn | 62 holders, $217bn |
| Q1 2023 | 14 holders, $2.9bn | 65 holders, $254bn |
| Q2 2023 | 11 holders, $2.5bn | 69 holders, $304bn |
| Q3 2023 | 10 holders, $1.6bn | 71 holders, $281bn |
| Q4 2023 | 17 holders, $2.4bn | 66 holders, $333bn |
| Q1 2024 | 20 holders, $3.7bn | 68 holders, $361bn |
| Q2 2024 | 21 holders, $4.4bn | 67 holders, $374bn |
| Q3 2024 | 21 holders, $4.6bn | 69 holders, $356bn |
| Q4 2024 | 20 holders, $5.4bn | 70 holders, $338bn |
| Q1 2025 | 18 holders, $4.5bn | 67 holders, $294bn |
| Q2 2025 | 22 holders, $4.2bn | 65 holders, $401bn |
| Q3 2025 | 22 holders, $2.7bn | 70 holders, $427bn |
| Q4 2025 | 20 holders, $2.6bn | 68 holders, $411bn |
| Q1 2026 | 11 holders, $1.1bn | 64 holders, $312bn |
| Q2 2026 | 13 holders, $1.8bn | 60 holders, $291bn |
Godaddy Inc
- Holders
- 22
- Reported value
- $2.7bn
- Buyers
- 17
- Sellers
- 6
Breadth +11 among 95 comparable managers.
Microsoft Corp
- Holders
- 70
- Reported value
- $427bn
- Buyers
- 44
- Sellers
- 24
Breadth +20 among 95 comparable managers.
Who holds both, Q3 2025
Both (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only GDDY (1)
Only MSFT (49)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 24 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.