Holders over time
- HUBS
- GOOGL
| Quarter | HUBS | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $3.9bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.1bn | 57 holders, $83.4bn |
| Q1 2021 | 22 holders, $6.0bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $7.6bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $8.6bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $9.0bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 19 holders, $4.2bn | 49 holders, $88.7bn |
| Q3 2022 | 21 holders, $4.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $4.0bn | 55 holders, $122bn |
| Q1 2023 | 26 holders, $5.4bn | 54 holders, $79.8bn |
| Q2 2023 | 24 holders, $6.6bn | 55 holders, $93.0bn |
| Q3 2023 | 23 holders, $6.3bn | 59 holders, $103bn |
| Q4 2023 | 27 holders, $7.6bn | 57 holders, $105bn |
| Q1 2024 | 24 holders, $8.0bn | 58 holders, $112bn |
| Q2 2024 | 27 holders, $7.0bn | 56 holders, $132bn |
| Q3 2024 | 22 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 26 holders, $10.8bn | 58 holders, $141bn |
| Q1 2025 | 25 holders, $9.0bn | 61 holders, $106bn |
| Q2 2025 | 25 holders, $7.7bn | 57 holders, $117bn |
| Q3 2025 | 26 holders, $6.0bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $5.4bn | 62 holders, $236bn |
| Q1 2026 | 19 holders, $3.1bn | 65 holders, $233bn |
| Q2 2026 | 18 holders, $2.7bn | 64 holders, $309bn |
Hubspot Inc
- Holders
- 26
- Reported value
- $6.0bn
- Buyers
- 18
- Sellers
- 8
Breadth +10 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only HUBS (3)
Davidson Kempner Capital Management LP, Durable Capital Partners LP, Freestone Grove Partners LP
Only GOOGL (38)
Altimeter Capital Management LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, and 13 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.