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MDB · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MDBGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MDB
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterMDBGOOGL
Q3 202015 holders, $4.8bn52 holders, $65.2bn
Q4 202021 holders, $7.6bn57 holders, $83.4bn
Q1 202127 holders, $5.5bn56 holders, $96.9bn
Q2 202122 holders, $8.3bn59 holders, $113bn
Q3 202122 holders, $11.4bn59 holders, $123bn
Q4 202123 holders, $13.0bn56 holders, $130bn
Q1 202226 holders, $10.9bn56 holders, $117bn
Q2 202225 holders, $6.4bn49 holders, $88.7bn
Q3 202220 holders, $5.0bn53 holders, $76.8bn
Q4 202222 holders, $4.3bn55 holders, $122bn
Q1 202318 holders, $5.3bn54 holders, $79.8bn
Q2 202331 holders, $8.2bn55 holders, $93.0bn
Q3 202332 holders, $6.5bn59 holders, $103bn
Q4 202328 holders, $7.1bn57 holders, $105bn
Q1 202422 holders, $5.7bn58 holders, $112bn
Q2 202425 holders, $4.3bn56 holders, $132bn
Q3 202417 holders, $3.9bn58 holders, $119bn
Q4 202422 holders, $2.4bn58 holders, $141bn
Q1 202519 holders, $1.3bn61 holders, $106bn
Q2 202530 holders, $2.1bn57 holders, $117bn
Q3 202531 holders, $4.6bn61 holders, $174bn
Q4 202534 holders, $7.3bn62 holders, $236bn
Q1 202631 holders, $3.9bn65 holders, $233bn
Q2 202623 holders, $4.4bn64 holders, $309bn
MDB

Mongodb Inc

Holders
31
Reported value
$4.6bn
Buyers
19
Sellers
14

Breadth +5 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
61
Reported value
$174bn
Buyers
29
Sellers
31

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q3 2025

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MDB (4)

Davidson Kempner Capital Management LP, PDT Partners LLC, ValueAct Holdings LP, Winton Group Ltd

Only GOOGL (34)

Altimeter Capital Management LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, and 9 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.

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