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NCNO · 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.

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.
  • NCNO
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterNCNOGOOGL
Q3 2020none listed holders, n.a.52 holders, $65.2bn
Q4 2020none listed holders, n.a.57 holders, $83.4bn
Q1 2021none listed holders, n.a.56 holders, $96.9bn
Q2 2021none listed holders, n.a.59 holders, $113bn
Q3 2021none listed holders, n.a.59 holders, $123bn
Q4 2021none listed holders, n.a.56 holders, $130bn
Q1 20224 holders, $606m56 holders, $117bn
Q2 20222 holders, $560m49 holders, $88.7bn
Q3 20223 holders, $386m53 holders, $76.8bn
Q4 20221 holders, $195m55 holders, $122bn
Q1 20233 holders, $210m54 holders, $79.8bn
Q2 20231 holders, $246m55 holders, $93.0bn
Q3 20232 holders, $264m59 holders, $103bn
Q4 20233 holders, $179m57 holders, $105bn
Q1 20243 holders, $71m58 holders, $112bn
Q2 20244 holders, $27m56 holders, $132bn
Q3 20241 holders, $7.9m58 holders, $119bn
Q4 20242 holders, $105m58 holders, $141bn
Q1 20256 holders, $292m61 holders, $106bn
Q2 20256 holders, $259m57 holders, $117bn
Q3 20256 holders, $206m61 holders, $174bn
Q4 20254 holders, $73m62 holders, $236bn
Q1 20263 holders, $29m65 holders, $233bn
Q2 2026none listed holders, n.a.64 holders, $309bn
NCNO

Ncino Inc

Holders
6
Reported value
$206m
Buyers
4
Sellers
4

Breadth 0 among 95 comparable managers.

GOOGL

Alphabet Inc

Holders
61
Reported value
$174bn
Buyers
29
Sellers
31

Breadth -2 among 95 comparable managers.

Who holds both, Q3 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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