L3VLUP
ProSign in

ADSK · 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.

ADSKGOOGL
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.
  • ADSK
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterADSKGOOGL
Q3 202028 holders, $11.0bn52 holders, $65.2bn
Q4 202025 holders, $13.2bn57 holders, $83.4bn
Q1 202126 holders, $10.8bn56 holders, $96.9bn
Q2 202128 holders, $11.2bn59 holders, $113bn
Q3 202121 holders, $10.4bn59 holders, $123bn
Q4 202118 holders, $8.7bn56 holders, $130bn
Q1 202223 holders, $6.7bn56 holders, $117bn
Q2 202225 holders, $5.2bn49 holders, $88.7bn
Q3 202222 holders, $6.1bn53 holders, $76.8bn
Q4 202224 holders, $6.0bn55 holders, $122bn
Q1 202330 holders, $6.6bn54 holders, $79.8bn
Q2 202327 holders, $5.3bn55 holders, $93.0bn
Q3 202321 holders, $4.7bn59 holders, $103bn
Q4 202324 holders, $5.9bn57 holders, $105bn
Q1 202423 holders, $7.5bn58 holders, $112bn
Q2 202428 holders, $6.0bn56 holders, $132bn
Q3 202428 holders, $7.7bn58 holders, $119bn
Q4 202431 holders, $8.6bn58 holders, $141bn
Q1 202539 holders, $6.9bn61 holders, $106bn
Q2 202530 holders, $7.5bn57 holders, $117bn
Q3 202534 holders, $8.4bn61 holders, $174bn
Q4 202531 holders, $9.0bn62 holders, $236bn
Q1 202628 holders, $6.5bn65 holders, $233bn
Q2 202619 holders, $4.5bn64 holders, $309bn
ADSK

Autodesk Inc

Holders
31
Reported value
$9.0bn
Buyers
19
Sellers
24

Breadth -5 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPIndustrials and automation · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
62
Reported value
$236bn
Buyers
32
Sellers
31

Breadth +1 among 92 comparable managers.

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

Who holds both, Q4 2025

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADSK (4)

ARK Investment Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Starboard Value LP

Only GOOGL (35)

Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, and 10 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.

Back to the 13F Explorer →