Holders over time
- CHWY
- GOOGL
| Quarter | CHWY | GOOGL |
|---|---|---|
| Q3 2020 | 12 holders, $762m | 52 holders, $65.2bn |
| Q4 2020 | 17 holders, $1.4bn | 57 holders, $83.4bn |
| Q1 2021 | 9 holders, $1.1bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $1.2bn | 59 holders, $113bn |
| Q3 2021 | 12 holders, $1.6bn | 59 holders, $123bn |
| Q4 2021 | 11 holders, $1.8bn | 56 holders, $130bn |
| Q1 2022 | 6 holders, $886m | 56 holders, $117bn |
| Q2 2022 | 14 holders, $1.0bn | 49 holders, $88.7bn |
| Q3 2022 | 15 holders, $988m | 53 holders, $76.8bn |
| Q4 2022 | 13 holders, $1.3bn | 55 holders, $122bn |
| Q1 2023 | 12 holders, $1.3bn | 54 holders, $79.8bn |
| Q2 2023 | 17 holders, $1.5bn | 55 holders, $93.0bn |
| Q3 2023 | 8 holders, $518m | 59 holders, $103bn |
| Q4 2023 | 9 holders, $696m | 57 holders, $105bn |
| Q1 2024 | 10 holders, $521m | 58 holders, $112bn |
| Q2 2024 | 12 holders, $1.0bn | 56 holders, $132bn |
| Q3 2024 | 16 holders, $1.4bn | 58 holders, $119bn |
| Q4 2024 | 20 holders, $1.6bn | 58 holders, $141bn |
| Q1 2025 | 25 holders, $1.4bn | 61 holders, $106bn |
| Q2 2025 | 27 holders, $2.8bn | 57 holders, $117bn |
| Q3 2025 | 21 holders, $2.7bn | 61 holders, $174bn |
| Q4 2025 | 19 holders, $2.0bn | 62 holders, $236bn |
| Q1 2026 | 12 holders, $1.1bn | 65 holders, $233bn |
| Q2 2026 | 7 holders, $550m | 64 holders, $309bn |
Chewy Inc
- Holders
- 19
- Reported value
- $2.0bn
- Buyers
- 25
- Sellers
- 17
Breadth +8 among 92 comparable managers.
Alphabet Inc
- Holders
- 62
- Reported value
- $236bn
- Buyers
- 32
- Sellers
- 31
Breadth +1 among 92 comparable managers.
Who holds both, Q4 2025
Both (16)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only CHWY (3)
Maverick Capital Ltd, PDT Partners LLC, Two Sigma Investments LP
Only GOOGL (46)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 21 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.