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GWRE · 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.

GWREGOOGL
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.
  • GWRE
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterGWREGOOGL
Q3 202012 holders, $1.8bn52 holders, $65.2bn
Q4 202013 holders, $2.1bn57 holders, $83.4bn
Q1 202113 holders, $1.2bn56 holders, $96.9bn
Q2 20218 holders, $894m59 holders, $113bn
Q3 20214 holders, $841m59 holders, $123bn
Q4 20214 holders, $840m56 holders, $130bn
Q1 20224 holders, $485m56 holders, $117bn
Q2 20224 holders, $355m49 holders, $88.7bn
Q3 20228 holders, $319m53 holders, $76.8bn
Q4 202212 holders, $519m55 holders, $122bn
Q1 202312 holders, $573m54 holders, $79.8bn
Q2 20235 holders, $315m55 holders, $93.0bn
Q3 20235 holders, $324m59 holders, $103bn
Q4 202311 holders, $917m57 holders, $105bn
Q1 20247 holders, $823m58 holders, $112bn
Q2 20248 holders, $1.3bn56 holders, $132bn
Q3 202414 holders, $2.0bn58 holders, $119bn
Q4 202418 holders, $1.9bn58 holders, $141bn
Q1 202513 holders, $2.4bn61 holders, $106bn
Q2 202518 holders, $3.1bn57 holders, $117bn
Q3 202519 holders, $2.8bn61 holders, $174bn
Q4 202519 holders, $2.4bn62 holders, $236bn
Q1 20266 holders, $988m65 holders, $233bn
Q2 20266 holders, $514m64 holders, $309bn
GWRE

Guidewire Software Inc

Holders
19
Reported value
$2.4bn
Buyers
18
Sellers
22

Breadth -4 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · 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 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GWRE (3)

PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP

Only GOOGL (46)

Acadian Asset Management LLC, Altimeter Capital Management LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, 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.

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