Holders over time
- HUBS
- GOOGL
| Quarter | HUBS | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $3.9bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.1bn | 57 holders, $83.4bn |
| Q1 2021 | 22 holders, $6.0bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $7.6bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $8.6bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $9.0bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 19 holders, $4.2bn | 49 holders, $88.7bn |
| Q3 2022 | 21 holders, $4.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $4.0bn | 55 holders, $122bn |
| Q1 2023 | 26 holders, $5.4bn | 54 holders, $79.8bn |
| Q2 2023 | 24 holders, $6.6bn | 55 holders, $93.0bn |
| Q3 2023 | 23 holders, $6.3bn | 59 holders, $103bn |
| Q4 2023 | 27 holders, $7.6bn | 57 holders, $105bn |
| Q1 2024 | 24 holders, $8.0bn | 58 holders, $112bn |
| Q2 2024 | 27 holders, $7.0bn | 56 holders, $132bn |
| Q3 2024 | 22 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 26 holders, $10.8bn | 58 holders, $141bn |
| Q1 2025 | 25 holders, $9.0bn | 61 holders, $106bn |
| Q2 2025 | 25 holders, $7.7bn | 57 holders, $117bn |
| Q3 2025 | 26 holders, $6.0bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $5.4bn | 62 holders, $236bn |
| Q1 2026 | 19 holders, $3.1bn | 65 holders, $233bn |
| Q2 2026 | 18 holders, $2.7bn | 64 holders, $309bn |
Hubspot Inc
- Holders
- 26
- Reported value
- $5.4bn
- Buyers
- 19
- Sellers
- 19
Breadth 0 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only HUBS (2)
Only GOOGL (38)
Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, 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, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, and 13 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.