L3VLUP
ProSign in

MDB · MSFT 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.

MDBMSFT
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.
  • MDB
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterMDBMSFT
Q3 202015 holders, $4.8bn63 holders, $218bn
Q4 202021 holders, $7.6bn66 holders, $228bn
Q1 202127 holders, $5.5bn65 holders, $241bn
Q2 202122 holders, $8.3bn62 holders, $273bn
Q3 202122 holders, $11.4bn64 holders, $283bn
Q4 202123 holders, $13.0bn65 holders, $336bn
Q1 202226 holders, $10.9bn63 holders, $297bn
Q2 202225 holders, $6.4bn67 holders, $245bn
Q3 202220 holders, $5.0bn68 holders, $216bn
Q4 202222 holders, $4.3bn62 holders, $217bn
Q1 202318 holders, $5.3bn65 holders, $254bn
Q2 202331 holders, $8.2bn69 holders, $304bn
Q3 202332 holders, $6.5bn71 holders, $281bn
Q4 202328 holders, $7.1bn66 holders, $333bn
Q1 202422 holders, $5.7bn68 holders, $361bn
Q2 202425 holders, $4.3bn67 holders, $374bn
Q3 202417 holders, $3.9bn69 holders, $356bn
Q4 202422 holders, $2.4bn70 holders, $338bn
Q1 202519 holders, $1.3bn67 holders, $294bn
Q2 202530 holders, $2.1bn65 holders, $401bn
Q3 202531 holders, $4.6bn70 holders, $427bn
Q4 202534 holders, $7.3bn68 holders, $411bn
Q1 202631 holders, $3.9bn64 holders, $312bn
Q2 202623 holders, $4.4bn60 holders, $291bn
MDB

Mongodb Inc

Holders
34
Reported value
$7.3bn
Buyers
28
Sellers
22

Breadth +6 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
68
Reported value
$411bn
Buyers
31
Sellers
37

Breadth -6 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2025

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd

Only MDB (3)

PDT Partners LLC, ValueAct Holdings LP, Whale Rock Capital Management LLC

Only MSFT (37)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 12 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 →