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NET · 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.

NETGOOGL
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.
  • NET
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterNETGOOGL
Q3 202011 holders, $2.5bn52 holders, $65.2bn
Q4 202021 holders, $5.0bn57 holders, $83.4bn
Q1 202112 holders, $4.6bn56 holders, $96.9bn
Q2 202114 holders, $7.0bn59 holders, $113bn
Q3 202114 holders, $7.4bn59 holders, $123bn
Q4 202122 holders, $10.6bn56 holders, $130bn
Q1 202215 holders, $8.7bn56 holders, $117bn
Q2 202212 holders, $2.7bn49 holders, $88.7bn
Q3 202213 holders, $3.2bn53 holders, $76.8bn
Q4 20229 holders, $2.9bn55 holders, $122bn
Q1 202313 holders, $4.1bn54 holders, $79.8bn
Q2 20237 holders, $4.9bn55 holders, $93.0bn
Q3 202312 holders, $5.0bn59 holders, $103bn
Q4 202314 holders, $6.7bn57 holders, $105bn
Q1 202414 holders, $8.0bn58 holders, $112bn
Q2 202412 holders, $7.1bn56 holders, $132bn
Q3 202413 holders, $7.1bn58 holders, $119bn
Q4 202416 holders, $9.3bn58 holders, $141bn
Q1 202518 holders, $9.4bn61 holders, $106bn
Q2 202519 holders, $18.3bn57 holders, $117bn
Q3 202524 holders, $19.5bn61 holders, $174bn
Q4 202529 holders, $16.4bn62 holders, $236bn
Q1 202632 holders, $15.7bn65 holders, $233bn
Q2 202632 holders, $17.9bn64 holders, $309bn
NET

Cloudflare Inc

Holders
29
Reported value
$16.4bn
Buyers
24
Sellers
18

Breadth +6 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 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NET (4)

ARK Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP

Only GOOGL (37)

AllianceBernstein LP, Altimeter Capital Management LP, Berkshire Hathaway Inc, Brevan Howard Capital Management 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, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, 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.

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