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SAP · 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.

SAPGOOGL
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.
  • SAP
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterSAPGOOGL
Q3 20205 holders, $1.1bn52 holders, $65.2bn
Q4 20204 holders, $823m57 holders, $83.4bn
Q1 20218 holders, $929m56 holders, $96.9bn
Q2 20215 holders, $824m59 holders, $113bn
Q3 20218 holders, $892m59 holders, $123bn
Q4 20217 holders, $1.0bn56 holders, $130bn
Q1 20227 holders, $912m56 holders, $117bn
Q2 20227 holders, $787m49 holders, $88.7bn
Q3 202210 holders, $898m53 holders, $76.8bn
Q4 20226 holders, $779m55 holders, $122bn
Q1 20237 holders, $987m54 holders, $79.8bn
Q2 20238 holders, $1.1bn55 holders, $93.0bn
Q3 20239 holders, $1.1bn59 holders, $103bn
Q4 20238 holders, $1.4bn57 holders, $105bn
Q1 20249 holders, $1.8bn58 holders, $112bn
Q2 202410 holders, $2.2bn56 holders, $132bn
Q3 202411 holders, $2.8bn58 holders, $119bn
Q4 20247 holders, $2.9bn58 holders, $141bn
Q1 20259 holders, $3.4bn61 holders, $106bn
Q2 20259 holders, $3.3bn57 holders, $117bn
Q3 20259 holders, $2.4bn61 holders, $174bn
Q4 202512 holders, $2.6bn62 holders, $236bn
Q1 202614 holders, $2.4bn65 holders, $233bn
Q2 20268 holders, $647m64 holders, $309bn
SAP

SAP Se

Holders
12
Reported value
$2.6bn
Buyers
16
Sellers
16

Breadth 0 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 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SAP (2)

Davidson Kempner Capital Management LP, Quantbot Technologies LP

Only GOOGL (52)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 27 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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