Holders over time
- TEAM
- MSFT
| Quarter | TEAM | MSFT |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $218bn |
| Q4 2020 | none listed holders, n.a. | 66 holders, $228bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $241bn |
| Q2 2021 | none listed holders, n.a. | 62 holders, $273bn |
| Q3 2021 | none listed holders, n.a. | 64 holders, $283bn |
| Q4 2021 | none listed holders, n.a. | 65 holders, $336bn |
| Q1 2022 | none listed holders, n.a. | 63 holders, $297bn |
| Q2 2022 | none listed holders, n.a. | 67 holders, $245bn |
| Q3 2022 | 5 holders, $5.2bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $6.6bn | 62 holders, $217bn |
| Q1 2023 | 20 holders, $6.8bn | 65 holders, $254bn |
| Q2 2023 | 19 holders, $6.9bn | 69 holders, $304bn |
| Q3 2023 | 20 holders, $7.4bn | 71 holders, $281bn |
| Q4 2023 | 24 holders, $8.8bn | 66 holders, $333bn |
| Q1 2024 | 26 holders, $7.4bn | 68 holders, $361bn |
| Q2 2024 | 26 holders, $6.4bn | 67 holders, $374bn |
| Q3 2024 | 25 holders, $6.1bn | 69 holders, $356bn |
| Q4 2024 | 38 holders, $10.2bn | 70 holders, $338bn |
| Q1 2025 | 35 holders, $7.9bn | 67 holders, $294bn |
| Q2 2025 | 26 holders, $7.1bn | 65 holders, $401bn |
| Q3 2025 | 27 holders, $5.2bn | 70 holders, $427bn |
| Q4 2025 | 29 holders, $6.1bn | 68 holders, $411bn |
| Q1 2026 | 12 holders, $1.8bn | 64 holders, $312bn |
| Q2 2026 | 14 holders, $1.7bn | 60 holders, $291bn |
Atlassian Corporation
- Holders
- 29
- Reported value
- $6.1bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 among 92 comparable managers.
Microsoft Corp
- Holders
- 68
- Reported value
- $411bn
- Buyers
- 31
- Sellers
- 37
Breadth -6 among 92 comparable managers.
Who holds both, Q4 2025
Both (28)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
Only TEAM (1)
Only MSFT (40)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Polen Capital Management LLC, Rokos Capital Management LLP, and 15 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.