Holders over time
- UBER
- GOOG
| Quarter | UBER | GOOG |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 47 holders, $73.8bn |
| Q4 2020 | 36 holders, $14.1bn | 48 holders, $88.6bn |
| Q1 2021 | 37 holders, $16.1bn | 42 holders, $102bn |
| Q2 2021 | 38 holders, $15.1bn | 42 holders, $122bn |
| Q3 2021 | 40 holders, $14.4bn | 44 holders, $128bn |
| Q4 2021 | 38 holders, $12.2bn | 48 holders, $138bn |
| Q1 2022 | 31 holders, $8.7bn | 48 holders, $125bn |
| Q2 2022 | 28 holders, $5.1bn | 46 holders, $93.3bn |
| Q3 2022 | 33 holders, $7.9bn | 46 holders, $79.3bn |
| Q4 2022 | 30 holders, $7.3bn | 46 holders, $62.7bn |
| Q1 2023 | 27 holders, $9.6bn | 48 holders, $65.5bn |
| Q2 2023 | 41 holders, $15.5bn | 43 holders, $75.1bn |
| Q3 2023 | 41 holders, $18.2bn | 45 holders, $81.6bn |
| Q4 2023 | 38 holders, $23.6bn | 45 holders, $82.8bn |
| Q1 2024 | 44 holders, $29.5bn | 46 holders, $83.4bn |
| Q2 2024 | 47 holders, $27.0bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $27.4bn | 48 holders, $86.1bn |
| Q4 2024 | 42 holders, $19.8bn | 49 holders, $94.5bn |
| Q1 2025 | 37 holders, $23.9bn | 53 holders, $72.6bn |
| Q2 2025 | 42 holders, $30.3bn | 50 holders, $77.5bn |
| Q3 2025 | 38 holders, $29.3bn | 49 holders, $107bn |
| Q4 2025 | 40 holders, $23.1bn | 54 holders, $152bn |
| Q1 2026 | 36 holders, $20.0bn | 56 holders, $148bn |
| Q2 2026 | 34 holders, $21.3bn | 53 holders, $194bn |
Uber Technologies Inc
- Holders
- 40
- Reported value
- $23.1bn
- Buyers
- 29
- Sellers
- 22
Breadth +7 among 92 comparable managers.
Alphabet Inc
- Holders
- 54
- Reported value
- $152bn
- Buyers
- 26
- Sellers
- 26
Breadth 0 among 92 comparable managers.
Who holds both, Q4 2025
Both (32)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only UBER (8)
Altimeter Capital Management LP, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP
Only GOOG (22)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC
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.