Holders over time
- VRSN
- MSFT
| Quarter | VRSN | MSFT |
|---|---|---|
| Q3 2020 | 24 holders, $6.0bn | 63 holders, $218bn |
| Q4 2020 | 18 holders, $6.0bn | 66 holders, $228bn |
| Q1 2021 | 17 holders, $5.1bn | 65 holders, $241bn |
| Q2 2021 | 14 holders, $5.7bn | 62 holders, $273bn |
| Q3 2021 | 13 holders, $5.0bn | 64 holders, $283bn |
| Q4 2021 | 13 holders, $5.8bn | 65 holders, $336bn |
| Q1 2022 | 18 holders, $5.1bn | 63 holders, $297bn |
| Q2 2022 | 16 holders, $3.8bn | 67 holders, $245bn |
| Q3 2022 | 13 holders, $3.6bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $4.5bn | 62 holders, $217bn |
| Q1 2023 | 19 holders, $5.0bn | 65 holders, $254bn |
| Q2 2023 | 18 holders, $5.2bn | 69 holders, $304bn |
| Q3 2023 | 21 holders, $4.7bn | 71 holders, $281bn |
| Q4 2023 | 16 holders, $4.7bn | 66 holders, $333bn |
| Q1 2024 | 21 holders, $4.2bn | 68 holders, $361bn |
| Q2 2024 | 17 holders, $4.1bn | 67 holders, $374bn |
| Q3 2024 | 18 holders, $4.6bn | 69 holders, $356bn |
| Q4 2024 | 17 holders, $4.9bn | 70 holders, $338bn |
| Q1 2025 | 18 holders, $6.2bn | 67 holders, $294bn |
| Q2 2025 | 10 holders, $6.8bn | 65 holders, $401bn |
| Q3 2025 | 16 holders, $6.2bn | 70 holders, $427bn |
| Q4 2025 | 18 holders, $5.2bn | 68 holders, $411bn |
| Q1 2026 | 16 holders, $5.0bn | 64 holders, $312bn |
| Q2 2026 | 17 holders, $5.3bn | 60 holders, $291bn |
Verisign Inc
- Holders
- 18
- Reported value
- $5.2bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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 (17)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC
Only VRSN (1)
Only MSFT (51)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 26 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.