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APPF · 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.

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.
  • APPF
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterAPPFGOOGL
Q3 20205 holders, $129m52 holders, $65.2bn
Q4 20205 holders, $239m57 holders, $83.4bn
Q1 20216 holders, $226m56 holders, $96.9bn
Q2 20215 holders, $224m59 holders, $113bn
Q3 20214 holders, $159m59 holders, $123bn
Q4 20215 holders, $169m56 holders, $130bn
Q1 20224 holders, $76m56 holders, $117bn
Q2 20223 holders, $30m49 holders, $88.7bn
Q3 20223 holders, $20m53 holders, $76.8bn
Q4 20222 holders, $6.3m55 holders, $122bn
Q1 20232 holders, $7.5m54 holders, $79.8bn
Q2 20233 holders, $10m55 holders, $93.0bn
Q3 20235 holders, $52m59 holders, $103bn
Q4 20236 holders, $75m57 holders, $105bn
Q1 20248 holders, $144m58 holders, $112bn
Q2 20247 holders, $148m56 holders, $132bn
Q3 20246 holders, $221m58 holders, $119bn
Q4 20245 holders, $301m58 holders, $141bn
Q1 20256 holders, $176m61 holders, $106bn
Q2 20254 holders, $152m57 holders, $117bn
Q3 20256 holders, $183m61 holders, $174bn
Q4 20254 holders, $168m62 holders, $236bn
Q1 20263 holders, $98m65 holders, $233bn
Q2 20261 holders, $63m64 holders, $309bn
APPF

Appfolio Inc

Holders
3
Reported value
$98m
Buyers
12
Sellers
13

Breadth -1 among 91 comparable managers.

GOOGL

Alphabet Inc

Holders
65
Reported value
$233bn
Buyers
28
Sellers
37

Breadth -9 among 91 comparable managers.

Who holds both, Q1 2026

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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