Holders over time
- CRWD
- GOOGL
| Quarter | CRWD | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 52 holders, $65.2bn |
| Q4 2020 | 34 holders, $8.6bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $6.5bn | 56 holders, $96.9bn |
| Q2 2021 | 31 holders, $9.3bn | 59 holders, $113bn |
| Q3 2021 | 31 holders, $8.5bn | 59 holders, $123bn |
| Q4 2021 | 30 holders, $5.8bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $6.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 34 holders, $3.5bn | 53 holders, $76.8bn |
| Q4 2022 | 25 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 25 holders, $2.3bn | 54 holders, $79.8bn |
| Q2 2023 | 18 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 24 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 24 holders, $5.4bn | 57 holders, $105bn |
| Q1 2024 | 37 holders, $7.4bn | 58 holders, $112bn |
| Q2 2024 | 31 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 26 holders, $3.5bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $3.5bn | 58 holders, $141bn |
| Q1 2025 | 19 holders, $4.0bn | 61 holders, $106bn |
| Q2 2025 | 26 holders, $7.1bn | 57 holders, $117bn |
| Q3 2025 | 19 holders, $6.7bn | 61 holders, $174bn |
| Q4 2025 | 22 holders, $9.7bn | 62 holders, $236bn |
| Q1 2026 | 25 holders, $9.2bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $20.4bn | 64 holders, $309bn |
Crowdstrike HLDGS Inc
- Holders
- 25
- Reported value
- $9.2bn
- Buyers
- 21
- Sellers
- 16
Breadth +5 among 91 comparable managers.
Alphabet Inc
- Holders
- 65
- Reported value
- $233bn
- Buyers
- 28
- Sellers
- 37
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC
Only CRWD (1)
Only GOOGL (41)
Acadian Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 16 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.