Holders over time
- DASH
- GOOG
| Quarter | DASH | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | 21 holders, $5.5bn | 48 holders, $88.6bn |
| Q1 2021 | 17 holders, $6.4bn | 42 holders, $102bn |
| Q2 2021 | 22 holders, $11.4bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $14.7bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $10.9bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $7.9bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $3.5bn | 46 holders, $93.3bn |
| Q3 2022 | 18 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 14 holders, $2.7bn | 46 holders, $62.7bn |
| Q1 2023 | 19 holders, $3.6bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $5.1bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $6.0bn | 45 holders, $81.6bn |
| Q4 2023 | 28 holders, $7.2bn | 45 holders, $82.8bn |
| Q1 2024 | 37 holders, $10.1bn | 46 holders, $83.4bn |
| Q2 2024 | 31 holders, $8.5bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $12.5bn | 48 holders, $86.1bn |
| Q4 2024 | 45 holders, $14.9bn | 49 holders, $94.5bn |
| Q1 2025 | 38 holders, $13.5bn | 53 holders, $72.6bn |
| Q2 2025 | 46 holders, $17.5bn | 50 holders, $77.5bn |
| Q3 2025 | 43 holders, $18.9bn | 49 holders, $107bn |
| Q4 2025 | 37 holders, $19.6bn | 54 holders, $152bn |
| Q1 2026 | 35 holders, $12.9bn | 56 holders, $148bn |
| Q2 2026 | 24 holders, $16.0bn | 53 holders, $194bn |
Doordash Inc
- Holders
- 35
- Reported value
- $12.9bn
- Buyers
- 25
- Sellers
- 25
Breadth 0 among 91 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $148bn
- Buyers
- 25
- Sellers
- 34
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (26)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only DASH (9)
Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Soros Fund Management LLC, Tiger Global Management LLC, Tudor Investment Corp
Only GOOG (30)
Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, and 5 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.