Holders over time
- HUBS
- GOOGL
| Quarter | HUBS | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $3.9bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.1bn | 57 holders, $83.4bn |
| Q1 2021 | 22 holders, $6.0bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $7.6bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $8.6bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $9.0bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $6.7bn | 56 holders, $117bn |
| Q2 2022 | 19 holders, $4.2bn | 49 holders, $88.7bn |
| Q3 2022 | 21 holders, $4.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $4.0bn | 55 holders, $122bn |
| Q1 2023 | 26 holders, $5.4bn | 54 holders, $79.8bn |
| Q2 2023 | 24 holders, $6.6bn | 55 holders, $93.0bn |
| Q3 2023 | 23 holders, $6.3bn | 59 holders, $103bn |
| Q4 2023 | 27 holders, $7.6bn | 57 holders, $105bn |
| Q1 2024 | 24 holders, $8.0bn | 58 holders, $112bn |
| Q2 2024 | 27 holders, $7.0bn | 56 holders, $132bn |
| Q3 2024 | 22 holders, $7.7bn | 58 holders, $119bn |
| Q4 2024 | 26 holders, $10.8bn | 58 holders, $141bn |
| Q1 2025 | 25 holders, $9.0bn | 61 holders, $106bn |
| Q2 2025 | 25 holders, $7.7bn | 57 holders, $117bn |
| Q3 2025 | 26 holders, $6.0bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $5.4bn | 62 holders, $236bn |
| Q1 2026 | 19 holders, $3.1bn | 65 holders, $233bn |
| Q2 2026 | 18 holders, $2.7bn | 64 holders, $309bn |
Hubspot Inc
- Holders
- 19
- Reported value
- $3.1bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 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 (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only HUBS (0)
None.
Only GOOGL (46)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 21 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.