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TWLO · 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.

TWLOGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • TWLO
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterTWLOGOOGL
Q3 202025 holders, $5.5bn52 holders, $65.2bn
Q4 202026 holders, $7.0bn57 holders, $83.4bn
Q1 202130 holders, $8.7bn56 holders, $96.9bn
Q2 202123 holders, $11.4bn59 holders, $113bn
Q3 202128 holders, $9.2bn59 holders, $123bn
Q4 202118 holders, $9.2bn56 holders, $130bn
Q1 202218 holders, $6.1bn56 holders, $117bn
Q2 202212 holders, $2.8bn49 holders, $88.7bn
Q3 202214 holders, $2.0bn53 holders, $76.8bn
Q4 202213 holders, $1.5bn55 holders, $122bn
Q1 202313 holders, $1.8bn54 holders, $79.8bn
Q2 202310 holders, $1.8bn55 holders, $93.0bn
Q3 20237 holders, $1.4bn59 holders, $103bn
Q4 202316 holders, $2.0bn57 holders, $105bn
Q1 202412 holders, $1.4bn58 holders, $112bn
Q2 202414 holders, $1.4bn56 holders, $132bn
Q3 202415 holders, $1.5bn58 holders, $119bn
Q4 202430 holders, $2.5bn58 holders, $141bn
Q1 202521 holders, $1.7bn61 holders, $106bn
Q2 202518 holders, $2.0bn57 holders, $117bn
Q3 202513 holders, $1.7bn61 holders, $174bn
Q4 202520 holders, $3.4bn62 holders, $236bn
Q1 202618 holders, $2.7bn65 holders, $233bn
Q2 202618 holders, $4.0bn64 holders, $309bn
TWLO

Twilio Inc

Holders
18
Reported value
$2.7bn
Buyers
18
Sellers
18

Breadth 0 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
65
Reported value
$233bn
Buyers
28
Sellers
37

Breadth -9 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q1 2026

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TWLO (1)

Sachem Head Capital Management LP

Only GOOGL (48)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors 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, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 23 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.

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