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VICR · CSCO 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.

VICRCSCO
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.
  • VICR
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterVICRCSCO
Q3 20201 holders, $2.2m27 holders, $12.0bn
Q4 20202 holders, $30m30 holders, $14.3bn
Q1 20211 holders, $58m30 holders, $16.3bn
Q2 20212 holders, $145m26 holders, $16.2bn
Q3 20213 holders, $284m28 holders, $17.4bn
Q4 20214 holders, $140m25 holders, $19.0bn
Q1 20224 holders, $130m32 holders, $15.9bn
Q2 20223 holders, $141m33 holders, $11.8bn
Q3 20221 holders, $118m36 holders, $11.2bn
Q4 20221 holders, $32m36 holders, $38.3bn
Q1 20232 holders, $1.2m25 holders, $13.5bn
Q2 20232 holders, $6.5m26 holders, $13.2bn
Q3 20233 holders, $19m33 holders, $14.2bn
Q4 20232 holders, $16m26 holders, $12.5bn
Q1 20242 holders, $11m30 holders, $12.6bn
Q2 20241 holders, $921k31 holders, $12.2bn
Q3 2024none listed holders, n.a.27 holders, $13.7bn
Q4 20241 holders, $1.0m38 holders, $17.6bn
Q1 20251 holders, $1.0m33 holders, $18.1bn
Q2 20251 holders, $1.0m31 holders, $17.6bn
Q3 20251 holders, $1.2m25 holders, $16.3bn
Q4 20252 holders, $2.6m25 holders, $26.5bn
Q1 20267 holders, $435m28 holders, $31.9bn
Q2 202610 holders, $1.4bn32 holders, $49.1bn
VICR

Vicor Corp

Holders
7
Reported value
$435m
Buyers
21
Sellers
9

Breadth +12 among 91 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
28
Reported value
$31.9bn
Buyers
19
Sellers
20

Breadth -1 among 91 comparable managers.

Technology hardware and equipment

Who holds both, Q1 2026

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VICR (2)

Polen Capital Management LLC, Tudor Investment Corp

Only CSCO (23)

AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Glenview Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Wellington Management Group LLP, Woodline Partners LP

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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