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
- 31
- Reported value
- $20.4bn
- Buyers
- 20
- Sellers
- 24
Breadth -4 among 91 comparable managers.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only CRWD (4)
Element Capital Management LLC, ExodusPoint Capital Management LP, Maverick Capital Ltd, Walleye Capital LLC
Only GOOGL (37)
Altimeter Capital Management LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 12 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.