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ETSY · GOOG 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.

ETSYGOOG
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.
  • ETSY
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterETSYGOOG
Q3 202021 holders, $3.4bn47 holders, $73.8bn
Q4 202022 holders, $5.1bn48 holders, $88.6bn
Q1 202124 holders, $5.4bn42 holders, $102bn
Q2 202120 holders, $5.9bn42 holders, $122bn
Q3 202121 holders, $5.6bn44 holders, $128bn
Q4 202122 holders, $5.5bn48 holders, $138bn
Q1 202212 holders, $2.9bn48 holders, $125bn
Q2 202213 holders, $1.8bn46 holders, $93.3bn
Q3 202215 holders, $2.2bn46 holders, $79.3bn
Q4 202217 holders, $2.6bn46 holders, $62.7bn
Q1 202317 holders, $2.7bn48 holders, $65.5bn
Q2 202320 holders, $1.4bn43 holders, $75.1bn
Q3 202318 holders, $517m45 holders, $81.6bn
Q4 202313 holders, $580m45 holders, $82.8bn
Q1 202416 holders, $753m46 holders, $83.4bn
Q2 202413 holders, $957m45 holders, $98.4bn
Q3 202414 holders, $1.1bn48 holders, $86.1bn
Q4 202417 holders, $1.1bn49 holders, $94.5bn
Q1 202515 holders, $1.1bn53 holders, $72.6bn
Q2 202515 holders, $1.6bn50 holders, $77.5bn
Q3 202511 holders, $1.9bn49 holders, $107bn
Q4 202515 holders, $1.4bn54 holders, $152bn
Q1 20269 holders, $1.2bn56 holders, $148bn
Q2 202616 holders, $2.1bn53 holders, $194bn
ETSY

Etsy Inc

Holders
16
Reported value
$2.1bn
Buyers
25
Sellers
11

Breadth +14 among 91 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$194bn
Buyers
30
Sellers
29

Breadth +1 among 91 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q2 2026

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ETSY (4)

Elliott Investment Management LP, ExodusPoint Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC

Only GOOG (41)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 16 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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