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FTNT · 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.

FTNTGOOGL
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.
  • FTNT
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterFTNTGOOGL
Q3 202017 holders, $2.0bn52 holders, $65.2bn
Q4 202016 holders, $1.8bn57 holders, $83.4bn
Q1 202110 holders, $3.9bn56 holders, $96.9bn
Q2 202114 holders, $5.2bn59 holders, $113bn
Q3 202120 holders, $6.6bn59 holders, $123bn
Q4 202117 holders, $7.7bn56 holders, $130bn
Q1 202223 holders, $7.8bn56 holders, $117bn
Q2 202227 holders, $6.3bn49 holders, $88.7bn
Q3 202227 holders, $4.4bn53 holders, $76.8bn
Q4 202224 holders, $4.7bn55 holders, $122bn
Q1 202325 holders, $6.5bn54 holders, $79.8bn
Q2 202325 holders, $7.5bn55 holders, $93.0bn
Q3 202320 holders, $4.7bn59 holders, $103bn
Q4 202321 holders, $4.1bn57 holders, $105bn
Q1 202418 holders, $5.3bn58 holders, $112bn
Q2 202421 holders, $4.4bn56 holders, $132bn
Q3 202427 holders, $4.9bn58 holders, $119bn
Q4 202424 holders, $6.3bn58 holders, $141bn
Q1 202524 holders, $5.9bn61 holders, $106bn
Q2 202522 holders, $5.7bn57 holders, $117bn
Q3 202518 holders, $2.9bn61 holders, $174bn
Q4 202521 holders, $4.2bn62 holders, $236bn
Q1 202616 holders, $4.4bn65 holders, $233bn
Q2 202624 holders, $11.0bn64 holders, $309bn
FTNT

Fortinet Inc

Holders
24
Reported value
$11.0bn
Buyers
24
Sellers
10

Breadth +14 among 91 comparable managers.

Technology hardware and equipmentCloud and enterprise software · L3VLUP
GOOGL

Alphabet Inc

Holders
64
Reported value
$309bn
Buyers
33
Sellers
34

Breadth -1 among 91 comparable managers.

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

Who holds both, Q2 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 FTNT (2)

ExodusPoint Capital Management LP, Millennium Management LLC

Only GOOGL (42)

AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, and 17 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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