Holders over time
- MDB
- MSFT
| Quarter | MDB | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $218bn |
| Q4 2020 | 21 holders, $7.6bn | 66 holders, $228bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $241bn |
| Q2 2021 | 22 holders, $8.3bn | 62 holders, $273bn |
| Q3 2021 | 22 holders, $11.4bn | 64 holders, $283bn |
| Q4 2021 | 23 holders, $13.0bn | 65 holders, $336bn |
| Q1 2022 | 26 holders, $10.9bn | 63 holders, $297bn |
| Q2 2022 | 25 holders, $6.4bn | 67 holders, $245bn |
| Q3 2022 | 20 holders, $5.0bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $4.3bn | 62 holders, $217bn |
| Q1 2023 | 18 holders, $5.3bn | 65 holders, $254bn |
| Q2 2023 | 31 holders, $8.2bn | 69 holders, $304bn |
| Q3 2023 | 32 holders, $6.5bn | 71 holders, $281bn |
| Q4 2023 | 28 holders, $7.1bn | 66 holders, $333bn |
| Q1 2024 | 22 holders, $5.7bn | 68 holders, $361bn |
| Q2 2024 | 25 holders, $4.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $3.9bn | 69 holders, $356bn |
| Q4 2024 | 22 holders, $2.4bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $1.3bn | 67 holders, $294bn |
| Q2 2025 | 30 holders, $2.1bn | 65 holders, $401bn |
| Q3 2025 | 31 holders, $4.6bn | 70 holders, $427bn |
| Q4 2025 | 34 holders, $7.3bn | 68 holders, $411bn |
| Q1 2026 | 31 holders, $3.9bn | 64 holders, $312bn |
| Q2 2026 | 23 holders, $4.4bn | 60 holders, $291bn |
Mongodb Inc
- Holders
- 23
- Reported value
- $4.4bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 91 comparable managers.
Microsoft Corp
- Holders
- 60
- Reported value
- $291bn
- Buyers
- 27
- Sellers
- 37
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only MDB (4)
Element Capital Management LLC, Light Street Capital Management LLC, ValueAct Holdings LP, Whale Rock Capital Management LLC
Only MSFT (41)
Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, 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.