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NOW · 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.

NOWGOOGL
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.
  • NOW
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterNOWGOOGL
Q3 202029 holders, $20.2bn52 holders, $65.2bn
Q4 202030 holders, $21.9bn57 holders, $83.4bn
Q1 202132 holders, $20.9bn56 holders, $96.9bn
Q2 202136 holders, $23.7bn59 holders, $113bn
Q3 202139 holders, $26.5bn59 holders, $123bn
Q4 202137 holders, $27.1bn56 holders, $130bn
Q1 202233 holders, $21.5bn56 holders, $117bn
Q2 202233 holders, $17.5bn49 holders, $88.7bn
Q3 202233 holders, $14.1bn53 holders, $76.8bn
Q4 202230 holders, $14.8bn55 holders, $122bn
Q1 202330 holders, $16.1bn54 holders, $79.8bn
Q2 202327 holders, $18.7bn55 holders, $93.0bn
Q3 202335 holders, $18.3bn59 holders, $103bn
Q4 202331 holders, $22.5bn57 holders, $105bn
Q1 202435 holders, $23.9bn58 holders, $112bn
Q2 202435 holders, $22.8bn56 holders, $132bn
Q3 202428 holders, $25.9bn58 holders, $119bn
Q4 202435 holders, $30.5bn58 holders, $141bn
Q1 202535 holders, $20.3bn61 holders, $106bn
Q2 202530 holders, $24.9bn57 holders, $117bn
Q3 202531 holders, $20.0bn61 holders, $174bn
Q4 202538 holders, $17.6bn62 holders, $236bn
Q1 202637 holders, $12.2bn65 holders, $233bn
Q2 202634 holders, $7.9bn64 holders, $309bn
NOW

Servicenow Inc

Holders
34
Reported value
$7.9bn
Buyers
20
Sellers
26

Breadth -6 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
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 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NOW (4)

Akre Capital Management LLC, Element Capital Management LLC, Millennium Management LLC, Walleye Capital LLC

Only GOOGL (34)

Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, and 9 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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