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NOW · MSFT 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.

NOWMSFT
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
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterNOWMSFT
Q3 202029 holders, $20.2bn63 holders, $218bn
Q4 202030 holders, $21.9bn66 holders, $228bn
Q1 202132 holders, $20.9bn65 holders, $241bn
Q2 202136 holders, $23.7bn62 holders, $273bn
Q3 202139 holders, $26.5bn64 holders, $283bn
Q4 202137 holders, $27.1bn65 holders, $336bn
Q1 202233 holders, $21.5bn63 holders, $297bn
Q2 202233 holders, $17.5bn67 holders, $245bn
Q3 202233 holders, $14.1bn68 holders, $216bn
Q4 202230 holders, $14.8bn62 holders, $217bn
Q1 202330 holders, $16.1bn65 holders, $254bn
Q2 202327 holders, $18.7bn69 holders, $304bn
Q3 202335 holders, $18.3bn71 holders, $281bn
Q4 202331 holders, $22.5bn66 holders, $333bn
Q1 202435 holders, $23.9bn68 holders, $361bn
Q2 202435 holders, $22.8bn67 holders, $374bn
Q3 202428 holders, $25.9bn69 holders, $356bn
Q4 202435 holders, $30.5bn70 holders, $338bn
Q1 202535 holders, $20.3bn67 holders, $294bn
Q2 202530 holders, $24.9bn65 holders, $401bn
Q3 202531 holders, $20.0bn70 holders, $427bn
Q4 202538 holders, $17.6bn68 holders, $411bn
Q1 202637 holders, $12.2bn64 holders, $312bn
Q2 202634 holders, $7.9bn60 holders, $291bn
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
MSFT

Microsoft Corp

Holders
60
Reported value
$291bn
Buyers
27
Sellers
37

Breadth -10 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2026

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP

Only NOW (2)

Akre Capital Management LLC, Element Capital Management LLC

Only MSFT (28)

Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Pershing Square Capital Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Two Sigma Investments LP, Verition Fund Management LLC, and 3 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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