Holders over time
- PL
- CSCO
| Quarter | PL | CSCO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 27 holders, $12.0bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $14.3bn |
| Q1 2021 | none listed holders, n.a. | 30 holders, $16.3bn |
| Q2 2021 | none listed holders, n.a. | 26 holders, $16.2bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $17.4bn |
| Q4 2021 | 1 holders, $2.4m | 25 holders, $19.0bn |
| Q1 2022 | none listed holders, n.a. | 32 holders, $15.9bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $11.8bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $11.2bn |
| Q4 2022 | 2 holders, $8.3m | 36 holders, $38.3bn |
| Q1 2023 | 1 holders, $11m | 25 holders, $13.5bn |
| Q2 2023 | 2 holders, $4.3m | 26 holders, $13.2bn |
| Q3 2023 | none listed holders, n.a. | 33 holders, $14.2bn |
| Q4 2023 | none listed holders, n.a. | 26 holders, $12.5bn |
| Q1 2024 | none listed holders, n.a. | 30 holders, $12.6bn |
| Q2 2024 | none listed holders, n.a. | 31 holders, $12.2bn |
| Q3 2024 | none listed holders, n.a. | 27 holders, $13.7bn |
| Q4 2024 | none listed holders, n.a. | 38 holders, $17.6bn |
| Q1 2025 | none listed holders, n.a. | 33 holders, $18.1bn |
| Q2 2025 | none listed holders, n.a. | 31 holders, $17.6bn |
| Q3 2025 | 2 holders, $114m | 25 holders, $16.3bn |
| Q4 2025 | 7 holders, $359m | 25 holders, $26.5bn |
| Q1 2026 | 8 holders, $577m | 28 holders, $31.9bn |
| Q2 2026 | 10 holders, $721m | 32 holders, $49.1bn |
Planet Labs PBC
- Holders
- 10
- Reported value
- $721m
- Buyers
- 19
- Sellers
- 13
Breadth +6 among 91 comparable managers.
Cisco Sys Inc
- Holders
- 32
- Reported value
- $49.1bn
- Buyers
- 23
- Sellers
- 20
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (6)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, D. E. Shaw & Co., ExodusPoint Capital Management LP, Neuberger Berman Group LLC
Only PL (4)
Brevan Howard Capital Management LP, Polen Capital Management LLC, Two Sigma Investments LP, Winton Group Ltd
Only CSCO (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Glenview Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.