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TTD · 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.

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.
  • TTD
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterTTDGOOGL
Q3 202013 holders, $2.9bn52 holders, $65.2bn
Q4 202017 holders, $4.0bn57 holders, $83.4bn
Q1 202117 holders, $3.9bn56 holders, $96.9bn
Q2 202113 holders, $4.8bn59 holders, $113bn
Q3 20216 holders, $4.4bn59 holders, $123bn
Q4 202112 holders, $6.8bn56 holders, $130bn
Q1 202210 holders, $5.3bn56 holders, $117bn
Q2 202216 holders, $3.4bn49 holders, $88.7bn
Q3 202213 holders, $4.5bn53 holders, $76.8bn
Q4 202213 holders, $3.4bn55 holders, $122bn
Q1 20239 holders, $4.1bn54 holders, $79.8bn
Q2 202315 holders, $5.5bn55 holders, $93.0bn
Q3 202314 holders, $5.4bn59 holders, $103bn
Q4 202316 holders, $4.9bn57 holders, $105bn
Q1 202417 holders, $5.5bn58 holders, $112bn
Q2 202416 holders, $5.9bn56 holders, $132bn
Q3 202415 holders, $6.9bn58 holders, $119bn
Q4 202421 holders, $7.3bn58 holders, $141bn
Q1 202515 holders, $2.6bn61 holders, $106bn
Q2 202518 holders, $3.1bn57 holders, $117bn
Q3 202513 holders, $2.3bn61 holders, $174bn
Q4 202516 holders, $2.1bn62 holders, $236bn
Q1 202613 holders, $997m65 holders, $233bn
Q2 20268 holders, $761m64 holders, $309bn
TTD

The Trade Desk Inc

Holders
8
Reported value
$761m
Buyers
16
Sellers
14

Breadth +2 among 91 comparable managers.

GOOGL

Alphabet Inc

Holders
64
Reported value
$309bn
Buyers
33
Sellers
34

Breadth -1 among 91 comparable managers.

Who holds both, Q2 2026

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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