Holders over time
- ZM
- GOOGL
| Quarter | ZM | GOOGL |
|---|---|---|
| Q3 2020 | 30 holders, $13.1bn | 52 holders, $65.2bn |
| Q4 2020 | 35 holders, $9.9bn | 57 holders, $83.4bn |
| Q1 2021 | 24 holders, $12.2bn | 56 holders, $96.9bn |
| Q2 2021 | 26 holders, $19.2bn | 59 holders, $113bn |
| Q3 2021 | 25 holders, $15.0bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $10.5bn | 56 holders, $130bn |
| Q1 2022 | 21 holders, $6.0bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $2.7bn | 53 holders, $76.8bn |
| Q4 2022 | 10 holders, $2.4bn | 55 holders, $122bn |
| Q1 2023 | 16 holders, $3.2bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $2.1bn | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $2.1bn | 59 holders, $103bn |
| Q4 2023 | 19 holders, $2.8bn | 57 holders, $105bn |
| Q1 2024 | 15 holders, $2.3bn | 58 holders, $112bn |
| Q2 2024 | 10 holders, $1.8bn | 56 holders, $132bn |
| Q3 2024 | 13 holders, $2.2bn | 58 holders, $119bn |
| Q4 2024 | 13 holders, $2.7bn | 58 holders, $141bn |
| Q1 2025 | 12 holders, $2.0bn | 61 holders, $106bn |
| Q2 2025 | 11 holders, $2.3bn | 57 holders, $117bn |
| Q3 2025 | 15 holders, $2.9bn | 61 holders, $174bn |
| Q4 2025 | 14 holders, $3.2bn | 62 holders, $236bn |
| Q1 2026 | 11 holders, $2.5bn | 65 holders, $233bn |
| Q2 2026 | 16 holders, $2.6bn | 64 holders, $309bn |
Zoom Communications Inc
- Holders
- 16
- Reported value
- $2.6bn
- Buyers
- 21
- Sellers
- 14
Breadth +7 among 91 comparable managers.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Winton Group Ltd, Woodline Partners LP
Only ZM (1)
Only GOOGL (49)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, 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, and 24 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.