- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 10 Feb 2025
- latest of these filings; the earliest 5 Nov 2024
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 7 listed it in both
- Shares listed
- 19,414,615
- combined, among listed positions
- Reported value
- $846m
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DOCS in Q3 2024
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Durable Capital Partners LP | 7,823,409 | $341m | 2.49% | Added | +1,605,342 | 14 Nov 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 5,359,235 | $234m | 0.17% | Trimmed | -537,291 | 5 Nov 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 2,464,887 | $107m | 0.05% | Trimmed | -13,662 | 14 Nov 2024 (the filing on sec.gov) |
| Capital World Investors | 1,714,707 | $75m | under 0.1% | Held | 0 | 13 Nov 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,683,502 | $73m | 0.11% | Added | +80,300 | 13 Nov 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 313,900 | $14m | under 0.1% | Trimmed | -372,476 | 14 Nov 2024 (the filing on sec.gov) |
| PDT Partners LLC | 54,975 | $2.4m | 0.21% | Trimmed | -76,988 | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPexisting position · 7,823,409 shares now+1,605,342
- Renaissance Technologies LLCexisting position · 1,683,502 shares now+80,300
Reductions
- Baillie Gifford & Coexisting position · 5,359,235 shares now-537,291
- Voloridge Investment Management LLCexisting position · 313,900 shares now-372,476
- PDT Partners LLCexisting position · 54,975 shares now-76,988
- Janus Henderson Group Ltdexisting position · 2,464,887 shares now-13,662
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Polen Capital Management LLCwas $3.0m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 12 | $594m | n.a. | n.a. |
| Q3 2021 | 8 | $906m | n.a. | n.a. |
| Q4 2021 | 11 | $1.2bn | n.a. | n.a. |
| Q1 2022 | 11 | $923m | n.a. | n.a. |
| Q2 2022 | 7 | $542m | n.a. | n.a. |
| Q3 2022 | 7 | $177m | n.a. | n.a. |
| Q4 2022 | 6 | $183m | n.a. | n.a. |
| Q1 2023 | 7 | $188m | n.a. | n.a. |
| Q2 2023 | 9 | $284m | n.a. | n.a. |
| Q3 2023 | 10 | $245m | n.a. | n.a. |
| Q4 2023 | 10 | $420m | 5 | 3 |
| Q1 2024 | 11 | $509m | 6 | 6 |
| Q2 2024 | 10 | $566m | 5 | 5 |
| Q3 2024 | 7 | $846m | 2 | 5 |
| Q4 2024 | 15 | $1.4bn | 9 | 4 |
| Q1 2025 | 17 | $1.7bn | 12 | 6 |
| Q2 2025 | 11 | $1.6bn | 7 | 6 |
| Q3 2025 | 12 | $1.9bn | 6 | 6 |
| Q4 2025 | 7 | $629m | 22 | 14 |
| Q1 2026 | 7 | $283m | 18 | 18 |
| Q2 2026 | 10 | $398m | 19 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DOCS and GOOGL →DOCS and MSFT →DOCS and META →Choose a stock to compare with DOCS →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DOCS, latest filings →Back to the 13F Explorer →