L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 17 Jan 2024
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 22 listed it in both
Shares listed
122,730,216
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 93 comparable managers: 18 buyers (opened or added shares) and 12 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 PINS in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Elliott Investment Management LP28,000,000$1.0bn5.54%Held014 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc23,710,984$878m0.12%Trimmed-5,144,47716 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP10,871,000$403m0.94%Added+3,749,00014 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co9,305,759$345m0.27%Added+1,043,17326 Jan 2024 (the filing on sec.gov)
Capital World Investors8,887,130$329m0.06%Added+64,27013 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP7,092,179$263m0.60%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP5,989,476$222munder 0.1%Addedn.a.12 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP5,578,102$207m0.35%Trimmed-3,366,02714 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC4,510,980$167m0.66%Added+3,998,34314 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC3,871,053$143m0.56%Added+732,08013 Feb 2024 (the filing on sec.gov)
Millennium Management LLC2,777,394$103munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC2,515,388$93m0.14%Trimmed-450,97013 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC1,444,579$54m0.32%Added+872,01617 Jan 2024 (the filing on sec.gov)
Coatue Management LLC1,441,588$53m0.22%Trimmed-1,089,76414 Feb 2024 (the filing on sec.gov)
Man Group PLC1,348,437$50m0.14%Trimmed-484,98914 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,104,573$41m0.08%Added+145,17614 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC937,686$35m0.23%Trimmed-163,25914 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd870,316$32munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC503,439$19munder 0.1%Trimmed-200,09214 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP384,520$14m0.09%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP371,906$14m0.08%Trimmed-61,87714 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp361,663$13m0.11%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Woodline Partners LP254,300$9.4m0.10%Trimmed-1,555,13614 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP224,704$8.3m0.48%Added+170,42914 Feb 2024 (the filing on sec.gov)
Harris Associates LP102,803$3.8munder 0.1%Trimmed-6,409,35014 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

0102030402020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PINS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20198$681mn.a.n.a.
Q3 20198$776mn.a.n.a.
Q4 201916$1.1bnn.a.n.a.
Q1 202010$376mn.a.n.a.
Q2 202014$818mn.a.n.a.
Q3 202028$2.0bnn.a.n.a.
Q4 202037$3.7bnn.a.n.a.
Q1 202132$5.0bnn.a.n.a.
Q2 202123$6.3bnn.a.n.a.
Q3 202120$4.3bnn.a.n.a.
Q4 202115$2.2bnn.a.n.a.
Q1 202214$1.9bnn.a.n.a.
Q2 202215$1.5bnn.a.n.a.
Q3 202220$2.2bnn.a.n.a.
Q4 202217$2.9bnn.a.n.a.
Q1 202327$3.9bnn.a.n.a.
Q2 202324$3.4bnn.a.n.a.
Q3 202325$3.3bnn.a.n.a.
Q4 202330$4.5bn1812
Q1 202427$4.0bn1513
Q2 202427$6.1bn1513
Q3 202419$3.3bn1013
Q4 202420$3.3bn165
Q1 202524$3.5bn186
Q2 202528$3.8bn1513
Q3 202522$3.3bn138
Q4 202517$2.3bn1723
Q1 202612$860m1422
Q2 202615$1.7bn2217

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PINS and GOOGL →PINS and AMZN →PINS and GOOG →Choose a stock to compare with PINS →

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 PINS, latest filings →Back to the 13F Explorer →