Internet, programming and data services
Definition
SIC 7370 and 7374, computer programming, data processing and data preparation.
A standard grouping: SIC 7370, 7374.
Q2 2026 against Q1 2026
- Reported value
- $697bn
- +$184bn on the quarter before
- Managers listing any
- 86
- +0 on the quarter before
- Stocks listed
- 97
- +3 on the quarter before
- Buyers
- 1,301
- manager-stock pairs opening or adding
- Sellers
- 1,070
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +65 · +100 · +124 · +84 · +120 · +10 · +59 · +231
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (97 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc | 66 | $309bn | 33 | 34 | |
| METAMeta Platforms Inc | 63 | $188bn | 32 | 37 | |
| SPCXSpace Exploration Techn Corp | 51 | $106bn | 51 | 0 | |
| APPApplovin Corp | 38 | $29.5bn | 19 | 24 | |
| ADPAutomatic Data Processing In | 32 | $11.5bn | 17 | 21 | |
| RDDTReddit Inc | 39 | $6.4bn | 22 | 17 | |
| NBISNebius Group N.v. | 32 | $5.9bn | 22 | 14 | |
| VRSKVerisk Analytics Inc | 37 | $3.9bn | 20 | 17 | |
| WDAYWorkday Inc | 33 | $3.1bn | 23 | 15 | |
| ZMZoom Communications Inc | 33 | $3.0bn | 21 | 14 | |
| TOSTToast Inc | 30 | $2.8bn | 20 | 12 | |
| DOCNDigitalocean HLDGS Inc | 32 | $2.6bn | 18 | 19 | |
| FLUTFlutter Entmt PLC | 28 | $2.5bn | 16 | 16 | |
| PINSPinterest Inc | 34 | $2.1bn | 22 | 17 | |
| TEMTempus Ai Inc | 25 | $1.5bn | 16 | 13 | |
| TTDThe Trade Desk Inc | 28 | $1.4bn | 16 | 14 | |
| MTCHMatch Group Inc New | 27 | $1.3bn | 14 | 15 | |
| FDSFactset Resh Sys Inc | 30 | $1.3bn | 16 | 16 | |
| APLDApplied Digital Corp | 32 | $1.1bn | 24 | 11 | |
| BIDUBaidu Inc | 22 | $1.1bn | 15 | 10 | |
| HNGEHinge Health Inc | 27 | $1.0bn | 15 | 13 | |
| SNAPSnap Inc | 25 | $960m | 17 | 11 | |
| BZKanzhun Limited | 20 | $772m | 7 | 22 | |
| FAFirst Advantage Corp New | 10 | $724m | 7 | 11 | |
| RNGRingcentral Inc | 24 | $718m | 14 | 10 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)6 of 15 · $206bn
- Invesco Ltd7 of 15 · $66.5bn
- T. Rowe Price Associates Inc6 of 15 · $58.4bn
- Capital World Investors6 of 15 · $55.7bn
- Capital Research Global Investors6 of 15 · $49.7bn
- Berkshire Hathaway Inc1 of 15 · $28.2bn
- Wellington Management Group LLP7 of 15 · $23.9bn
- D1 Capital Partners LP5 of 15 · $22.9bn
- Baillie Gifford & Co8 of 15 · $16.8bn
- MFS Investment Management7 of 15 · $14.9bn
- AllianceBernstein LP9 of 15 · $14.1bn
- Dodge & Cox3 of 15 · $7.5bn
- Janus Henderson Group Ltd7 of 15 · $7.5bn
- Coatue Management LLC6 of 15 · $7.4bn
- Arrowstreet Capital LP7 of 15 · $6.4bn
- Neuberger Berman Group LLC8 of 15 · $6.1bn
- D. E. Shaw & Co.5 of 15 · $6.0bn
- AQR Capital Management LLC5 of 15 · $4.4bn
- First Eagle Investment Management LLC4 of 15 · $4.2bn
- Tiger Global Management LLC4 of 15 · $4.2bn