Daniel Loeb’s Alphabet (Google) Class A GOOGL Stock Holding History

Daniel Loeb’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366M	Buy	1,025,000 +850,000	+486%	+$306M	7.83%	3
2026 Q1	$50.3M	Buy	+175,000	New	+$55M	2.42%	12
2024 Q3	–	Sell	-1,980,000	Closed	-$361M	–	47
2024 Q2	$361M	Sell	1,980,000 -1,020,000	-34%	-$172M	4.13%	9
2024 Q1	$453M	Buy	+3,000,000	New	+$429M	5.77%	7
2023 Q4	–	Sell	-900,000	Closed	-$118M	–	39
2023 Q3	$118M	Sell	900,000 -525,000	-37%	-$67.9M	1.79%	19
2023 Q2	$171M	Sell	1,425,000 -3,325,000	-70%	-$383M	2.5%	14
2023 Q1	$493M	Buy	+4,750,000	New	+$456M	8.06%	5
2022 Q1	–	Sell	-4,240,000	Closed	-$614M	–	87
2021 Q4	$614M	Hold	4,240,000	–	–	4.29%	6
2021 Q3	$567M	Buy	4,240,000 +240,000	+6%	+$32.7M	3.09%	8
2021 Q2	$488M	Sell	4,000,000 -200,000	-5%	-$23.4M	2.86%	11
2021 Q1	$433M	Sell	4,200,000 -1,000,000	-19%	-$98.7M	2.92%	10
2020 Q4	$456M	Buy	+5,200,000	New	+$437M	3.51%	8
2018 Q2	–	Sell	-11,500,000	Closed	-$596M	–	41
2018 Q1	$596M	Sell	11,500,000 -2,300,000	-17%	-$128M	4.48%	6
2017 Q4	$727M	Buy	13,800,000 +7,500,000	+119%	+$387M	5.25%	5
2017 Q3	$307M	Sell	6,300,000 -5,200,000	-45%	-$247M	2.58%	9
2017 Q2	$535M	Buy	11,500,000 +2,400,000	+26%	+$112M	4.74%	5
2017 Q1	$386M	Buy	9,100,000 +600,000	+7%	+$25.2M	3.76%	5
2016 Q4	$337M	Sell	8,500,000 -2,500,000	-23%	-$100M	3.31%	8
2016 Q3	$442M	Buy	11,000,000 +3,000,000	+38%	+$117M	3.84%	5
2016 Q2	$281M	Sell	8,000,000 -6,000,000	-43%	-$220M	2.68%	11
2016 Q1	$534M	Buy	+14,000,000	New	+$515M	4.92%	4

Other funds holding GOOGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daniel Loeb's GOOGL Position: Q2 2026 in Review

Daniel Loeb increased its Alphabet (Google) Class A (GOOGL) stake by 486% in Q2 2026, buying an estimated $306M and bringing the position to 1,025,000 shares worth $366M. The position accounts for 7.83% of the portfolio, ranked #3.

Daniel Loeb first reported a position in GOOGL in Q1 2016 and has held it in 21 quarters since. The position peaked at $727M in Q4 2017. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Daniel Loeb held 1,025,000 shares of Alphabet (Google) Class A worth $366M as of Q2 2026.
Daniel Loeb bought 850,000 Alphabet (Google) Class A shares in Q2 2026, an estimated $306M.
Alphabet (Google) Class A made up 7.83% of Daniel Loeb's portfolio in Q2 2026, its #3 holding.
Daniel Loeb first reported a position in Alphabet (Google) Class A in Q1 2016 and has held it in 21 quarters since.
Daniel Loeb's Alphabet (Google) Class A position peaked at $727M in Q4 2017.
5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Third Point's 13F filing for Q2 2026, filed 14 Aug 2026.