GOOGL
Alphabet Inc. · Communication Services · Internet Content & Information
$350.33
+0.77% today · +0.59% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Analyst target raises behind the outperformance
- GOOGL +0.77% on the last session vs SPY −0.29%: +1.1 pts of stock-specific move.
- Against the group: its cloud peers -3.7% (-3.4 pts vs SPY).
- 2 analyst actions in the past 10 days (1 positive, 0 negative); latest: Wells Fargo maintained Overweight, raised target $411 → $417.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
none
no open-market trades
Congress · 3 months
≈−$99.5K
3 buys · 4 sells · 4 members
Congress · 1 year
≈−$1.6M
18 buys · 24 sells · 14 members
Fund moves · 3 months
≈+$6.1B
3 buys · 4 sells · 7 investors
Held by funds · now
≈$34.7B
10 investors · largest: Berkshire Hathaway
Insiders
No insider buys or sales on record for GOOGL.
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 14, 2026 | Pete Sessions | House | Sell | $15K–$50K | Sep 18 |
| Aug 27, 2026 | Thomas H. Kean | House | Sell | $1K–$15K | Sep 12 |
| Aug 24, 2026 | Michael Rulli | House | Sell | $50K–$100K | Aug 25 |
| Aug 11, 2026 | David J. Taylor | House | Buy | $1K–$15K | Aug 20 |
| Aug 11, 2026 | David J. Taylor | House | Buy | $1K–$15K | Aug 20 |
| Jul 22, 2026 | Thomas H. Kean | House | Sell | $1K–$15K | Aug 18 |
| Jul 17, 2026 | David J. Taylor | House | Buy | $1K–$15K | Aug 6 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| Jun 29, 2026 | Michael Rulli | House | Buy | $1K–$15K | Aug 7 |
| Jun 25, 2026 | Michael Rulli | House | Buy | $1K–$15K | Aug 7 |
| Jun 24, 2026 | Thomas H. Kean | House | Sell | $15K–$50K | Jul 15 |
| Jun 16, 2026 | Matthew Robert Van Epps | House | Sell | $1K–$15K | Jun 17 |
| Jun 5, 2026 | David J. Taylor | House | Buy | $1K–$15K | Jun 12 |
| Jun 2, 2026 | Thomas H. Kean | House | Sell | $1K–$15K | Jul 15 |
| May 15, 2026 | David J. Taylor | House | Sell | $1K–$15K | May 28 |
| May 15, 2026 | David J. Taylor | House | Sell | $15K–$50K | May 28 |
| May 5, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Apr 8, 2026 | Elizabeth Fletcher | House | Sell | $1K–$15K | May 1 |
| Feb 26, 2026 | David J. Taylor | House | Buy | $1K–$15K | Mar 6 |
| Feb 5, 2026 | Thomas H. Kean | House | Sell | $15K–$50K | Mar 18 |
| Feb 3, 2026 | Cleo Fields | House | Buy | $100K–$250K | Feb 24 |
| Jan 16, 2026 | David J. Taylor | House | Sell | $1K–$15K | Feb 2 |
| Jan 16, 2026 | Nancy Pelosi | House | Buy | $500K–$1M | Jan 23 |
| Dec 30, 2025 | Nancy Pelosi | House | Sell | $1M–$5M | Jan 23 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $100K–$250K | Jan 16 |
| Dec 26, 2025 | Cleo Fields | House | Buy | $50K–$100K | Jan 16 |
| Dec 17, 2025 | Thomas H Tuberville | Senate | Sell | $1K–$15K | Jan 15 |
| Dec 17, 2025 | Thomas H Tuberville | Senate | Sell | $1K–$15K | Aug 5 |
| Dec 16, 2025 | Shelley M Capito | Senate | Sell | $1K–$15K | Jan 6 |
| Dec 15, 2025 | Cleo Fields | House | Buy | $15K–$50K | Dec 17 |
| Dec 11, 2025 | Dan Newhouse | House | Sell | $1K–$15K | Jan 15 |
| Dec 11, 2025 | Cleo Fields | House | Buy | $100K–$250K | Dec 17 |
| Dec 9, 2025 | Cleo Fields | House | Buy | $50K–$100K | Dec 17 |
| Dec 1, 2025 | Cleo Fields | House | Buy | $50K–$100K | Dec 17 |
| Nov 26, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Dec 15 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 3, 2025 | David J. Taylor | House | Sell | $1K–$15K | Nov 18 |
| Nov 3, 2025 | David J. Taylor | House | Sell | $1K–$15K | Nov 18 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 23, 2025 | Cleo Fields | House | Buy | $100K–$250K | Nov 12 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 10, 2025 | Cleo Fields | House | Buy | $15K–$50K | Oct 30 |
| Oct 10, 2025 | Dwight Evans | House | Sell | $15K–$50K | Oct 30 |
| Oct 7, 2025 | Thomas H Tuberville | Senate | Sell | $15K–$50K | Nov 15 |
| Oct 7, 2025 | Thomas H Tuberville | Senate | Sell | $15K–$50K | Aug 5 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $15K–$50K | Oct 10 |
| Sep 17, 2025 | John Boozman | Senate | Buy | $15K–$50K | Oct 10 |
| Sep 17, 2025 | John Boozman | Senate | Buy | $1K–$15K | May 11 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 78,791,167 | $28.2B | 9.4% | +45% | Q2 2026 |
| Tiger Global (Chase Coleman) | 5,805,687 | $2.1B | 8.7% | -45% | Q2 2026 |
| Coatue (Philippe Laffont) | 4,856,251 | $1.7B | 3.6% | +13% | Q2 2026 |
| Himalaya Capital (Li Lu) | 2,543,300 | $908.9M | 24.5% | — | Q2 2026 |
| Fundsmith (Terry Smith) | 1,773,354 | $633.7M | 4.6% | -40% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 1,322,176 | $472.5M | 1.9% | -34% | Q2 2026 |
| Third Point (Dan Loeb) | 1,025,000 | $366.3M | 7.9% | +486% | Q2 2026 |
| Soros Fund Management (George Soros) | 596,286 | $213.1M | 3.5% | +4% | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 336,300 | $120.2M | 2.8% | new | Q2 2026 |
| Pershing Square (Bill Ackman) | 32,376 | $9.3M | 0.07% | -95% | Q1 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q2 2026 | 1,182,844 | $422.7M | 4.6% | Aug 14 |
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q2 2026 | 2,395,865 | $689M | Aug 14 | |
| Aug 14, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q2 2026 | 4,825,715 | $1.7B | 8.7% | Aug 14 |
| Aug 14, 2026 | Third Point (Dan Loeb) | Added | 13F, Q2 2026 | 850,000 | $303.8M | 7.9% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 675,498 | $241.4M | 1.9% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 336,300 | $120.2M | 2.8% | Aug 14 |
| Aug 14, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q2 2026 | 24,541,369 | $8.8B | 9.4% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 2,528,010 | $727M | 4.3% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | New stake | 13F, Q1 2026 | 175,000 | $50.3M | 2.4% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 406,848 | $117M | 2.6% | May 15 |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q1 2026 | 385,000 | $120.5M | May 15 | |
| May 15, 2026 | Pershing Square (Bill Ackman) | Trimmed | 13F, Q1 2026 | 645,921 | $185.7M | 0.1% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q1 2026 | 36,403,656 | $10.5B | 5.9% | May 15 |
| Feb 17, 2026 | Fundsmith (Terry Smith) | Trimmed | 13F, Q4 2025 | 2,790,833 | $873.5M | 6.4% | Feb 17 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q4 2025 | 2,666,272 | $834.5M | 2.2% | Feb 17 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q4 2025 | 282,800 | $88.5M | 2.9% | Feb 17 |
| Feb 17, 2026 | Pershing Square (Bill Ackman) | Trimmed | 13F, Q4 2025 | 4,165,676 | $1.3B | 1.4% | Feb 17 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 1,063,070 | $332.7M | 1.8% | Feb 13 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | Added | 13F, Q3 2025 | 5,210,434 | $1.3B | 4.3% | Nov 14 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Added | 13F, Q3 2025 | 631,397 | $153.5M | 3.6% | Nov 14 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q3 2025 | 102,200 | $24.8M | 0.6% | Nov 14 |
| Nov 14, 2025 | Berkshire Hathaway (Warren Buffett) | New stake | 13F, Q3 2025 | 17,846,142 | $4.3B | 1.6% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 2,946,528 | $716.3M | 2.5% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves