Stocklore

Alphabet Inc. Class A (GOOGL)

Internet · US stock

What changed in recent filings

  • Revenue +24% YoYQuarter ended Jun 30, 2026
  • Institutions — 4 new · 12 added · 7 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Alphabet Inc. Class A recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 22, 2026
    Revenue +24.2% YoY · EPS $9.11
    Released after the close: Jul 22 close → Jul 23 close, the stock moved -7.1% · over the same window, market -1.2% · sector -1.9%
  • 26Q1Released Apr 29, 2026
    Revenue +21.8% YoY · EPS $5.11
    Released after the close: Apr 29 close → Apr 30 close, the stock moved +10.0% · over the same window, market +1.0% · sector +0.0%
  • 25Q4Released Feb 4, 2026
    Revenue +18.0% YoY · EPS $2.82
    Released after the close: Feb 4 close → Feb 5 close, the stock moved -0.5% · over the same window, market -1.2% · sector -1.1%
  • 25Q3Released Oct 29, 2025
    Revenue +15.9% YoY · EPS $2.87
    Released after the close: Oct 29 close → Oct 30 close, the stock moved +2.5% · over the same window, market -1.1% · sector -1.3%

The next earnings release is estimated around Oct 28, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Alphabet Inc. Class A

How many of the institutions we track reported holding this stock, quarter by quarter.

max 28
2019 Q1 · 162019 Q2 · 152019 Q3 · 172019 Q4 · 172020 Q1 · 182020 Q2 · 182020 Q3 · 192020 Q4 · 212021 Q1 · 222021 Q2 · 222021 Q3 · 212021 Q4 · 212022 Q1 · 172022 Q2 · 182022 Q3 · 162022 Q4 · 192023 Q1 · 222023 Q2 · 222023 Q3 · 262023 Q4 · 232024 Q1 · 202024 Q2 · 212024 Q3 · 202024 Q4 · 232025 Q1 · 212025 Q2 · 222025 Q3 · 222025 Q4 · 242026 Q1 · 262026 Q2 · 28
19 Q122 Q326 Q2

2019 Q1: 16 → 2026 Q2: 28 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Alphabet Inc. Class A

Institutions we track that reported holding this stock in their most recent 13F.

  • Sands Capital Management6.49% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.91% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)3.02% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox1.99% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management3.14% of portfolio · held as of 2019 Q1 or earlier
  • Harris Associates (Oakmark)2.97% of portfolio · held as of 2019 Q1 or earlier
  • Caisse de depot (Quebec)2.68% of portfolio · held as of 2019 Q1 or earlier
  • Soros Fund Management2.62% of portfolio · since 2019 Q2
  • Capital World Investors3.32% of portfolio · held as of 2020 Q3 or earlier
  • Bridgewater Associates1.94% of portfolio · since 2020 Q4
  • Fundsmith4.64% of portfolio · since 2021 Q4
  • Tiger Global Management8.65% of portfolio · since 2022 Q2
  • Coatue Management3.57% of portfolio · since 2022 Q4
  • Temasek Holdings (Singapore)6.79% of portfolio · since 2023 Q3
  • Moore Capital Management0.41% of portfolio · since 2024 Q1
  • Generation Investment Management6.94% of portfolio · since 2024 Q4
  • Point72 Asset Management0.25% of portfolio · since 2025 Q1
  • Blackstone0.37% of portfolio · since 2025 Q2
  • Berkshire Hathaway9.41% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.17% of portfolio · since 2025 Q4
  • Pzena Investment Management0.18% of portfolio · since 2025 Q4
  • TCI Fund Management1.66% of portfolio · since 2026 Q1
  • Third Point LLC9.24% of portfolio · since 2026 Q1
  • Lone Pine Capital0.47% of portfolio · since 2026 Q1
  • Duquesne Family OfficeNew this quarter2.31% of portfolio · since 2026 Q2
  • ARK InvestNew this quarter0.33% of portfolio · since 2026 Q2
  • Paulson & CoNew this quarter0.07% of portfolio · since 2026 Q2
  • Apollo Global ManagementNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

An internet giant running Google Search, YouTube, and Google Cloud, with search advertising the core cash engine. A high search share and data/AI capability (DeepMind) are its moat. But a large share of revenue is sensitive to the ad cycle, and the worry that AI chatbots could erode existing search advertising, plus antitrust regulation, are risks.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Alphabet Inc. Class A is classified under the Internet sector. See peers below.

Alphabet Inc. Class A key financials

Based on SEC filings · as of Jun 30, 2026

31.8%
0.15x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Alphabet Inc. Class A vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
20.1%vs benchmark 17.8%↑ above
Operating margin
34.0%vs benchmark 5.6%↑ above
Net margin
54.8%vs benchmark 17.3%↑ above
ROE
31.8%vs benchmark 23.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

GOOGL revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $119.8B, +24.2% YoY.

The largest segment is Google Services, 79.0% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Google Services segment (about 51% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Alphabet Inc. Class A

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLCState Street(R) Communication Services Select Sector SPDR(R) ETF
13.08%
VUGVANGUARD GROWTH INDEX FUND
5.76%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
4.98%
DIA
4.03%
QQQMInvesco NASDAQ 100 ETF
3.51%
QQQInvesco QQQ Trust, Series 1
3.27%
SPY
3.25%
VOOVANGUARD 500 INDEX FUND
3.25%
IVViShares Core S&P 500 ETF
3.25%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
2.90%
ITOTiShares Core S&P Total U.S. Stock Market ETF
2.86%
ARKKARK Innovation ETF
2.13%
JEPIJPMorgan Equity Premium Income ETF
1.50%
RSPInvesco S&P 500 Equal Weight ETF
0.11%

GOOGL on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full GOOGL analysis →

Peers · Internet

GOOGL FAQ

What is Alphabet Inc. Class A (GOOGL)?

An internet giant running Google Search, YouTube, and Google Cloud, with search advertising the core cash engine. A high search share and data/AI capability (DeepMind) are its moat. But a large share of revenue is sensitive to the ad cycle, and the worry that AI chatbots could erode existing search advertising, plus antitrust regulation, are risks.

What sector is Alphabet Inc. Class A in?

Alphabet Inc. Class A is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Alphabet Inc. Class A's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 20.1%, Operating margin 34.0%, Net margin 54.8%, ROE 31.8%, Debt-to-equity 0.15x. Definitions and interpretation are available on Stocklore.

What are Alphabet Inc. Class A's main revenue segments?

The largest segment is Google Services, about 79.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Alphabet Inc. Class A (GOOGL) stock?

On Stocklore you can see GOOGL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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