Ruane, Cunniff & Goldfarb L.P.: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, Ruane, Cunniff & Goldfarb L.P. reported 2,117,644 shares of ALPHABET CL A (GOOGL), worth $608.9M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: 57,177 (-2.6%) . The position first appeared in Q1 2018 and has been disclosed across 33 13F-HR filings in Pactolio's tracked window.
- 2,117,644Shares Held (Latest Filing)
- $608.9MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- 57,177Quarter-over-Quarter Share Change
- -$71.8MQuarter-over-Quarter Value Change
- 3,668,670Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 33 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,117,644 | 57,177 | -2.6% | $608.9M | 10.1% | $287.6 |
| Q4 2025 | 2,174,821 | 181,898 | -7.7% | $680.7M | 10.6% | $313.0 |
| Q3 2025 | 2,356,719 | 9,600 | -0.4% | $572.9M | 9.5% | $243.1 |
| Q2 2025 | 2,366,319 | 6,525 | -0.3% | $417.0M | 7.1% | $176.2 |
| Q1 2025 | 2,372,844 | 18,957 | -0.8% | $366.9M | 6.7% | $154.6 |
| Q4 2024 | 2,391,801 | 275,242 | -10.3% | $452.8M | 7.7% | $189.3 |
| Q3 2024 | 2,667,043 | 108,797 | -3.9% | $442.3M | 6.9% | $165.8 |
| Q2 2024 | 2,775,840 | 129,017 | -4.4% | $505.6M | 7.9% | $182.2 |
| Q1 2024 | 2,904,857 | 71,256 | -2.4% | $438.4M | 6.8% | $150.9 |
| Q4 2023 | 2,976,113 | 67,551 | -2.2% | $415.7M | 6.6% | $139.7 |
| Q3 2023 | 3,043,664 | 219,168 | -6.7% | $398.3M | 6.6% | $130.9 |
| Q2 2023 | 3,262,832 | 286,821 | -8.1% | $390.6M | 6.2% | $119.7 |
| Q1 2023 | 3,549,653 | 32,105 | -0.9% | $368.2M | 6.0% | $103.7 |
| Q4 2022 | 3,581,758 | 86,912 | -2.4% | $316.0M | 4.9% | $88.2 |
| Q3 2022 | 3,668,670 | +3,486,858 | +1917.8% | $350.9M | 5.2% | $95.6 |
| Q2 2022 | 181,812 | 27,365 | -13.1% | $396.2M | 5.2% | $2179.3 |
| Q1 2022 | 209,177 | 862 | -0.4% | $581.8M | 5.7% | $2781.3 |
| Q4 2021 | 210,039 | +3,953 | +1.9% | $608.5M | 5.2% | $2897.0 |
| Q3 2021 | 206,086 | 2,203 | -1.1% | $551.0M | 5.0% | $2673.5 |
| Q2 2021 | 208,289 | 3,229 | -1.5% | $508.6M | 4.5% | $2441.8 |
| Q1 2021 | 211,518 | 4,060 | -1.9% | $436.3M | 4.1% | $2062.5 |
| Q4 2020 | 215,578 | 222 | -0.1% | $377.8M | 4.0% | $1752.6 |
| Q3 2020 | 215,800 | 32,383 | -13.0% | $316.3M | 3.8% | $1465.6 |
| Q2 2020 | 248,183 | 24,077 | -8.8% | $351.9M | 4.7% | $1418.1 |
| Q1 2020 | 272,260 | 3,783 | -1.4% | $316.4M | 5.1% | $1162.0 |
| Q4 2019 | 276,043 | 2,245 | -0.8% | $369.7M | 4.6% | $1339.4 |
| Q3 2019 | 278,288 | 541,859 | -66.1% | $339.8M | 4.5% | $1221.1 |
| Q2 2019 | 820,147 | 159 | -0.0% | $888.1M | 8.7% | $1082.8 |
| Q1 2019 | 820,306 | 3,456 | -0.4% | $965.4M | 9.9% | $1176.9 |
| Q4 2018 | 823,762 | 1,808 | -0.2% | $860.8M | 9.5% | $1045.0 |
| Q3 2018 | 825,570 | 4,915 | -0.6% | $996.5M | 9.2% | $1207.1 |
| Q2 2018 | 830,485 | 66,001 | -7.4% | $937.8M | 8.4% | $1129.2 |
| Q1 2018 | 896,486 | — | — | $901.1M | 8.3% | $1005.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Ruane, Cunniff & Goldfarb L.P. first disclose a GOOGL position in 13F-HR filings?
Ruane, Cunniff & Goldfarb L.P. first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 33 reported quarters within Pactolio's tracked window.
What was Ruane, Cunniff & Goldfarb L.P.'s most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, Ruane, Cunniff & Goldfarb L.P. reduced its GOOGL position by 57,177 shares (-2.6%), leaving 2,117,644 shares at a market value of $608.9M.
Does the implied price-per-share represent Ruane, Cunniff & Goldfarb L.P.'s cost basis in GOOGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.