Decision Timeline

GOOG, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 56
Buy / add: 22
Trim / exit: 34

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Aug 24, 2026
55d lag
ADD+97.6%
First Eagle Investment Management · 4.3% of reported portfolio
Original SEC filing ↗
-1.5% vs SPY
28 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-46.9%
Duan Yongping · 5.3% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+65.3%
Lee Ainslie · 4.6% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+658.4%
Warren Buffett · 3.2% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+118.4%
Bill Nygren · 0.9% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 10, 2026
41d lag
TRIM-20.3%
Vulcan Value Partners · 5.1% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
38 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
TRIM-26.5%
Polen Capital Management · 5.8% of reported portfolio
Original SEC filing ↗
-5.7% vs SPY
42 sessions after disclosure
direction supported so far
Q1 2026
filed May 19, 2026
49d lag
ADD+99.7%
Duan Yongping · 5.3% of reported portfolio
Original SEC filing ↗
-15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-94.9%
Bill Ackman · 12.5% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Pat Dorsey · 5.9% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-23.6%
Lee Ainslie · 3.8% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
NEWNEW
Warren Buffett · 0.4% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
TRIM-26.7%
Polen Capital Management · 5.4% of reported portfolio
Original SEC filing ↗
-17.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
ADD+220.7%
John Armitage · 11.0% of reported portfolio
Original SEC filing ↗
-17.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 11, 2026
41d lag
TRIM-27.4%
Vulcan Value Partners · 5.3% of reported portfolio
Original SEC filing ↗
-15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-49.5%
Pat Dorsey · 9.4% of reported portfolio
Original SEC filing ↗
+21.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+28.8%
David Tepper · 8.2% of reported portfolio
Original SEC filing ↗
+21.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+39.8%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+21.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-35.8%
Triple Frond Partners · 14.6% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-41.5%
Seth Klarman · 9.4% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
NEWNEW
Lee Ainslie · 3.8% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-41.5%
Sarah Ketterer · 2.0% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
TRIM-21.0%
Wallace Weitz · 5.8% of reported portfolio
Original SEC filing ↗
+19.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 11, 2026
42d lag
NEWNEW
John Armitage · 3.7% of reported portfolio
Original SEC filing ↗
+19.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
TRIM-48.3%
Robert Olstein · 0.7% of reported portfolio
Original SEC filing ↗
+9.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-35.1%
Pat Dorsey · 10.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-41.4%
Chris Hohn · 4.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+267.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 13, 2025
44d lag
TRIM-29.5%
Seth Klarman · 11.3% of reported portfolio
Original SEC filing ↗
+7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
ADD+89.5%
Kahn Brothers Group · 6.2% of reported portfolio
Original SEC filing ↗
+8.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
TRIM-29.3%
Polen Capital Management · 3.6% of reported portfolio
Original SEC filing ↗
+8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
EXITEXIT
John Armitage · 1.8% of reported portfolio
Original SEC filing ↗
+8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 10, 2025
41d lag
TRIM-37.1%
Vulcan Value Partners · 5.6% of reported portfolio
Original SEC filing ↗
+5.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
TRIM-47.3%
Robert Olstein · 0.9% of reported portfolio
Original SEC filing ↗
+27.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-25.4%
David Tepper · 5.6% of reported portfolio
Original SEC filing ↗
+33.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+75.2%
Duan Yongping · 3.0% of reported portfolio
Original SEC filing ↗
+33.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Kahn Brothers Group · 1.3% of reported portfolio
Original SEC filing ↗
+33.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
ADD+26.8%
Seth Klarman · 11.3% of reported portfolio
Original SEC filing ↗
+37.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 12, 2025
43d lag
TRIM-42.0%
John Armitage · 3.0% of reported portfolio
Original SEC filing ↗
+37.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Duan Yongping · 1.4% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-46.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 14, 2025
44d lag
ADD+45.7%
Seth Klarman · 9.3% of reported portfolio
Original SEC filing ↗
+13.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 12, 2025
42d lag
TRIM-32.9%
Polen Capital Management · 5.7% of reported portfolio
Original SEC filing ↗
+17.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+41.5%
Pat Dorsey · 12.5% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
EXITEXIT
Duan Yongping · 5.1% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-20.6%
Mairs & Power Funds · 4.3% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
TRIM-27.2%
Dodge & Cox Funds · 2.4% of reported portfolio
Original SEC filing ↗
-8.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Feb 10, 2025
133d lag
TRIM-23.1%
Polen Capital Management · 7.7% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
TRIM-54.7%
John Armitage · 5.5% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 29, 2025
29d lag
TRIM-20.4%
Yacktman Asset Management · 3.7% of reported portfolio
Original SEC filing ↗
-12.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 21, 2025
21d lag
TRIM-24.3%
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
-10.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+44.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+2.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
ADD+37.0%
Seth Klarman · 7.0% of reported portfolio
Original SEC filing ↗
+1.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-63.1%
Tweedy Browne · 1.2% of reported portfolio
Original SEC filing ↗
+1.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 31, 2024
31d lag
ADD+23.3%
Robert Olstein · 1.1% of reported portfolio
Original SEC filing ↗
+14.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 30, 2024
30d lag
TRIM-39.7%
Yacktman Asset Management · 6.1% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
63 sessions after disclosure
direction not supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.