Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 4
112
customers naming GOOGL as a supplier in their own filings
sec filingsfrom their filings135
disclosed supplier and customer ties in SEC filings
sec filingsedgar+7.52%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '2623.50%
of State Street Communication Services Select Sector SPDR ETF's assets, the largest fund weight on file
n-portJun 30 '26the bear case· 2
5 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '265 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 28 '26 report. Not a forecast, not advice.
Of the 6 companies Alphabet Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7370, Services-Computer Programming, Data Processing, Etc., from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›5,814 managers report a position worth $1.7T between them, and 103 of them hold 80% of it.
each tick is a filing
Alphabet Inc. provides various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment offers products and services, including ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play store; and Fitbit wearable devices, Google Nest home products, Pixel phones, and other devices, as well as in the provision of YouTube non-advertising services. The Google Cloud segment offers infrastructure, platform, and other services; Google Workspace that include cloud-based collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells health technology and internet services. The company was founded in 1998 and is headquartered in Mountain View, California.
Alphabet Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Programming, Data Processing, Etc.
High 346.56 at 8:15 am ET, low 341.38 at 3:15 pm ET.
GOOGL (Alphabet Inc.) has 23 disclosed suppliers and 112 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.