W
WAVEMAN · COMPANY
GOOGL · Alphabet Inc.
> Ask across nine datasets ⌘K
LIVE
TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
← ALL COMPANIES

GOOGL

Alphabet Inc.
SOFTWARE & IT · SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · CIK 0001652044
CONGRESS · 6FORM 144 · 9☆ WATCH
INSIDER NET · 180D
-$17.8M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
6
FUNDS ADDED · QTR
2,981
13F, latest reported quarter
REVENUE GROWTH
+15.1%
XBRL, annual
NET MARGIN
32.8%
CONVERSIONS · 180D
100
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$17.8M over 180 days
-$3.9M over 90 days
below 80% of Software & IT
CONGRESS
6 members bought in the last year
more than 97% of Software & IT
FUNDS
2,981 funds added or opened last quarter
the highest in Software & IT
REVENUE
+15.1% year over year
more than 64% of Software & IT
MARGIN
32.8% net margin
more than 93% of Software & IT
BUYBACKS
$45.7B repurchased, FY to 2025-12-31
the highest in Software & IT
SHORT
2.0 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$17.8M across 6 people in 180 days.
2,981 funds added or opened positions in the latest 13F quarter, of 6,292 holders.
6 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +60.6%
+60.6%12M
+0%+30%+61%+91%2025-092025-102025-122026-032026-052026-072026-09 2026-03-04 · Pichai Sundar sold $4.8M2026-02-18 · Pichai Sundar sold $4.4M2026-02-17 · WALKER JOHN KENT sold $4.4M2025-11-05 · Pichai Sundar sold $4.0M2025-12-30 · WALKER JOHN KENT sold $3.5M2026-02-17 · WALKER JOHN KENT sold $3.5M2026-02-18 · Pichai Sundar sold $3.4M2025-12-15 · Pichai Sundar sold $3.4M2025-12-03 · Pichai Sundar sold $3.3M2025-09-03 · Pichai Sundar sold $3.3M2026-03-18 · Pichai Sundar sold $3.1M2026-01-07 · Pichai Sundar sold $3.0M2025-10-01 · Pichai Sundar sold $2.9M2026-02-04 · Pichai Sundar sold $2.9M2026-01-07 · Pichai Sundar sold $2.9M2025-11-05 · Pichai Sundar sold $2.8M2025-09-17 · Pichai Sundar sold $2.8M2026-01-21 · Pichai Sundar sold $2.7M2025-10-15 · Pichai Sundar sold $2.7M2026-03-04 · Pichai Sundar sold $2.6M2026-03-18 · Pichai Sundar sold $2.5M2025-12-15 · Pichai Sundar sold $2.4M2025-11-19 · Pichai Sundar sold $2.4M2025-12-03 · Pichai Sundar sold $2.3M2026-02-04 · Pichai Sundar sold $2.3M2025-09-17 · Pichai Sundar sold $2.3M2025-10-15 · Pichai Sundar sold $2.1M2026-03-18 · Pichai Sundar sold $2.0M2026-01-07 · Pichai Sundar sold $2.0M2026-03-04 · Pichai Sundar sold $1.9M2025-12-30 · WALKER JOHN KENT sold $1.9M2026-03-18 · Pichai Sundar sold $1.9M2026-01-21 · Pichai Sundar sold $1.9M2025-09-03 · Pichai Sundar sold $1.8M2025-09-17 · Pichai Sundar sold $1.7M2025-12-15 · Pichai Sundar sold $1.7M2026-02-17 · WALKER JOHN KENT sold $1.6M2026-02-18 · Pichai Sundar sold $1.6M2026-02-17 · WALKER JOHN KENT sold $1.5M2026-01-21 · Pichai Sundar sold $1.5M2025-10-01 · Pichai Sundar sold $1.4M2025-09-03 · Pichai Sundar sold $1.4M2026-08-28 · ARNOLD FRANCES filed to sell $27.7K2026-07-30 · ARNOLD FRANCES filed to sell $27.3K2026-07-29 · MARSIDA SARACI filed to sell $149.3K2026-07-09 · The Lawrence Page Trust filed to sell $81.6M2026-07-09 · The Lawrence Page Trust III filed to sell $6.1M2026-07-09 · The Lawrence Page Trust II filed to sell $3.5M2026-06-30 · ARNOLD FRANCES filed to sell $39.3K2026-06-29 · JOHN KENT WALKER JR, TTEE OF THE ARETE TRUST, UAD 8/22/2001 filed to sell $3.0M2026-06-26 · MARSIDA SARACI filed to sell $153.6K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $17.8M sold by insiders over 180 days, 2,981 funds added last quarter, 6 Congress member(s) bought in 12 months, $94.6M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Alphabet Inc. insiders sold a net $17.8M of stock across 498 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
ARNOLD FRANCES
Director
SELL
2026-08-28
82.0
$27.7K
ARNOLD FRANCES
Director
SELL
2026-07-30
82.0
$27.3K
Saraci Marsida
VP, Chief Accounting Officer
SELL
2026-07-29
449.0
$149.6K
ARNOLD FRANCES
Director
SELL
2026-06-30
112.0
$39.3K
WALKER JOHN KENT
President, Global Affairs, CLO
SELL
2026-06-29
760.0
$262.3K
498 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 493 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
830,895,305.0 sh
$295.4B
VANGUARD CAPITAL MANAGEMENT LLC
689,888,524.0 sh
$245.3B
STATE STREET CORP
429,900,701.0 sh
$152.9B
FMR LLC
382,181,323.0 sh
$133.2B
GEODE CAPITAL MANAGEMENT, LLC
264,855,367.0 sh
$93.9B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ARNOLD FRANCES
FILED 2026-08-28
$27.7K
ARNOLD FRANCES
FILED 2026-07-30
$27.3K
MARSIDA SARACI
FILED 2026-07-29
$149.3K
The Lawrence Page Trust
FILED 2026-07-09
$81.6M
The Lawrence Page Trust III
FILED 2026-07-09
$6.1M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
MIDAS SPECIAL OPPORTUNITIES
$9.3M POSITION · AS OF 2026-03-31
40.4%
Global X PureCap MSCI Communication Services ETF
$25.2M POSITION · AS OF 2026-02-28
28.2%
JNL/Mellon Communication Services Sector Fund
$235.6M POSITION · AS OF 2026-03-31
27.0%
VIP Communication Services Portfolio
$89.7M POSITION · AS OF 2026-03-31
25.3%
Select Communication Services Portfolio
$689.1M POSITION · AS OF 2026-02-28
25.3%
Global X PureCap MSCI Communication Services ETF
$21.1M POSITION · AS OF 2026-02-28
23.7%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$10.9M
$213.9M
$32.9M
+261%
+38%
2024
$10.8M
$215.7M
$39.1M
+118%
+15%
2023
$8.8M
$235.1M
$34.6M
+61%
-13%
2022
$226.0M
$115.8M
$30.8M
+1%
-41%
2021
$6.3M
$267.3M
$21.7M
+65%
-2%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$402.8B$350.0B$307.4B$282.8B
OPERATING INCOME$129.0B$112.4B$84.3B$74.8B
NET INCOME$132.2B$100.1B$73.8B$60.0B
EPS (DILUTED)10.818.045.804.56
OPERATING CASH FLOW$164.7B$125.3B$101.7B$91.5B
CASH$30.7B$23.5B$24.0B$21.9B
LONG-TERM DEBT$46.5B$10.9B$11.9B$15.3B
BUYBACKS$45.7B$62.2B$61.5B$59.3B
DIVIDENDS PAID$10.0B$7.4B$0$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
DeskBacktester CompaniesAccount
SUPPORT
FAQMethodology Contact
LEGAL
TermsPrivacy Accessibility
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →