Inscription Capital LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,904 shares of the information services provider’s stock after buying an additional 4,378 shares during the quarter. Alphabet accounts for 1.0% of Inscription Capital LLC’s investment portfolio, making the stock its 20th largest holding. Inscription Capital LLC’s holdings in Alphabet were worth $8,971,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also bought and sold shares of the company. Matisse Capital lifted its position in shares of Alphabet by 0.3% during the 3rd quarter. Matisse Capital now owns 14,814 shares of the information services provider’s stock worth $3,601,000 after buying an additional 38 shares in the last quarter. Breakwater Investment Management lifted its holdings in Alphabet by 1.0% during the third quarter. Breakwater Investment Management now owns 4,228 shares of the information services provider’s stock worth $1,028,000 after acquiring an additional 41 shares during the period. Wealth Alliance Advisory Group LLC lifted its holdings in Alphabet by 1.0% during the third quarter. Wealth Alliance Advisory Group LLC now owns 4,045 shares of the information services provider’s stock worth $983,000 after acquiring an additional 41 shares during the period. Clearview Wealth Advisors LLC boosted its position in Alphabet by 3.3% in the third quarter. Clearview Wealth Advisors LLC now owns 1,281 shares of the information services provider’s stock worth $312,000 after purchasing an additional 41 shares during the last quarter. Finally, Fonville Wealth Management LLC grew its stake in Alphabet by 0.7% in the 3rd quarter. Fonville Wealth Management LLC now owns 6,078 shares of the information services provider’s stock valued at $1,478,000 after purchasing an additional 41 shares during the period. 40.03% of the stock is currently owned by institutional investors.
More Alphabet News
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Waymo raised $16 billion in a financing that values the Alphabet self‑driving unit at about $126 billion — a material de‑risk / value‑creation event for Alphabet that could crystallize value in a high‑growth AI/robotics segment. Waymo fundraising
- Positive Sentiment: Google Cloud signed a five‑year strategic deal with Liberty Global to deploy Gemini models and cloud tools across its European operations — a tangible commercial win for Google Cloud and proof of enterprise demand for Gemini that supports revenue growth for one of Alphabet’s fastest‑growing segments. Cloud partnership
- Positive Sentiment: Google is embedding more Gemini AI features into Chrome, broadening end‑user reach for Gemini and increasing monetization opportunities across search, ads and consumer products. This deepens the AI moat and supports assumptions of higher ad/engagement monetization. Gemini in Chrome
- Positive Sentiment: High‑profile bullish commentary (Jim Cramer) suggests Alphabet may be capturing more AI‑driven revenue than peers like Meta — a market‑narrative tailwind that can attract momentum flows into the stock. Cramer on AI revenue
- Positive Sentiment: Jefferies raised its price target to $400 and kept a Buy rating — a bullish analyst move that can support further upside and fund flows into GOOGL. Jefferies PT raise
- Neutral Sentiment: Alphabet reports Q4 after the close; traders expect a sizable move — this event creates short‑term volatility risk but could validate the AI/revenue narrative if results beat. Earnings move expectation
- Neutral Sentiment: Sanford Bernstein raised its price target to $335 but maintained a “market perform” rating — mixed signal (higher PT but conservative stance), so watch guidance and margins for conviction. Bernstein note
- Neutral Sentiment: Analyst and media pieces highlight strong AI/search/cloud momentum but caution on rising costs and competition — useful framing for investors ahead of earnings. Zacks analysis
- Negative Sentiment: Alphabet agreed to pay $135 million to resolve an Android data‑transfer lawsuit — a modest but tangible legal cost and reminder of regulatory/legal exposure. Android settlement
- Negative Sentiment: Insider selling of roughly $35M was reported — while not uncommon at large caps, insiders selling can weigh on sentiment if it accelerates. Insider sale
Alphabet Stock Up 1.7%
Insider Buying and Selling
In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the sale, the chief accounting officer owned 8,962 shares in the company, valued at approximately $2,798,832.60. The trade was a 23.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,066,753 shares of company stock valued at $103,358,040 over the last three months. Insiders own 11.55% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of research firms have recently commented on GOOGL. BMO Capital Markets lifted their target price on Alphabet from $340.00 to $343.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 16th. New Street Research lifted their price objective on shares of Alphabet from $275.00 to $295.00 in a research report on Friday, October 24th. Citizens Jmp increased their target price on shares of Alphabet from $340.00 to $385.00 and gave the company a “market outperform” rating in a research report on Wednesday, December 31st. KeyCorp restated an “overweight” rating and set a $360.00 price target (up previously from $330.00) on shares of Alphabet in a research note on Monday, January 26th. Finally, CICC Research upped their price objective on Alphabet from $240.00 to $303.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $335.90.
Get Our Latest Report on Alphabet
About Alphabet
Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.
Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.
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