Alphabet Inc. $GOOG Shares Sold by Mayar Capital Ltd.

30 Apr 2026, 16:33 by Scott Moore · The Cerbat Gem

Mayar Capital Ltd. trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 97.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 930 shares of the information services provider’s stock after selling 32,200 shares during the quarter. Alphabet comprises 0.4% of Mayar Capital Ltd.’s holdings, making the stock its 13th biggest position. Mayar Capital Ltd.’s holdings in Alphabet were worth $292,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its holdings in shares of Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock valued at $24,240,469,000 after buying an additional 7,904,434 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of Alphabet by 5.8% in the third quarter. Alliancebernstein L.P. now owns 40,032,291 shares of the information services provider’s stock worth $9,749,864,000 after purchasing an additional 2,209,203 shares in the last quarter. Legal & General Group Plc boosted its stake in shares of Alphabet by 0.7% during the 3rd quarter. Legal & General Group Plc now owns 32,583,332 shares of the information services provider’s stock valued at $7,935,671,000 after buying an additional 223,743 shares during the period. Capital World Investors raised its stake in shares of Alphabet by 1.9% during the 3rd quarter. Capital World Investors now owns 28,625,464 shares of the information services provider’s stock worth $6,971,769,000 after purchasing an additional 539,679 shares in the last quarter. Finally, Invesco Ltd. grew its position in Alphabet by 3.6% in the third quarter. Invesco Ltd. now owns 21,531,348 shares of the information services provider’s stock worth $5,243,960,000 after acquiring an additional 756,602 shares in the last quarter. 27.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider John Kent Walker sold 8,993 shares of Alphabet stock in a transaction on Friday, March 27th. The shares were sold at an average price of $275.89, for a total transaction of $2,481,078.77. Following the transaction, the insider directly owned 51,808 shares of the company’s stock, valued at $14,293,309.12. This trade represents a 14.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Amie Thuener O’toole sold 617 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $289.63, for a total value of $178,701.71. Following the completion of the transaction, the chief accounting officer directly owned 10,093 shares of the company’s stock, valued at approximately $2,923,235.59. The trade was a 5.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 2,037,192 shares of company stock valued at $94,182,217. 12.99% of the stock is owned by company insiders.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Q1 beat — EPS and revenue topped estimates; Google Cloud re‑accelerated to ~$20B (≈63% YoY), validating AI monetization and enterprise demand. This is the primary catalyst for the positive market reaction after the print. Q1 Earnings Beat
Positive Sentiment: Ad and subscriptions strength — Search/ads and YouTube showed growth (YouTube ad revenue +11%), and paid subs added ~25M, supporting recurring revenue and ad monetization of AI features. Subscriptions Growth
Positive Sentiment: Analyst support and flows — Several firms raised price targets or reiterated Buy ratings (BMO, KeyBanc, William Blair coverage cited), and visible purchases from investors/ARK ahead of earnings signaled conviction. Analyst upgrades reinforce upside expectations. Analyst Upgrades
Neutral Sentiment: AI commercialization roadmap — Management emphasized AI Mode / Gemini monetization (including potential ads in Gemini) and partnerships (e.g., Stripe integrations), which are long‑term positives but need execution to translate into durable margin expansion. Gemini Ads & AI Mode
Neutral Sentiment: Cloud demand vs capacity questions — Cloud revenue growth surprised to the upside but management noted capacity constraints and allocation choices; these can boost near‑term revenue but also raise capex/capacity tradeoffs to monitor. Cloud Capacity Constraints
Negative Sentiment: Reputation & governance risks — Alphabet’s classified AI deal with the Pentagon provoked employee pushback and investor requests for clearer safeguards on cloud/AI use; reputational and governance risks could attract regulatory or workforce friction. Pentagon AI Deal / Governance
Negative Sentiment: Regulatory and tax risks — New proposals overseas (e.g., Australia’s levy on local news revenues) and EU focus on cloud/AI regulation increase the policy risk premium on hyperscaler revenues. Monitor regional guidance and potential competitive impacts. Regulatory Risk
Negative Sentiment: Investor positioning and fund flows — Some funds disclosed large reductions and certain trusts trimmed exposure ahead of earnings; short‑term volatility may persist as options traders had priced in a sizable post‑earnings swing. Fund Activity

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on GOOG shares. Pivotal Research reissued a “buy” rating on shares of Alphabet in a research note on Wednesday. Canaccord Genuity Group boosted their price target on Alphabet from $330.00 to $390.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Phillip Securities cut shares of Alphabet from a “strong-buy” rating to a “moderate buy” rating in a research note on Wednesday, April 15th. Royal Bank Of Canada restated an “outperform” rating and set a $375.00 target price on shares of Alphabet in a research report on Thursday, January 15th. Finally, Cantor Fitzgerald reissued a “neutral” rating on shares of Alphabet in a report on Tuesday, January 20th. Seven analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Alphabet has a consensus rating of “Buy” and an average price target of $351.73.

View Our Latest Stock Report on GOOG

Alphabet Stock Down 0.1%

Shares of NASDAQ:GOOG opened at $347.31 on Thursday. The company has a 50 day moving average of $310.87 and a 200-day moving average of $307.25. The stock has a market cap of $4.20 trillion, a price-to-earnings ratio of 32.13, a P/E/G ratio of 2.16 and a beta of 1.13. Alphabet Inc. has a one year low of $149.49 and a one year high of $353.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.

Alphabet (NASDAQ:GOOG – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The information services provider reported $5.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.63 by $2.48. The company had revenue of $109.90 billion for the quarter, compared to the consensus estimate of $106.60 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The firm’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.81 EPS. On average, sell-side analysts forecast that Alphabet Inc. will post 11.53 earnings per share for the current year.

About Alphabet

(Free Report)

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.