Gf Fund Management 13F: Adds $7.1M to Alphabet (GOOGL) Stake

Gf Fund Management increased its stake in Alphabet Inc. (GOOGL) by 20,564 shares in a filing on October 26, 2026. This boost brings their total holdings to 451,041 shares, valued at about $4.25 billion. The information comes from Gf Fund Management's latest Form 13F filing with the SEC.

GOOGL Alphabet Inc.

$320.21 ▲ +1.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Gf Fund Management's Alphabet Position

Gf Fund Management added 20,564 shares, representing a 4.8% increase in its position. The firm now holds 451,041 shares, with this change worth approximately $7.07 million. This move reflects a growing confidence in Alphabet amid current market conditions.

Where Alphabet Fits in Gf Fund Management's Portfolio

Alphabet represents 3.65% of Gf Fund Management's total reported value of $4.25 billion, ranking 10th among its holdings.

Other Institutional Activity in Alphabet

Several other funds also adjusted their positions in Alphabet recently. UniSuper Management trimmed its stake by 77,696 shares, leaving it with 2,043,250 shares valued at about $703 million. Bernardo Wealth Planning increased its holdings by 5,013 shares, totaling 8,692 shares worth approximately $2.99 million. Badgley Phelps Wealth Managers reduced its stake by 3,573 shares, bringing its total to 307,656 shares valued at around $105.9 million.

Alphabet Inc. Stock Down 1.0%

As of October 23, 2026, Alphabet's stock closed at $320.21 but recently traded around $316.89, which is about 1% below its last closing price. The stock is currently about 22.4% lower than its 52-week high of $408.61.

Recent Earnings

Alphabet reported trailing twelve-month revenue of approximately $445.9 billion and a net margin of 54.8%. The next earnings report is expected on October 28, 2026.

Dividend

Alphabet pays an annual dividend of $0.88 per share, yielding about 0.27%. The dividend payout ratio is 4.3%.

Insider Buying and Selling at Alphabet Inc.

Several insiders sold shares earlier this year. Kavitark Ram Shriram, a director, sold 33,566 shares at an average price of $185.76 on July 18, 2025, totaling about $6.24 million. He also sold 26,000 shares at $205.00 on August 15, 2025, worth around $5.33 million. John L. Hennessy, another director, sold 600 shares on January 13, 2026, and another 600 shares on February 13, 2026, with total values of approximately $202,514 and $184,037, respectively.

Analysts Set New Price Targets

Analysts maintain a positive outlook on Alphabet. On October 14, 2026, UBS maintained a "Neutral" rating with a target of $380.00. JP Morgan also maintained an "Overweight" rating with a target of $425.00 on October 15, 2026. The consensus rating for Alphabet is a "Strong Buy" with a mean price target of $429.12, based on 54 analyst opinions.

About Alphabet Inc.

Alphabet Inc. is a leading technology company that operates through various segments, including Google Services and Google Cloud. It offers a wide range of products and platforms, including search, advertising, and cloud services, making it a significant player in the communication services sector.

Bottom Line

Investors should keep an eye on Alphabet's upcoming earnings report on October 28, 2026, as well as any further changes in institutional holdings. Gf Fund Management's recent increase in its stake highlights its confidence in Alphabet's future performance, especially in light of the stock's current trading position.