Mar Vista Investment Partners LLC Has $39.69 Million Holdings in Alphabet Inc. $GOOG

Posted by Brenda Bartman on Aug 26th, 2026

Mar Vista Investment Partners LLC lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 35.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 112,334 shares of the information services provider’s stock after selling 62,681 shares during the quarter. Alphabet accounts for about 4.0% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 9th largest position. Mar Vista Investment Partners LLC’s holdings in Alphabet were worth $39,691,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Imprint Wealth LLC acquired a new position in shares of Alphabet during the third quarter valued at about $31,000. Nvest Wealth Strategies Inc. acquired a new position in Alphabet in the 4th quarter valued at approximately $38,000. Lifetime Wealth Management P.C. bought a new stake in shares of Alphabet in the 4th quarter worth approximately $38,000. Bard Associates Inc. acquired a new position in shares of Alphabet in the fourth quarter valued at $41,000. Finally, Commonwealth Retirement Investments LLC acquired a new stake in Alphabet during the fourth quarter worth $45,000. 27.26% of the stock is owned by institutional investors.

Insider Buying and Selling at Alphabet

In other news, insider John Kent Walker sold 8,998 shares of Alphabet stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the completion of the sale, the insider owned 75,290 shares in the company, valued at $26,298,044.10. The trade was a 10.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 451,945 shares of company stock valued at $12,382,714. 12.99% of the stock is currently owned by company insiders.

Alphabet Stock Down 0.4%

Shares of NASDAQ GOOG opened at $343.34 on Wednesday. Alphabet Inc. has a 12-month low of $206.39 and a 12-month high of $404.47. The firm’s 50-day simple moving average is $349.34 and its 200 day simple moving average is $339.79. The company has a market cap of $4.20 trillion, a price-to-earnings ratio of 17.24, a price-to-earnings-growth ratio of 0.97 and a beta of 1.23. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOG – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. The business had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Alphabet’s revenue for the quarter was up 24.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.31 earnings per share. On average, research analysts expect that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio is presently 4.42%.

Analysts Set New Price Targets

GOOG has been the subject of a number of recent research reports. Raymond James Financial restated a “strong-buy” rating on shares of Alphabet in a research note on Thursday, July 23rd. DA Davidson lowered their price objective on Alphabet from $375.00 to $350.00 and set a “neutral” rating on the stock in a research note on Thursday, July 23rd. Stifel Nicolaus set a $420.00 target price on Alphabet in a report on Wednesday, May 20th. Freedom Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. Finally, Rosenblatt Securities began coverage on Alphabet in a research note on Thursday, August 20th. They set a “buy” rating for the company. Six analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $415.55.

Get Our Latest Report on Alphabet

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Enterprise AI expansion: Google launched Gemini Enterprise solutions for financial-services companies and law firms, including specialized agents, workflow tools, data connectors and third-party integrations. The products could support Google Cloud growth and deepen Alphabet’s competition with Microsoft, OpenAI and Anthropic in high-value enterprise markets. Google expands Gemini AI platform for law firms and lawyers
Positive Sentiment: Waymo moves into Europe: Alphabet’s autonomous-driving unit will begin testing vehicles in Munich and plans to launch commercial driverless rides in Germany in 2027. Germany would be Waymo’s first European market and its third international market, expanding a potential long-term growth business. Waymo to launch driverless rides in Germany in 2027
Positive Sentiment: AI infrastructure optimism: Reports that Google’s TPU shipments could nearly triple to 8.8 million by 2027 reinforce expectations that Alphabet can reduce reliance on Nvidia and potentially expand Google Cloud’s AI capacity and margins. Analysts and investment commentary also highlighted strong Cloud growth, improving profitability and continued Search and YouTube momentum. Google TPU volume could triple to 8.8 million by 2027
Neutral Sentiment: Mixed market signals: U.S. consumer-confidence and new-home-sales misses pressured the broader market, while reports of billionaire and institutional interest in Alphabet provided a counterweight. A reported increase in short interest was not meaningful because the filing showed zero shares in both periods.
Negative Sentiment: Investor investigation: Pomerantz LLP said it is investigating potential claims on behalf of Alphabet investors. The notice provided no substantive allegations, but securities-law investigations can add headline and litigation risk. Pomerantz investor alert
Negative Sentiment: Capital-allocation concerns: Commentary flagged potentially negative free cash flow as Alphabet spends heavily on AI infrastructure. Separately, Virginia Retirement Systems reportedly reduced its GOOGL position by about 33%, an isolated institutional-selling signal that may weigh on sentiment.

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.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.