Cache Advisors 13F: Adds $26M to Alphabet (GOOG) Stake

Cache Advisors has increased its stake in Alphabet Inc. (GOOG) by 76,187 shares, bringing its total holdings to 185,417 shares valued at about $63.2 million in a filing on October 16, 2026. This marks a 69.75% increase in their position since the last reported quarter.

Other Institutional Activity in Alphabet Inc.

Blackrock Inc. holds 369,922,502 shares of Alphabet, after adding 5,179,352 shares, valued at approximately $124.6 billion. Vanguard Capital Management LLC owns 306,936,860 shares, having increased its stake by 4,684,905 shares worth about $103.4 billion. State Street Corporation holds 190,923,442 shares, reflecting a gain of 5,200,249 shares valued at around $64.3 billion. JPMorgan Chase & Co. has 137,833,254 shares, boosted by 18,019,925 shares worth about $46.4 billion. FMR, LLC has increased its holdings to 121,958,993 shares, adding 13,396,599 shares valued at about $41.1 billion.

Alphabet Inc. Stock Down 2.0%

Alphabet Inc.'s stock recently traded at $336.72, which is about 1.6% below its 50-day moving average of $342.14 and 0.6% below its 200-day moving average of $338.86. It is currently about 16.8% below its 52-week high of $404.47 but remains 37.6% above its 52-week low of $244.67. The stock is also positioned 20% below the mean price target of $420.79 set by analysts.

Recent Earnings

For the twelve months ending recently, Alphabet reported revenue of about $445.9 billion and earnings per share (EPS) of $19.93. The company saw a revenue growth of 24.2% year-over-year and holds a net margin of 54.8%. Its return on equity stands at 48.7%. The next earnings report is due on October 28, 2026.

Insider Buying and Selling at Alphabet Inc.

Insider transactions reveal that Officer Marsida Saraci sold 449 shares on July 29, 2026, at an average price of $333.20, totaling approximately $149,607. Director Frances H. Ph.D. Arnold sold 82 shares on July 30, 2026, at an average price of $333.39, worth about $27,338. Another sale by Arnold involved 82 shares at $337.71 on August 28, 2026, totaling roughly $27,692. These transactions occurred under standard reporting practices.

Analysts Set New Price Targets

On October 15, 2026, JP Morgan maintained an Overweight rating on Alphabet with a revised price target of $425, up from $420. Earlier, on October 8, TD Cowen maintained a Buy rating and increased their target to $485. UBS also maintained a Neutral rating with a target of $380 on October 14, 2026. The consensus among analysts remains a strong buy with a mean price target of $420.79, based on 14 analyst opinions.

About Alphabet Inc.

Alphabet Inc. is the parent company of Google, offering various services like search, ads, and cloud computing. Its products include YouTube, Google Maps, and the Android operating system. The recent stake increase by Cache Advisors reflects ongoing institutional confidence in the tech sector.

Bottom Line

Investors should keep an eye on Alphabet's upcoming earnings announcement on October 28, 2026, and watch for further institutional filings that may indicate shifts in market sentiment. This filing reflects holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.