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BMBL · META in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BMBLMETA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BMBL
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterBMBLMETA
Q3 2020none listed holders, n.a.65 holders, $131bn
Q4 2020none listed holders, n.a.68 holders, $137bn
Q1 202113 holders, $1.0bn71 holders, $147bn
Q2 20219 holders, $795m64 holders, $173bn
Q3 202114 holders, $925m64 holders, $164bn
Q4 20219 holders, $397m57 holders, $150bn
Q1 20227 holders, $223m53 holders, $93.4bn
Q2 20226 holders, $345m58 holders, $65.9bn
Q3 202210 holders, $313m57 holders, $53.0bn
Q4 20226 holders, $270m58 holders, $56.5bn
Q1 20239 holders, $319m57 holders, $80.0bn
Q2 20238 holders, $258m64 holders, $112bn
Q3 20237 holders, $238m67 holders, $120bn
Q4 20236 holders, $99m67 holders, $143bn
Q1 20245 holders, $29m70 holders, $193bn
Q2 20243 holders, $31m65 holders, $195bn
Q3 2024none listed holders, n.a.66 holders, $218bn
Q4 20241 holders, $1.8m65 holders, $224bn
Q1 20251 holders, $3.2m67 holders, $214bn
Q2 20252 holders, $8.8m62 holders, $270bn
Q3 20253 holders, $9.6m67 holders, $256bn
Q4 20251 holders, $1.1m58 holders, $224bn
Q1 2026none listed holders, n.a.64 holders, $201bn
Q2 2026none listed holders, n.a.61 holders, $188bn
BMBL

Bumble Inc

Holders
6
Reported value
$99m
Buyers
4
Sellers
2

Breadth +2 among 93 comparable managers.

Software and IT servicesInternet, programming and data services
META

Meta Platforms Inc

Holders
67
Reported value
$143bn
Buyers
34
Sellers
33

Breadth +1 among 93 comparable managers.

Software and IT servicesConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q4 2023

Among the 69 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BMBL (2)

Polen Capital Management LLC, Voloridge Investment Management LLC

Only META (63)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), and 38 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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