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ZM · 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.

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.
  • ZM
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterZMMETA
Q3 202030 holders, $13.1bn65 holders, $131bn
Q4 202035 holders, $9.9bn68 holders, $137bn
Q1 202124 holders, $12.2bn71 holders, $147bn
Q2 202126 holders, $19.2bn64 holders, $173bn
Q3 202125 holders, $15.0bn64 holders, $164bn
Q4 202121 holders, $10.5bn57 holders, $150bn
Q1 202221 holders, $6.0bn53 holders, $93.4bn
Q2 202216 holders, $4.8bn58 holders, $65.9bn
Q3 202214 holders, $2.7bn57 holders, $53.0bn
Q4 202210 holders, $2.4bn58 holders, $56.5bn
Q1 202316 holders, $3.2bn57 holders, $80.0bn
Q2 202313 holders, $2.1bn64 holders, $112bn
Q3 202311 holders, $2.1bn67 holders, $120bn
Q4 202319 holders, $2.8bn67 holders, $143bn
Q1 202415 holders, $2.3bn70 holders, $193bn
Q2 202410 holders, $1.8bn65 holders, $195bn
Q3 202413 holders, $2.2bn66 holders, $218bn
Q4 202413 holders, $2.7bn65 holders, $224bn
Q1 202512 holders, $2.0bn67 holders, $214bn
Q2 202511 holders, $2.3bn62 holders, $270bn
Q3 202515 holders, $2.9bn67 holders, $256bn
Q4 202514 holders, $3.2bn58 holders, $224bn
Q1 202611 holders, $2.5bn64 holders, $201bn
Q2 202616 holders, $2.6bn61 holders, $188bn
ZM

Zoom Communications Inc

Holders
19
Reported value
$2.8bn
Buyers
15
Sellers
4

Breadth +11 among 93 comparable managers.

META

Meta Platforms Inc

Holders
67
Reported value
$143bn
Buyers
34
Sellers
33

Breadth +1 among 93 comparable managers.

Who holds both, Q4 2023

Among the 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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