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GLOB · 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.

GLOBMETA
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.
  • GLOB
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterGLOBMETA
Q3 20206 holders, $349m65 holders, $131bn
Q4 20208 holders, $446m68 holders, $137bn
Q1 20218 holders, $265m71 holders, $147bn
Q2 20217 holders, $530m64 holders, $173bn
Q3 20218 holders, $798m64 holders, $164bn
Q4 202112 holders, $1.3bn57 holders, $150bn
Q1 202211 holders, $1.0bn53 holders, $93.4bn
Q2 20229 holders, $568m58 holders, $65.9bn
Q3 20228 holders, $690m57 holders, $53.0bn
Q4 20227 holders, $674m58 holders, $56.5bn
Q1 20239 holders, $721m57 holders, $80.0bn
Q2 20239 holders, $1.3bn64 holders, $112bn
Q3 20237 holders, $1.6bn67 holders, $120bn
Q4 20237 holders, $1.2bn67 holders, $143bn
Q1 20248 holders, $1.1bn70 holders, $193bn
Q2 20249 holders, $1.1bn65 holders, $195bn
Q3 20248 holders, $1.4bn66 holders, $218bn
Q4 20246 holders, $1.2bn65 holders, $224bn
Q1 20257 holders, $551m67 holders, $214bn
Q2 20258 holders, $359m62 holders, $270bn
Q3 202510 holders, $259m67 holders, $256bn
Q4 20259 holders, $288m58 holders, $224bn
Q1 20264 holders, $93m64 holders, $201bn
Q2 20262 holders, $27m61 holders, $188bn
GLOB

Globant SA

Holders
8
Reported value
$1.1bn
Buyers
5
Sellers
2

Breadth +3 among 93 comparable managers.

Software and IT servicesInternet, programming and data services
META

Meta Platforms Inc

Holders
70
Reported value
$193bn
Buyers
26
Sellers
43

Breadth -17 among 93 comparable managers.

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

Who holds both, Q1 2024

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GLOB (1)

Polen Capital 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, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management 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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