Holders over time
- WDAY
- META
| Quarter | WDAY | META |
|---|---|---|
| Q3 2020 | 35 holders, $10.9bn | 65 holders, $131bn |
| Q4 2020 | 25 holders, $10.8bn | 68 holders, $137bn |
| Q1 2021 | 20 holders, $12.4bn | 71 holders, $147bn |
| Q2 2021 | 22 holders, $11.3bn | 64 holders, $173bn |
| Q3 2021 | 30 holders, $12.4bn | 64 holders, $164bn |
| Q4 2021 | 26 holders, $13.9bn | 57 holders, $150bn |
| Q1 2022 | 36 holders, $12.3bn | 53 holders, $93.4bn |
| Q2 2022 | 33 holders, $6.8bn | 58 holders, $65.9bn |
| Q3 2022 | 31 holders, $7.2bn | 57 holders, $53.0bn |
| Q4 2022 | 34 holders, $8.0bn | 58 holders, $56.5bn |
| Q1 2023 | 34 holders, $9.3bn | 57 holders, $80.0bn |
| Q2 2023 | 31 holders, $10.5bn | 64 holders, $112bn |
| Q3 2023 | 36 holders, $10.5bn | 67 holders, $120bn |
| Q4 2023 | 35 holders, $13.1bn | 67 holders, $143bn |
| Q1 2024 | 40 holders, $12.2bn | 70 holders, $193bn |
| Q2 2024 | 38 holders, $7.8bn | 65 holders, $195bn |
| Q3 2024 | 33 holders, $9.7bn | 66 holders, $218bn |
| Q4 2024 | 25 holders, $6.2bn | 65 holders, $224bn |
| Q1 2025 | 22 holders, $5.0bn | 67 holders, $214bn |
| Q2 2025 | 22 holders, $3.7bn | 62 holders, $270bn |
| Q3 2025 | 22 holders, $4.3bn | 67 holders, $256bn |
| Q4 2025 | 15 holders, $4.9bn | 58 holders, $224bn |
| Q1 2026 | 16 holders, $2.9bn | 64 holders, $201bn |
| Q2 2026 | 9 holders, $2.5bn | 61 holders, $188bn |
Workday Inc
- Holders
- 40
- Reported value
- $12.2bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 among 93 comparable managers.
Meta Platforms Inc
- Holders
- 70
- Reported value
- $193bn
- Buyers
- 26
- Sellers
- 43
Breadth -17 among 93 comparable managers.
Who holds both, Q1 2024
Both (38)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Whale Rock Capital Management LLC, Woodline Partners LP
Only WDAY (2)
Only META (32)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Invesco Ltd, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, and 7 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.