Holders over time
- VRSN
- META
| Quarter | VRSN | META |
|---|---|---|
| Q3 2020 | 24 holders, $6.0bn | 65 holders, $131bn |
| Q4 2020 | 18 holders, $6.0bn | 68 holders, $137bn |
| Q1 2021 | 17 holders, $5.1bn | 71 holders, $147bn |
| Q2 2021 | 14 holders, $5.7bn | 64 holders, $173bn |
| Q3 2021 | 13 holders, $5.0bn | 64 holders, $164bn |
| Q4 2021 | 13 holders, $5.8bn | 57 holders, $150bn |
| Q1 2022 | 18 holders, $5.1bn | 53 holders, $93.4bn |
| Q2 2022 | 16 holders, $3.8bn | 58 holders, $65.9bn |
| Q3 2022 | 13 holders, $3.6bn | 57 holders, $53.0bn |
| Q4 2022 | 17 holders, $4.5bn | 58 holders, $56.5bn |
| Q1 2023 | 19 holders, $5.0bn | 57 holders, $80.0bn |
| Q2 2023 | 18 holders, $5.2bn | 64 holders, $112bn |
| Q3 2023 | 21 holders, $4.7bn | 67 holders, $120bn |
| Q4 2023 | 16 holders, $4.7bn | 67 holders, $143bn |
| Q1 2024 | 21 holders, $4.2bn | 70 holders, $193bn |
| Q2 2024 | 17 holders, $4.1bn | 65 holders, $195bn |
| Q3 2024 | 18 holders, $4.6bn | 66 holders, $218bn |
| Q4 2024 | 17 holders, $4.9bn | 65 holders, $224bn |
| Q1 2025 | 18 holders, $6.2bn | 67 holders, $214bn |
| Q2 2025 | 10 holders, $6.8bn | 62 holders, $270bn |
| Q3 2025 | 16 holders, $6.2bn | 67 holders, $256bn |
| Q4 2025 | 18 holders, $5.2bn | 58 holders, $224bn |
| Q1 2026 | 16 holders, $5.0bn | 64 holders, $201bn |
| Q2 2026 | 17 holders, $5.3bn | 61 holders, $188bn |
Verisign Inc
- Holders
- 17
- Reported value
- $4.9bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 94 comparable managers.
Meta Platforms Inc
- Holders
- 65
- Reported value
- $224bn
- Buyers
- 32
- Sellers
- 32
Breadth 0 among 94 comparable managers.
Who holds both, Q4 2024
Both (13)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Verition Fund Management LLC
Only VRSN (4)
Berkshire Hathaway Inc, Freestone Grove Partners LP, Soroban Capital Partners LP, Voloridge Investment Management LLC
Only META (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 27 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.