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TTD · 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.

TTDMETA
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.
  • TTD
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterTTDMETA
Q3 202013 holders, $2.9bn65 holders, $131bn
Q4 202017 holders, $4.0bn68 holders, $137bn
Q1 202117 holders, $3.9bn71 holders, $147bn
Q2 202113 holders, $4.8bn64 holders, $173bn
Q3 20216 holders, $4.4bn64 holders, $164bn
Q4 202112 holders, $6.8bn57 holders, $150bn
Q1 202210 holders, $5.3bn53 holders, $93.4bn
Q2 202216 holders, $3.4bn58 holders, $65.9bn
Q3 202213 holders, $4.5bn57 holders, $53.0bn
Q4 202213 holders, $3.4bn58 holders, $56.5bn
Q1 20239 holders, $4.1bn57 holders, $80.0bn
Q2 202315 holders, $5.5bn64 holders, $112bn
Q3 202314 holders, $5.4bn67 holders, $120bn
Q4 202316 holders, $4.9bn67 holders, $143bn
Q1 202417 holders, $5.5bn70 holders, $193bn
Q2 202416 holders, $5.9bn65 holders, $195bn
Q3 202415 holders, $6.9bn66 holders, $218bn
Q4 202421 holders, $7.3bn65 holders, $224bn
Q1 202515 holders, $2.6bn67 holders, $214bn
Q2 202518 holders, $3.1bn62 holders, $270bn
Q3 202513 holders, $2.3bn67 holders, $256bn
Q4 202516 holders, $2.1bn58 holders, $224bn
Q1 202613 holders, $997m64 holders, $201bn
Q2 20268 holders, $761m61 holders, $188bn
TTD

The Trade Desk Inc

Holders
18
Reported value
$3.1bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

Software and IT servicesInternet, programming and data services
META

Meta Platforms Inc

Holders
62
Reported value
$270bn
Buyers
26
Sellers
39

Breadth -13 among 95 comparable managers.

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

Who holds both, Q2 2025

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TTD (3)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, PDT Partners LLC

Only META (47)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 22 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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