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WDAY · 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.

WDAYMETA
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.
  • WDAY
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterWDAYMETA
Q3 202035 holders, $10.9bn65 holders, $131bn
Q4 202025 holders, $10.8bn68 holders, $137bn
Q1 202120 holders, $12.4bn71 holders, $147bn
Q2 202122 holders, $11.3bn64 holders, $173bn
Q3 202130 holders, $12.4bn64 holders, $164bn
Q4 202126 holders, $13.9bn57 holders, $150bn
Q1 202236 holders, $12.3bn53 holders, $93.4bn
Q2 202233 holders, $6.8bn58 holders, $65.9bn
Q3 202231 holders, $7.2bn57 holders, $53.0bn
Q4 202234 holders, $8.0bn58 holders, $56.5bn
Q1 202334 holders, $9.3bn57 holders, $80.0bn
Q2 202331 holders, $10.5bn64 holders, $112bn
Q3 202336 holders, $10.5bn67 holders, $120bn
Q4 202335 holders, $13.1bn67 holders, $143bn
Q1 202440 holders, $12.2bn70 holders, $193bn
Q2 202438 holders, $7.8bn65 holders, $195bn
Q3 202433 holders, $9.7bn66 holders, $218bn
Q4 202425 holders, $6.2bn65 holders, $224bn
Q1 202522 holders, $5.0bn67 holders, $214bn
Q2 202522 holders, $3.7bn62 holders, $270bn
Q3 202522 holders, $4.3bn67 holders, $256bn
Q4 202515 holders, $4.9bn58 holders, $224bn
Q1 202616 holders, $2.9bn64 holders, $201bn
Q2 20269 holders, $2.5bn61 holders, $188bn
WDAY

Workday Inc

Holders
22
Reported value
$3.7bn
Buyers
11
Sellers
12

Breadth -1 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 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WDAY (2)

Freestone Grove Partners LP, Polen Capital Management LLC

Only META (42)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, and 17 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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