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APLD · 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.

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.
  • APLD
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterAPLDMETA
Q3 2020none listed holders, n.a.65 holders, $131bn
Q4 2020none listed holders, n.a.68 holders, $137bn
Q1 2021none listed holders, n.a.71 holders, $147bn
Q2 2021none listed holders, n.a.64 holders, $173bn
Q3 2021none listed holders, n.a.64 holders, $164bn
Q4 2021none listed holders, n.a.57 holders, $150bn
Q1 2022none listed holders, n.a.53 holders, $93.4bn
Q2 2022none listed holders, n.a.58 holders, $65.9bn
Q3 2022none listed holders, n.a.57 holders, $53.0bn
Q4 2022none listed holders, n.a.58 holders, $56.5bn
Q1 2023none listed holders, n.a.57 holders, $80.0bn
Q2 2023none listed holders, n.a.64 holders, $112bn
Q3 20231 holders, $8.7m67 holders, $120bn
Q4 20231 holders, $49m67 holders, $143bn
Q1 2024none listed holders, n.a.70 holders, $193bn
Q2 2024none listed holders, n.a.65 holders, $195bn
Q3 20241 holders, $15m66 holders, $218bn
Q4 20244 holders, $13m65 holders, $224bn
Q1 20252 holders, $6.9m67 holders, $214bn
Q2 20251 holders, $33m62 holders, $270bn
Q3 20257 holders, $614m67 holders, $256bn
Q4 20252 holders, $218m58 holders, $224bn
Q1 20262 holders, $83m64 holders, $201bn
Q2 202611 holders, $778m61 holders, $188bn
APLD

Applied Digital Corp

Holders
2
Reported value
$218m
Buyers
11
Sellers
18

Breadth -7 among 92 comparable managers.

META

Meta Platforms Inc

Holders
58
Reported value
$224bn
Buyers
22
Sellers
48

Breadth -26 among 92 comparable managers.

Who holds both, Q4 2025

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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