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CTSH · 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.

CTSHMETA
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.
  • CTSH
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterCTSHMETA
Q3 202016 holders, $6.5bn65 holders, $131bn
Q4 202018 holders, $8.3bn68 holders, $137bn
Q1 202119 holders, $8.0bn71 holders, $147bn
Q2 202124 holders, $7.6bn64 holders, $173bn
Q3 202114 holders, $7.8bn64 holders, $164bn
Q4 202115 holders, $10.4bn57 holders, $150bn
Q1 202214 holders, $11.5bn53 holders, $93.4bn
Q2 202221 holders, $7.3bn58 holders, $65.9bn
Q3 202225 holders, $6.0bn57 holders, $53.0bn
Q4 202224 holders, $5.1bn58 holders, $56.5bn
Q1 202318 holders, $5.0bn57 holders, $80.0bn
Q2 202317 holders, $5.2bn64 holders, $112bn
Q3 202316 holders, $4.8bn67 holders, $120bn
Q4 202314 holders, $4.8bn67 holders, $143bn
Q1 202415 holders, $4.4bn70 holders, $193bn
Q2 202416 holders, $4.0bn65 holders, $195bn
Q3 202414 holders, $4.5bn66 holders, $218bn
Q4 202411 holders, $4.6bn65 holders, $224bn
Q1 202514 holders, $4.7bn67 holders, $214bn
Q2 202518 holders, $4.8bn62 holders, $270bn
Q3 202512 holders, $4.1bn67 holders, $256bn
Q4 202514 holders, $5.6bn58 holders, $224bn
Q1 202620 holders, $4.7bn64 holders, $201bn
Q2 202615 holders, $2.4bn61 holders, $188bn
CTSH

Cognizant Technology Solutions

Holders
14
Reported value
$5.6bn
Buyers
18
Sellers
19

Breadth -1 among 92 comparable managers.

Software and IT services
META

Meta Platforms Inc

Holders
58
Reported value
$224bn
Buyers
22
Sellers
48

Breadth -26 among 92 comparable managers.

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

Who holds both, Q4 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CTSH (4)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Voloridge Investment Management LLC

Only META (48)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, and 23 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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