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
- 18
- Reported value
- $5.2bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 among 92 comparable managers.
Meta Platforms Inc
- Holders
- 58
- Reported value
- $224bn
- Buyers
- 22
- Sellers
- 48
Breadth -26 among 92 comparable managers.
Who holds both, Q4 2025
Both (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Invesco Ltd, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC
Only VRSN (7)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Freestone Grove Partners LP, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
Only META (47)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, 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, 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.