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TOST · 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.

TOSTMETA
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.
  • TOST
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterTOSTMETA
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 202113 holders, $376m64 holders, $164bn
Q4 202112 holders, $1.6bn57 holders, $150bn
Q1 20228 holders, $1.3bn53 holders, $93.4bn
Q2 202210 holders, $889m58 holders, $65.9bn
Q3 202213 holders, $1.2bn57 holders, $53.0bn
Q4 202212 holders, $1.4bn58 holders, $56.5bn
Q1 202312 holders, $1.3bn57 holders, $80.0bn
Q2 202314 holders, $1.5bn64 holders, $112bn
Q3 202315 holders, $1.3bn67 holders, $120bn
Q4 202313 holders, $820m67 holders, $143bn
Q1 202412 holders, $1.5bn70 holders, $193bn
Q2 202414 holders, $1.8bn65 holders, $195bn
Q3 202411 holders, $2.8bn66 holders, $218bn
Q4 202418 holders, $4.1bn65 holders, $224bn
Q1 202516 holders, $2.7bn67 holders, $214bn
Q2 202521 holders, $3.4bn62 holders, $270bn
Q3 202518 holders, $2.6bn67 holders, $256bn
Q4 202517 holders, $2.6bn58 holders, $224bn
Q1 202614 holders, $2.4bn64 holders, $201bn
Q2 202613 holders, $2.2bn61 holders, $188bn
TOST

Toast Inc

Holders
13
Reported value
$2.2bn
Buyers
20
Sellers
12

Breadth +8 among 91 comparable managers.

Software and IT servicesInternet, programming and data services
META

Meta Platforms Inc

Holders
61
Reported value
$188bn
Buyers
32
Sellers
37

Breadth -5 among 91 comparable managers.

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

Who holds both, Q2 2026

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 TOST (3)

Arrowstreet Capital LP, Light Street Capital Management LLC, PDT Partners LLC

Only META (51)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, and 26 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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