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ZM · 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.

ZMMETA
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.
  • ZM
  • META
020406080202120222023202420252026
Holders and value by quarter
QuarterZMMETA
Q3 202030 holders, $13.1bn65 holders, $131bn
Q4 202035 holders, $9.9bn68 holders, $137bn
Q1 202124 holders, $12.2bn71 holders, $147bn
Q2 202126 holders, $19.2bn64 holders, $173bn
Q3 202125 holders, $15.0bn64 holders, $164bn
Q4 202121 holders, $10.5bn57 holders, $150bn
Q1 202221 holders, $6.0bn53 holders, $93.4bn
Q2 202216 holders, $4.8bn58 holders, $65.9bn
Q3 202214 holders, $2.7bn57 holders, $53.0bn
Q4 202210 holders, $2.4bn58 holders, $56.5bn
Q1 202316 holders, $3.2bn57 holders, $80.0bn
Q2 202313 holders, $2.1bn64 holders, $112bn
Q3 202311 holders, $2.1bn67 holders, $120bn
Q4 202319 holders, $2.8bn67 holders, $143bn
Q1 202415 holders, $2.3bn70 holders, $193bn
Q2 202410 holders, $1.8bn65 holders, $195bn
Q3 202413 holders, $2.2bn66 holders, $218bn
Q4 202413 holders, $2.7bn65 holders, $224bn
Q1 202512 holders, $2.0bn67 holders, $214bn
Q2 202511 holders, $2.3bn62 holders, $270bn
Q3 202515 holders, $2.9bn67 holders, $256bn
Q4 202514 holders, $3.2bn58 holders, $224bn
Q1 202611 holders, $2.5bn64 holders, $201bn
Q2 202616 holders, $2.6bn61 holders, $188bn
ZM

Zoom Communications Inc

Holders
16
Reported value
$2.6bn
Buyers
21
Sellers
14

Breadth +7 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 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ZM (4)

Arrowstreet Capital LP, Discovery Capital Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC

Only META (49)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, 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 24 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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