L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 12 Nov 2025
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 2 listed it in both
Shares listed
7,558,304
combined, among listed positions
Reported value
$165m
combined, at the quarter end

Among the 95 comparable managers: 0 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MGNI in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Capital Research Global Investors6,982,861$152munder 0.1%Trimmed-5,937,20913 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC575,443$13munder 0.1%Trimmed-42,67612 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

No increase among listed positions.

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

024620212022202320252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MGNI by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20201$5.7mn.a.n.a.
Q1 20212$94mn.a.n.a.
Q2 20215$88mn.a.n.a.
Q3 20213$43mn.a.n.a.
Q4 20214$38mn.a.n.a.
Q1 20221$1.2mn.a.n.a.
Q2 20222$1.9mn.a.n.a.
Q3 20223$5.4mn.a.n.a.
Q4 20221$4.2mn.a.n.a.
Q1 20232$3.1mn.a.n.a.
Q2 20232$6.6mn.a.n.a.
Q3 20231$1.7mn.a.n.a.
Q2 20241$21m10
Q3 20241$50m10
Q4 20242$129m20
Q1 20253$163m30
Q2 20256$520m32
Q3 20252$165m03
Q4 20254$367m1217
Q1 20263$84m227
Q2 20265$104m1316

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MGNI and GOOGL →MGNI and META →MGNI and SPCX →Choose a stock to compare with MGNI →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MGNI, latest filings →Back to the 13F Explorer →