- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 4 Feb 2026
- Managers listing it
- 26
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 2 listed it in both
- Shares listed
- 33,796,964
- combined, among listed positions
- Reported value
- $549m
- combined, at the quarter end
Among the 92 comparable managers: 12 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,768,898.
Managers listing MGNI in Q4 2025
26 of 26 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 12,920,289 shares now+5,937,428
- Wellington Management Group LLPexisting position · 8,629,238 shares now+3,484,689
- Balyasny Asset Management LLCnew position · 873,208 shares now+873,208
- Schonfeld Strategic Advisors LLCnew position · 779,681 shares now+779,681
- Citadel Advisors LLCexisting position · 544,318 shares now+374,757
Reductions
- Fidelity (FMR LLC)existing position · 6,701,174 shares now-10,439,840
- T. Rowe Price Associates Incexisting position · 711,495 shares now-1,836,010
- Jane Street Group LLCexisting position · 380,253 shares now-710,370
- Millennium Management LLCexisting position · 23,744 shares now-652,605
- Tudor Investment Corpexisting position · 34,674 shares now-414,435
New positions and exits
New (6)
Exited (4)
- Voloridge Investment Management LLCwas $8.2m
- Point72 Asset Management LPwas $6.7m
- D. E. Shaw & Co.was $4.6m
- Quantbot Technologies LPwas $88k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 1 | $5.7m | n.a. | n.a. |
| Q1 2021 | 2 | $94m | n.a. | n.a. |
| Q2 2021 | 5 | $88m | n.a. | n.a. |
| Q3 2021 | 3 | $43m | n.a. | n.a. |
| Q4 2021 | 4 | $38m | n.a. | n.a. |
| Q1 2022 | 1 | $1.2m | n.a. | n.a. |
| Q2 2022 | 2 | $1.9m | n.a. | n.a. |
| Q3 2022 | 3 | $5.4m | n.a. | n.a. |
| Q4 2022 | 1 | $4.2m | n.a. | n.a. |
| Q1 2023 | 2 | $3.1m | n.a. | n.a. |
| Q2 2023 | 2 | $6.6m | n.a. | n.a. |
| Q3 2023 | 1 | $1.7m | n.a. | n.a. |
| Q2 2024 | 1 | $21m | 1 | 0 |
| Q3 2024 | 1 | $50m | 1 | 0 |
| Q4 2024 | 2 | $129m | 2 | 0 |
| Q1 2025 | 3 | $163m | 3 | 0 |
| Q2 2025 | 6 | $520m | 3 | 2 |
| Q3 2025 | 2 | $165m | 0 | 3 |
| Q4 2025 | 4 | $367m | 12 | 17 |
| Q1 2026 | 3 | $84m | 22 | 7 |
| Q2 2026 | 5 | $104m | 13 | 16 |
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 →