META — META PLATFORMS INC

Ownership history in Compound Planning, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in META PLATFORMS INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.33% (2023 Q4)
Avg. % of fund
1.63%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 72,515 -3,188 -4.2% 1.40% $47.9M $659.53
2025 Q3 ADDED 75,703 +6,328 +9.1% 1.80% $55.6M $733.15
2025 Q2 REDUCED 69,375 -4,331 -5.9% 1.94% $51.2M $736.36
2025 Q1 ADDED 73,706 +72,706 +7270.6% 1.94% $42.5M $574.57
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)

Other funds also holding META

As of 2025 Q4 — sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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