Position in META
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,061,634
-$1,668,643 QoQ
Shares Held
8,847
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Root Financial Partners, LLC holds $14,380,179 across 28 Internet Content & Information names. META ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
29,227 | $8,404,516 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
8,847 | $5,061,634 | |
| 3 | SPOT |
Spotify Technology S.A.
|
1,263 | $612,441 | |
| 4 | MTCH |
Match Group, Inc.
|
5,460 | $167,676 | |
| 5 | DJT |
Trump Media & Technology Group Corp.
|
3,970 | $36,841 | |
| 6 | NBIS |
Nebius Group N.V.
|
315 | $32,684 | |
| 7 | SNAP |
Snap Inc
|
2,932 | $13,487 | |
| 8 | BIDU |
Baidu, Inc.
|
102 | $11,364 |
All Filings in META
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,061,634 | 8,847 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,730,277 | 10,196 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,160,488 | 7,027 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,554,015 | 6,170 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,395,336 | 5,891 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,066,315 | 5,237 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,604,029 | 4,549 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,529,299 | 3,033 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,293,099 | 2,663 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $747,563 | 2,112 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $595,316 | 1,983 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $593,761 | 2,069 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $454,399 | 2,144 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||