13F Portfolios

Whale Rock Capital Management LLC: META PLATFORMS INC (META): Quarterly 13F Position History

As of Q1 2026, Whale Rock Capital Management LLC reported 512,569 shares of META PLATFORMS INC (META), worth $293.3M and representing 3.8% of its 13F equity book. Quarter-over-quarter share count change: + 42,856 (+9.1%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 512,569 +42,856 +9.1% $293.3M 3.8% $572.1
Q4 2025 469,713 260,109 -35.6% $310.1M 4.0% $660.1
Q3 2025 729,822 +107,838 +17.3% $536.0M 6.3% $734.4
Q2 2025 621,984 56,074 -8.3% $459.1M 6.4% $738.1
Q1 2025 678,058 139,694 -17.1% $390.8M 6.8% $576.4
Q4 2024 817,752 +72,338 +9.7% $478.8M 5.7% $585.5
Q3 2024 745,414 93,288 -11.1% $426.7M 6.0% $572.4
Q2 2024 838,702 450,462 -34.9% $422.9M 6.0% $504.2
Q1 2024 1,289,164 82,241 -6.0% $626.0M 9.3% $485.6
Q4 2023 1,371,405 +84,686 +6.6% $485.4M 8.7% $354.0
Q3 2023 1,286,719 450,161 -25.9% $386.3M 7.8% $300.2
Q2 2023 1,736,880 +9,576 +0.6% $498.4M 8.6% $287.0
Q1 2023 1,727,304 +1,238,980 +253.7% $366.1M 8.1% $211.9
Q4 2022 488,324 800,654 -62.1% $58.8M 2.0% $120.3
Q3 2022 1,288,978 +1,288,978 $174.9M 4.9% $135.7
Q2 2022 0 0 $0 0.0%
Q1 2022 0 1,738,284 -100.0% $0 0.0%
Q4 2021 1,738,284 +144,519 +9.1% $584.7M 4.9% $336.4
Q3 2021 1,593,765 +134,297 +9.2% $540.9M 3.6% $339.4
Q2 2021 1,459,468 18,885 -1.3% $507.5M 3.3% $347.7
Q1 2021 1,478,353 +1,424,888 +2665.1% $435.4M 3.6% $294.5
Q4 2020 53,465 1,477,415 -96.5% $14.6M 0.1% $273.2
Q3 2020 1,530,880 +108,415 +7.6% $400.9M 2.7% $261.9
Q2 2020 1,422,465 +645,060 +83.0% $323.0M 2.6% $227.1
Q1 2020 777,405 331,507 -29.9% $129.7M 1.8% $166.8
Q4 2019 1,108,912 213,562 -16.1% $227.6M 3.9% $205.2
Q3 2019 1,322,474 1,056 -0.1% $235.5M 4.3% $178.1
Q2 2019 1,323,530 +98,490 +8.0% $255.4M 4.4% $193.0
Q1 2019 1,225,040 +74,059 +6.4% $204.2M 3.8% $166.7
Q4 2018 1,150,981 +105,615 +10.1% $150.9M 4.9% $131.1
Q3 2018 1,045,366 115,703 -10.0% $171.9M 3.8% $164.5
Q2 2018 1,161,069 +95,585 +9.0% $225.6M 6.5% $194.3
Q1 2018 1,065,484 +186,092 +21.2% $170.3M 5.8% $159.8
Q4 2017 879,392 +129,794 +17.3% $155.2M 7.3% $176.5
Q3 2017 749,598 +231,383 +44.7% $128.1M 6.8% $170.9
Q2 2017 518,215 164,859 -24.1% $78.2M 5.5% $151.0
Q1 2017 683,074 +89,439 +15.1% $97.0M 6.6% $142.1
Q4 2016 593,635 +3,076 +0.5% $68.3M 5.7% $115.1
Q3 2016 590,559 +1,301 +0.2% $75.8M 5.8% $128.3
Q2 2016 589,258 29,230 -4.7% $67.3M 5.6% $114.3
Q1 2016 618,488 $70.6M 6.6% $114.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Whale Rock Capital Management LLC first disclose a META position in 13F-HR filings?

Whale Rock Capital Management LLC first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was Whale Rock Capital Management LLC's most recent quarter-over-quarter share-count change in META?

Between Q4 2025 and Q1 2026, Whale Rock Capital Management LLC added 42,856 shares of META (+9.1%), bringing the total reported position to 512,569 shares at a market value of $293.3M.

Does the implied price-per-share represent Whale Rock Capital Management LLC's cost basis in META?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.