Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership16,916 shares
Latest Disclosed Value $ 9,678,152
Perennial Advisors, LLC reports 5.76% decrease in ownership of META / Meta Platforms, Inc.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 16,916 shares of Meta Platforms, Inc. (MX:META) valued at $9,678,152 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 17,949 shares of Meta Platforms, Inc.. This represents a change in shares of -5.76% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F META PLATFORMS CL A 30303M102 16,916 -1,033 -5.76 9,678 -18.31 1.6193
2026-01-12 2025-12-31 13F META PLATFORMS CL A 30303M102 17,949 1,587 9.70 11,848 -1.40 1.9865
2025-10-14 2025-09-30 13F META PLATFORMS CL A 30303M102 16,362 3,611 28.32 12,016 27.67 2.0811
2025-07-15 2025-06-30 13F META PLATFORMS CL A 30303M102 12,751 2,127 20.02 9,411 53.70 1.7484
2025-04-14 2025-03-31 13F META PLATFORMS CL A 30303M102 10,624 6,706 171.16 6,123 166.91 1.2214
2025-02-21 2024-12-31 13F META PLATFORMS CL A 30303M102 3,918 1,035 35.90 2,294 57.88 0.4993
2024-07-23 2024-06-30 13F META PLATFORMS CL A 30303M102 2,883 270 10.33 1,454 14.59 0.3258
2024-04-10 2024-03-31 13F META PLATFORMS CL A 30303M102 2,613 0 0.00 1,269 37.23 0.2951
2024-01-25 2023-12-31 13F META PLATFORMS CL A 30303M102 2,613 -415 -13.71 925 1.65 0.2273
2023-10-17 2023-09-30 13F META PLATFORMS CL A 30303M102 3,028 300 11.00 909 16.24 0.2452
2023-08-01 2023-06-30 13F META PLATFORMS CL A 30303M102 2,728 68 2.56 783 38.90 0.1996
2023-05-12 2023-03-31 13F META PLATFORMS CL A 30303M102 2,660 -947 -26.25 564 29.72 0.1613
2023-01-31 2022-12-31 13F META PLATFORMS CL A 30303M102 3,607 -25,646 -87.67 434 -89.07 0.1380
2022-11-09 2022-09-30 13F META PLATFORMS CL A 30303M102 29,253 107 0.37 3,969 -15.55 1.3014
2022-08-09 2022-06-30 13F META PLATFORMS CL A 30303M102 29,146 546 1.91 4,700 -26.10 1.4623
2022-04-27 2022-03-31 13F META PLATFORMS CL A 30303M102 28,600 1,126 4.10 6,360 -31.18 1.6877
2022-02-08 2021-12-31 13F META PLATFORMS CL A 30303M102 27,474 2,961 12.08 9,241 11.08 2.4903
2021-11-08 2021-09-30 13F FACEBOOK CL A 30303M102 24,513 375 1.55 8,319 -0.88 2.4501
2021-08-13 2021-06-30 13F FACEBOOK CL A 30303M102 24,138 157 0.65 8,393 18.83 2.4363
2021-05-17 2021-03-31 13F FACEBOOK CL A 30303M102 23,981 -1,284 -5.08 7,063 2.35 2.2220
2021-02-12 2020-12-31 13F FACEBOOK CL A 30303M102 25,265 35 0.14 6,901 4.43 2.4308
2020-11-16 2020-09-30 13F FACEBOOK CL A 30303M102 25,230 -35 -0.14 6,608 15.18 2.7043
2020-08-14 2020-06-30 13F FACEBOOK CL A 30303M102 25,265 1,084 4.48 5,737 42.25 2.4392
2020-05-19 2020-03-31 13F/A-1 FACEBOOK CL A 30303M102 24,181 2,428 11.16 4,033 -9.68 2.2467
2020-05-19 2020-03-31 13F FACEBOOK CL A 30303M102 12,535 -9,218 1,442 1,197,286.5932
2020-01-23 2019-12-31 13F FACEBOOK CL A 30303M102 21,753 -267 -1.21 4,465 13.87 2.1440
2019-11-05 2019-09-30 13F FACEBOOK CL A 30303M102 22,020 389 1.80 3,921 -6.08 2.0315
2019-07-18 2019-06-30 13F FACEBOOK CL A 30303M102 21,631 507 2.40 4,175 18.57 2.2228
2019-04-30 2019-03-31 13F FACEBOOK CL A 30303M102 21,124 1,280 6.45 3,521 35.37 2.0021
2019-01-29 2018-12-31 13F FACEBOOK CL A 30303M102 19,844 1,695 9.34 2,601 -12.86 1.6840
2018-11-05 2018-09-30 13F FACEBOOK CL A 30303M102 18,149 456 2.58 2,985 -13.18 1.7181
2018-08-10 2018-06-30 13F FACEBOOK CL A 30303M102 17,693 1,011 6.06 3,438 28.96 2.1196
2018-04-24 2018-03-31 13F FACEBOOK CL A 30303M102 16,682 -1,352 -7.50 2,666 -16.22 1.6827
2018-01-29 2017-12-31 13F FACEBOOK CL A 30303M102 18,034 -491 -2.65 3,182 0.54 1.9754
2017-10-30 2017-09-30 13F FACEBOOK CL A 30303M102 18,525 333 1.83 3,165 15.22 2.1414
2017-07-31 2017-06-30 13F FACEBOOK CL A 30303M102 18,192 2,449 15.56 2,747 22.85 1.9935
2017-04-27 2017-03-31 13F FACEBOOK CL A 30303M102 15,743 3,208 25.59 2,236 55.06 1.7213
2017-04-27 2016-12-31 13F/A-2 FACEBOOK CL A 30303M102 12,535 12,535 1,442 1.1973
2017-04-27 2016-12-31 13F/A-1 FACEBOOK CL A 30303M102 12,535 0 1,442 1.2748
2017-02-10 2016-12-31 13F FACEBOOK CL A 30303M102 12,535 1,442 0.9119
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.