Meta (META)River Road Asset Management, LLC added to its stake +173K shares

173K

Shares reported · +173K vs prior quarter

1.1%

Disclosed portfolio weight

$97.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 6, 2026CongressDisclosed purchase of META — reported range $1,001 - $15,000
2. May 15, 2026InsiderCFO sold ~$1.32M of META shares in the open market
3. May 18, 2026Insider · 3 peopleInsiders: 20 sales (~$11.3M)
4. May 20, 2026Layoff notice · 415 10th Ave New York, NY, 10001Layoff notice filed in NY: 354 employees
5. May 20, 2026Layoff notice · 380 W. 33rd Street New York, NY, 10001Layoff notice filed in NY: 417 employees
6. May 20, 2026Layoff notice · 770 Broadway New York, NY, 10003Layoff notice filed in NY: 389 employees
7. May 22, 2026Layoff notice · 6530 Paseo Padre Parkway Fremont CA 94555Layoff notice filed in CA: 81 employees
8. May 22, 2026Layoff notice · 311 Airport Boulevard Burlingame CA 94010Layoff notice filed in CA: 338 employees
9. May 22, 2026Layoff notice · 250 Howard St San Francisco CA 94105Layoff notice filed in CA: 252 employees
10. May 22, 2026Layoff notice · 12105 E Waterfront Drive Playa Vista CA 90094Layoff notice filed in CA: 74 employees
11. May 22, 2026Layoff notice · 1 Hacker Way Menlo Park CA 94025Layoff notice filed in CA: 2,212 employees
12. May 22, 2026Layoff notice · 1180 Discovery Way Sunnyvale CA 94089Layoff notice filed in CA: 313 employees
13. May 22, 2026Layoff notice · King CountyLayoff notice filed in WA: 1,395 employees
14. May 26, 2026Insider · 1 personInsiders: 5 sales (~$893K)
15. May 27, 2026InsiderOfficer sold ~$1.27M of META shares in the open market
16. Jun 1, 2026Insider · 2 peopleInsiders: 6 sales (~$1.2M)
17. Jun 1, 2026CongressDisclosed sale of META — reported range $1,001 - $15,000
18. Jun 4, 2026CongressDisclosed purchase of META — reported range $1,001 - $15,000
19. Jun 15, 2026Insider · 1 personInsiders: 5 sales (~$839K)
20. Jun 16, 2026CongressDisclosed sale of META — reported range $1,001 - $15,000
21. Jun 17, 2026Congress · 1 personMembers of Congress: 2 purchases
22. Jul 1, 2026InsiderDirector sold ~$304K of META shares in the open market
23. Jul 6, 2026Insider · 1 personInsiders: 10 sales (~$3.1M)
24. Jul 13, 2026Insider · 1 personInsiders: 5 sales (~$1.4M)
25. Jul 14, 2026Government · Federal Register ruleEnhanced Favorable Treatment for the United Arab Emirates Under the Export Administration Regulations

What came next

1. Jul 20, 2026Insider · 1 personInsiders: 5 sales (~$947K)
2. Jul 27, 2026Insider · 1 personInsiders: 5 sales (~$891K)
3. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
4. Jul 31, 2026InsiderDirector sold ~$252K of META shares in the open market
5. Aug 3, 2026InsiderDirector sold ~$281K of META shares in the open market
6. Aug 4, 2026Insider · 1 personInsiders: 4 sales (~$251K)
7. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 4.4%
8. Oct 1, 2026Government · Federal Register proposed ruleRule on Impersonation of Government and Businesses

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Meta

For Meta, OQRO holds 117 insider filings (SEC Form 4 or Form 144), 13 Congress trade reports and 253 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its META page.

How this filing works

• SEC Form 13F

Other disclosures at Meta

• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• House Clerk periodic transaction reportOct 7, 2026

Everything OQRO holds on this company is on its META page.