Social Media Stocks
Top 10 of 48 SOCL holdings, updated
As of 12 October 2026, social media stocks are trailing the S&P 500, over the past month and over the longer run. SOCL trails the S&P 500 by 1.4 points over one month and ranks #30 of 115 groups Zensei tracks. 16 of the 27 social media stocks Zensei prices in SOCL beat the fund this month.
Where social media stocks stand now
As of 12 October 2026, Social Media (SOCL) ranks #30 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is out of favor: it trails the S&P 500 on both rotation windows — 1.4 points behind over the past month and 6.2 points behind over the longer, time-shifted window. That is the Underperformers quadrant.
On the shorter tape, SOCL's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. SOCL's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X Social Media ETF, whose 48 tracked holdings are led by Meta Platforms Inc, Naver Corp and Reddit Inc. Weighted by portfolio, the fund's holdings trade at roughly 21.5× earnings. The thing to watch from here is the one-month spread: underperformers only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.
Top social media stocks right now
The largest social media stocks by weight in SOCL, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Largest by fund weight
Share of SOCL
- 1Meta Platforms IncMETA12.0%
- 2Naver Corp9.5%
- 3Reddit IncRDDT9.3%
- 4Tencent Holdings Ltd9.1%
- 5Alphabet IncGOOGL5.4%
Strongest this month
1-month return, holdings Zensei prices
- 1Angi IncANGI+34.3%
- 2Bumble IncBMBL+27.1%
- 3Snap IncSNAP+15.1%
- 4Meta Platforms IncMETA+14.7%
- 5Nextdoor Holdings IncNXDR+13.9%
Social Media Stocks vs the S&P 500
Over the week to 12 October 2026, SOCL rose 1.3% while the S&P 500 rose 0.4%. SOCL and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means SOCL won that window.
Prices as of · computed from daily adjusted closes · how we measure
Social Media on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are social media stocks expensive?
The price-to-earnings ratio of SOCL as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out.
SOCL holdings: the social media stocks inside
As of 12 October 2026, 16 of the 27 social media stocks Zensei prices in SOCL beat the fund over the past month. 13 of them beat the S&P 500. The strongest is Angi Inc (ANGI); the weakest is Yelp Inc (YELP). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | METAMeta Platforms Inc | 12.0% | +14.7% | +13.2% | +14.0 pts | Weak | Holding |
| 2 | Naver Corp | 9.5% | — | — | No price data | ||
| 3 | RDDTReddit Inc | 9.3% | +1.3% | −20.4% | +0.6 pts | Accelerating | Strong |
| 4 | Tencent Holdings Ltd | 9.1% | — | — | No price data | ||
| 5 | GOOGLAlphabet Inc | 5.4% | +4.2% | +0.1% | +3.5 pts | Cruising | Holding |
| 6 | NTESNetease Inc | 5.3% | +8.5% | −4.2% | |||
| 7 | PINSPinterest Inc | 5.2% | +12.4% | −5.2% | |||
| 8 | Kuaishou Technology | 5.1% | — | — | No price data | ||
| 9 | SPOTSpotify Technology SA | 4.8% | +0.6% | +10.2% | |||
| 10 | MTCHMatch Group Inc | 4.4% | −1.6% | +8.3% | |||
All 48 SOCL holdings by weight: Meta Platforms Inc (META) 12.0%, Naver Corp 9.5%, Reddit Inc (RDDT) 9.3%, Tencent Holdings Ltd 9.1%, Alphabet Inc (GOOGL) 5.4%, Netease Inc (NTES) 5.3%, Pinterest Inc (PINS) 5.2%, Kuaishou Technology 5.1%, Spotify Technology SA (SPOT) 4.8%, Match Group Inc (MTCH) 4.4%, Baidu Inc (BIDU) 3.6%, Kakao Corp 3.5%, Snap Inc (SNAP) 2.9%, Bilibili Inc (BILI) 2.3%, Tencent Music Entertainment Group (TME) 2.1%, Nexon Co Ltd 2.0%, Life360 Inc Chess Depository Interest 1.5%, Kakaku.Com Inc 1.4%, People Inc (PPLI) 1.2%, Joyy Inc (JOYY) 1.1%, United Internet AG 1.0%, Meitu Inc Registered Shs Unitary 144a/Reg S 0.8%, East Buy Holding Ltd 0.7%, Trump Media & Technology Group Corp (DJT) 0.6%, Yelp Inc (YELP) 0.5%, Trustpilot Group PLC 0.5%, Dena Co Ltd 0.4%, Rum Group Inc (RUM) 0.4%, Mixi Inc 0.3%, Newborn Town Inc 0.3%, Sprinklr Inc (CXM) 0.3%, Anycolor Inc 0.3%, Nextdoor Holdings Inc (NXDR) 0.3%, Weibo Corp (WB) 0.3%, Sprout Social Inc (SPT) 0.3%, Hello Group Inc (MOMO) 0.2%, Grindr Inc (GRND) 0.2%, Groupon Inc (GRPN) 0.2%, Fiverr International Ltd 0.1%, Com2us Corp 0.1%, Soop Co Ltd 0.1%, Note Inc 0.1%, Angi Inc (ANGI) 0.1%, Bumble Inc (BMBL) 0.1%, Huya Inc (HUYA) 0.1%, Giftee Group Inc 0.1%, Gree Holdings Inc 0.1%, Yalla Group Ltd (YALA) 0.0%.
Social Media Stocks: common questions
What are the top 3 social media stocks?
As of 12 October 2026, the three largest social media stocks in SOCL by fund weight are Meta Platforms Inc (META) (12.0%), Naver Corp (9.5%) and Reddit Inc (RDDT) (9.3%). Fund weight shows size inside the fund, not a recommendation.
Which social media stocks are beating the sector?
As of 12 October 2026, 16 of the 27 social media stocks Zensei prices in SOCL beat the fund over the past month. The strongest over the past month is Angi Inc (ANGI). The list above shows every holding with its weight and returns.
Are social media stocks outperforming the S&P 500?
No. As of 12 October 2026, SOCL trails the S&P 500 by 1.4 points over the past month.
Is it a good time to invest in social media stocks?
Zensei does not give investment advice, but it measures the trend. As of 12 October 2026, social media stocks are behind the S&P 500 on both the recent and the longer window. The rotation map and the read on this page show whether that trend is building or fading.
What is SOCL?
SOCL is Global X Social Media ETF. Zensei uses it to measure social media stocks against the S&P 500 (SPY).
What stocks does SOCL own?
As of 12 October 2026, the largest of the 48 positions Zensei tracks in SOCL are Meta Platforms Inc, Naver Corp, Reddit Inc, Tencent Holdings Ltd, Alphabet Inc. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is social media in right now?
As of 12 October 2026, social media is in the Underperformers quadrant — trailing the S&P 500 on both windows. The Zensei methodology page explains the quadrants.
Recent changes
- ·First tracked: trailing the market
Related sectors
Track social media against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.