META · News · 20260922N

Competition and Market Share

Meta Platforms, Inc. · 2026-09-22 · Importance 37 · Surprise 42

Amazon blocked Meta’s Muse agent from shopping on Amazon’s site, creating an early platform conflict over agent access, transaction rules and customer ownership. The dispute highlights competitive pressure between Meta and Amazon over the emerging AI-mediated commerce layer. Shopify’s willingness to support Shop Pay checkout gives Muse an alternative commerce channel outside Amazon’s marketplace.

Key facts

• Nichols and Pratt Advisers LLP MA boosted its stake in shares of Meta Platforms, Inc. by 976.0% during the second quarter and owned 3,766 shares. source
• Rational Advisors Inc. lowered its stake in shares of Meta Platforms, Inc. by 42.8% in the second quarter and owned 927 shares after selling 693 shares during the quarter. source
• Van ECK Associates Corp raised its position in shares of Meta Platforms, Inc. by 4.0% during the second quarter and owned 749,836 shares after acquiring an additional 29,098 shares. source
• Royal London Asset Management Ltd. trimmed its position in Meta Platforms, Inc. by 1.1% in the second quarter and owned 1,322,699 shares after selling 15,289 shares during the quarter. source
• UBS AM grew its holdings in Meta Platforms, Inc. by 1.3% and owned 12,836,063 shares after acquiring additional shares. source