FSLY
Fastly, Inc. · Technology · Software - Application
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | -10 | 114.95M | $2.11B | +8 | −20 |
| Q1 2026 | 113 | +23 | 103.49M | $3.00B | +27 | −4 |
| Q4 2025 | 89 | 0 | 95.39M | $971.02M | — | — |
| Q3 2025 | 18 | 0 | 52.87M | $452.06M | +1 | −2 |
| Q2 2025 | 16 | +3 | 44.28M | $312.63M | +3 | — |
| Q1 2025 | 10 | +1 | 11.87M | $75.14M | +2 | −1 |
| Q4 2024 | 9 | +2 | 12.22M | $115.36M | +3 | −1 |
| Q3 2024 | 6 | -3 | 7.17M | $54.26M | — | −3 |
| Q2 2024 | 9 | — | 6.63M | $48.90M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 2.97M | — | $21.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | D. E. Shaw & Co. ✦ | 845.20K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Point72 Asset Management ✦ | 756.38K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 746.60K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 512.39K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 305.10K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 249.82K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 151.17K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 98.17K | — | $724,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 338 holders, 137.57M shares, $3.61B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 3.96K sh · $100,055
Officer, Director · 200 sh · $5,045
Officer, Director · 32.88K sh · $813,730
Officer, Director · 24.30K sh · $708,831
Officer, Director · 7.60K sh · $213,104
Officer, Director · 85.52K sh · $2.62M
Officer, Director · 262.19K sh · $7.90M
Officer, Director · 27.90K sh · $776,178
Officer, Director · 1.10K sh · $29,282
Officer, Director · 45.65K sh · $1.26M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology