FSLY
Fastly, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -2.8% ·
net new positions +10.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 19.33K | $489,286 | n/a | −1 |
| 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 | n/a | n/a |
| Q3 2025 | 18 | 0 | 52.87M | $452.06M | +1 | −2 |
| Q2 2025 | 16 | +3 | 44.28M | $312.63M | +3 | n/a |
| 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 | n/a | −3 |
| Q2 2024 | 9 | n/a | 6.63M | $48.90M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.06M | -0.7% | $19.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 3.02M | +0.1% | $19.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Marshall Wace ✦ | 1.57M | +95.0% | $9.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 1.50M | +36.3% | $9.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 1.14M | +55.0% | $7.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | T. Rowe Price ✦ | 624.03K | +0.4% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | D. E. Shaw & Co. ✦ | 537.92K | -71.9% | $3.41M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 8 | Norges Bank ✦ (passive) | 198.63K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 133.93K | New | $837,057 | 0.0% | New | 1 | SEC ↗ ×5 |
| 10 | Millennium Management ✦ | 85.75K | -55.7% | $542,810 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $1.26M | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
Exited
| Point72 Asset Management | $7.09M | was 0.0% |
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 · 30.74K sh · $818,272
Officer, Director · 800 sh · $22,760
Officer, Director · 5.50K sh · $152,020
Officer, Director · 3.00K sh · $90,270
Officer, Director · 3.96K sh · $100,055
Officer, Director · 32.88K sh · $813,730
Officer, Director · 200 sh · $5,045
Officer, Director · 7.60K sh · $213,104
Officer, Director · 85.52K sh · $2.62M
Officer, Director · 262.19K sh · $7.90M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology