FSLY
Fastly, Inc. · Technology · Software - Application
动量输入（同类管理人）：
持有人广度 +11.1% ·
股份流向 -2.8% ·
净新建仓位 +10.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | -11 | 114.92M | $2.11B | +8 | −19 |
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 3.06M | -0.7% | $19.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 3.02M | +0.1% | $19.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (被动) | 3.02M | +0.1% | $19.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Marshall Wace ✦ | 1.57M | +95.0% | $9.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 1.57M | +95.0% | $9.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 1.50M | +36.3% | $9.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.14M | +55.0% | $7.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.14M | +55.0% | $7.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 624.03K | +0.4% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 624.03K | +0.4% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 537.92K | -71.9% | $3.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 537.92K | -71.9% | $3.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 537.92K | -71.9% | $3.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Norges Bank ✦ (被动) | 198.63K | 新增 | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 133.93K | 新增 | $837,057 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 133.93K | 新增 | $837,057 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 133.93K | 新增 | $837,057 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 133.93K | 新增 | $837,057 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 133.93K | 新增 | $837,057 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 85.75K | -55.7% | $542,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 85.75K | -55.7% | $542,810 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $1.26M | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
| AQR Capital Management | $837,057 | 0.0% |
已清仓
| Point72 Asset Management | $7.09M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 338 持有人, 137.57M 股份, $3.61B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 1.81K 股 · $45,110
Officer · 29.01K 股 · $704,726
Officer · 16.86K 股 · $398,452
Officer, Director · 4.16K 股 · $107,348
Officer, Director · 5.10K 股 · $122,760
Officer, Director · 5.40K 股 · $135,432
Officer, Director · 700 股 · $18,235
Officer, Director · 11.09K 股 · $265,447
Officer, Director · 16.43K 股 · $410,546
Officer · 14.94K 股 · $427,170
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论