FSLY
Fastly, Inc. · Technology · Software - Application
Données momentum (gérants comparables) :
étendue des détenteurs +23.1% ·
flux d'actions +9.2% ·
nouvelles positions nettes +18.8%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 16.11M | — | $113.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 12.27M | — | $86.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Marshall Wace ✦ | 3.39M | +115.2% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 3.39M | +115.2% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Marshall Wace ✦ | 3.39M | +115.2% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 3.21M | +6.3% | $22.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passif) | 3.21M | +6.3% | $22.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passif) | 3.13M | +2.3% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 2.34M | +56.2% | $16.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Point72 Asset Management ✦ | 1.21M | Nouveau | $8.52M | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 828.53K | -27.2% | $5.85M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Millennium Management ✦ | 660.50K | +670.2% | $4.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Millennium Management ✦ | 660.50K | +670.2% | $4.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 313.20K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 313.20K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 213.92K | Nouveau | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 195.67K | -63.6% | $1.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 195.67K | -63.6% | $1.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 149.66K | -76.0% | $1.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 118.74K | Nouveau | $838,311 | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 114.12K | -14.8% | $794,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 114.12K | -14.8% | $794,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 114.12K | -14.8% | $794,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 114.12K | -14.8% | $794,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Norges Bank ✦ (passif) | 28.60K | -85.6% | $201,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $8.52M | 0.0% |
| Arrowstreet Capital | $1.51M | 0.0% |
| Renaissance Technologies | $838,311 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 338 détenteurs, 137.57M actions, $3.61B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director · 5.40K act. · $135,432
Officer, Director · 700 act. · $18,235
Officer, Director · 16.43K act. · $410,546
Officer, Director · 4.16K act. · $107,348
Officer, Director · 11.09K act. · $265,447
Officer, Director · 5.10K act. · $122,760
Officer, Director · 32.39K act. · $926,268
Officer, Director · 34.55K act. · $988,187
Officer · 148.01K act. · $4.23M
Officer · 14.94K act. · $427,170
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie