FSLY
Fastly, Inc. · Technology · Software - Application
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions -5.6% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | 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 | The Vanguard Group ✦ (passive) | 16.67M | +3.4% | $142.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 12.58M | +2.5% | $107.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 3 | Morgan Stanley ✦ | 7.27M | n/a | $62.14M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 4 | Geode Capital Management ✦ (passive) | 3.24M | +1.0% | $27.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 3.16M | +0.9% | $26.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 2.40M | n/a | $20.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Two Sigma Investments ✦ | 1.40M | -40.5% | $11.94M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.23M | -63.8% | $10.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 9 | Point72 Asset Management ✦ | 1.17M | -3.2% | $9.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 851.21K | +171.8% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 668.89K | -19.3% | $5.72M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 496.00K | -24.9% | $4.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 427.52K | +118.5% | $3.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 14 | AQR Capital Management ✦ | 415.05K | +263.7% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | JPMorgan Chase ✦ | 369.62K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 16 | Renaissance Technologies ✦ | 369.24K | +211.0% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 156.10K | +4.3% | $1.33M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 15.76K | New | $134,774 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $134,774 | 0.0% |
Exited
| Arrowstreet Capital | $1.51M | was 0.0% |
| Norges Bank | $201,888 | 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