FSLY
Fastly, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.6% · nuevas posiciones netas -5.6% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 16.67M | +3.4% | $142.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 12.58M | +2.5% | $107.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 3 | Morgan Stanley ✦ | 7.27M | — | $62.14M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 4 | Geode Capital Management ✦ (pasivo) | 3.24M | +1.0% | $27.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (pasivo) | 3.16M | +0.9% | $26.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 2.40M | — | $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 | — | $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 | Nuevo | $134,774 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Gotham Asset Management | $134,774 | 0.0% |
Posición cerrada
| Arrowstreet Capital | $1.51M | era 0.0% |
| Norges Bank | $201,888 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 338 tenedores, 137.57M acciones, $3.61B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 30.74K acc. · $818,272
Officer, Director · 800 acc. · $22,760
Officer, Director · 5.50K acc. · $152,020
Officer, Director · 3.00K acc. · $90,270
Officer, Director · 3.96K acc. · $100,055
Officer, Director · 32.88K acc. · $813,730
Officer, Director · 200 acc. · $5,045
Officer, Director · 7.60K acc. · $213,104
Officer, Director · 85.52K acc. · $2.62M
Officer, Director · 262.19K acc. · $7.90M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología