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Security record · archived quarter

FSLY

Fastly, Inc. · Technology · Software - Application

23.29 +1.3% mkt cap $3.64B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
113Tracked holders
+23Δ holders
103.49MShares held
$3.00BReported value
+27New positions
−4Exits
Strongly Rising Conviction score 80/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.6% · share flow +22.6% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 12.44M -3.1% $361.47M 0.0% ▼ Trim 4 SEC ↗
17 Fidelity (FMR) 8.64M +711.8% $250.99M 0.0% ▲ Add 4 SEC ↗
18 Fidelity (FMR) 8.64M +711.8% $250.99M 0.0% ▲ Add 4 SEC ↗
19 Fidelity (FMR) 8.64M +711.8% $250.99M 0.0% ▲ Add 4 SEC ↗
20 Fidelity (FMR) 8.64M +711.8% $250.99M 0.0% ▲ Add 4 SEC ↗
21 Fidelity (FMR) 8.64M +711.8% $250.99M 0.0% ▲ Add 4 SEC ↗
22 Legal & General Group Plc 8.06M -6.3% $234.22M 0.1% ▼ Trim 2 SEC ↗
23 Legal & General Group Plc 8.06M -6.3% $234.22M 0.1% ▼ Trim 2 SEC ↗
24 Legal & General Group Plc 8.06M -6.3% $234.22M 0.1% ▼ Trim 2 SEC ↗
25 First Trust Advisors Lp 7.03M +100.5% $204.35M 0.1% ▲ Add 2 SEC ↗
26 Vanguard Capital Management Llc 6.00M $174.28M 0.0% n/c 1 SEC ↗
27 Two Sigma Investments 5.61M +79.8% $163.15M 0.1% ▲ Add 8 SEC ↗
28 Voya Investment Management Llc 3.93M +285.6% $114.22M 0.1% ▲ Add 2 SEC ↗
29 Voya Investment Management Llc 3.93M +285.6% $114.22M 0.1% ▲ Add 2 SEC ↗
30 Capital World Investors 3.75M New $109.11M 0.0% New 1 SEC ↗
31 Geode Capital Management (passive) 3.58M +2.9% $103.99M 0.0% ▲ Add 8 SEC ↗
32 Geode Capital Management (passive) 3.58M +2.9% $103.99M 0.0% ▲ Add 8 SEC ↗
33 State Street Global Advisors (passive) 3.25M +2.9% $94.59M 0.0% ▲ Add 6 SEC ↗
34 Point72 Asset Management 3.15M -11.4% $91.55M 0.2% ▼ Trim 4 SEC ↗
35 Dimensional Fund Advisors Lp 2.74M +0.4% $79.62M 0.0% ▲ Add 2 SEC ↗
36 Dimensional Fund Advisors Lp 2.74M +0.4% $79.62M 0.0% ▲ Add 2 SEC ↗
37 Dimensional Fund Advisors Lp 2.74M +0.4% $79.62M 0.0% ▲ Add 2 SEC ↗
38 Dimensional Fund Advisors Lp 2.74M +0.4% $79.62M 0.0% ▲ Add 2 SEC ↗
39 Dimensional Fund Advisors Lp 2.74M +0.4% $79.62M 0.0% ▲ Add 2 SEC ↗
40 D. E. Shaw & Co. 2.62M +313.9% $76.26M 0.1% ▲ Add 8 SEC ↗
41 D. E. Shaw & Co. 2.62M +313.9% $76.26M 0.1% ▲ Add 8 SEC ↗
42 Jane Street Group, Llc 2.54M +4040.4% $73.83M 0.1% ▲ Add 2 SEC ↗
43 Jane Street Group, Llc 2.54M +4040.4% $73.83M 0.1% ▲ Add 2 SEC ↗
44 Jane Street Group, Llc 2.54M +4040.4% $73.83M 0.1% ▲ Add 2 SEC ↗
45 T. Rowe Price 2.11M +1209.6% $61.28M 0.0% ▲ Add 8 SEC ↗
46 T. Rowe Price 2.11M +1209.6% $61.28M 0.0% ▲ Add 8 SEC ↗
47 Nordea Investment Management Ab 2.06M New $55.97M 0.1% New 1 SEC ↗
48 Nordea Investment Management Ab 2.06M New $55.97M 0.1% New 1 SEC ↗
49 Nordea Investment Management Ab 2.06M New $55.97M 0.1% New 1 SEC ↗
50 Nordea Investment Management Ab 2.06M New $55.97M 0.1% New 1 SEC ↗
51 Nuveen, LLC 1.86M +7.7% $54.14M 0.0% ▲ Add 2 SEC ↗
52 Nuveen, LLC 1.86M +7.7% $54.14M 0.0% ▲ Add 2 SEC ↗
53 Nuveen, LLC 1.86M +7.7% $54.14M 0.0% ▲ Add 2 SEC ↗
54 Northern Trust Corp 1.65M +9.0% $48.09M 0.0% ▲ Add 2 SEC ↗
55 Northern Trust Corp 1.65M +9.0% $48.09M 0.0% ▲ Add 2 SEC ↗
56 Northern Trust Corp 1.65M +9.0% $48.09M 0.0% ▲ Add 2 SEC ↗
57 Northern Trust Corp 1.65M +9.0% $48.09M 0.0% ▲ Add 2 SEC ↗
58 Northern Trust Corp 1.65M +9.0% $48.09M 0.0% ▲ Add 2 SEC ↗
59 Hrt Financial Lp 1.55M New $44.91M 0.1% New 1 SEC ↗
60 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
61 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
62 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
63 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
64 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
65 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
66 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
67 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
68 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
69 Morgan Stanley 1.46M -82.5% $42.41M 0.0% ▼ Trim 3 SEC ↗
70 Millennium Management 1.41M +249.6% $41.11M 0.0% ▲ Add 6 SEC ↗
71 Connor, Clark & Lunn Investment… 1.39M +37.1% $40.50M 0.1% ▲ Add 2 SEC ↗
72 Bank Of America Corp /De/ 1.27M +166.2% $36.89M 0.0% ▲ Add 2 SEC ↗
73 Bank Of America Corp /De/ 1.27M +166.2% $36.89M 0.0% ▲ Add 2 SEC ↗
74 Bank Of America Corp /De/ 1.27M +166.2% $36.89M 0.0% ▲ Add 2 SEC ↗
75 Bank Of America Corp /De/ 1.27M +166.2% $36.89M 0.0% ▲ Add 2 SEC ↗
76 UBS Group AG 1.23M +148.4% $35.82M 0.0% ▲ Add 2 SEC ↗
77 UBS Group AG 1.23M +148.4% $35.82M 0.0% ▲ Add 2 SEC ↗
78 UBS Group AG 1.23M +148.4% $35.82M 0.0% ▲ Add 2 SEC ↗
79 Goldman Sachs Group 1.18M -28.8% $34.20M 0.0% ▼ Trim 3 SEC ↗
80 Goldman Sachs Group 1.18M -28.8% $34.20M 0.0% ▼ Trim 3 SEC ↗
81 Goldman Sachs Group 1.18M -28.8% $34.20M 0.0% ▼ Trim 3 SEC ↗
82 Charles Schwab Investment… 1.16M -0.7% $33.62M 0.0% ▼ Trim 2 SEC ↗
83 Tudor Investment Corp Et Al 1.04M +226.7% $30.12M 0.2% ▲ Add 2 SEC ↗
84 Invesco Ltd. 891.26K +118.4% $25.90M 0.0% ▲ Add 2 SEC ↗
85 Invesco Ltd. 891.26K +118.4% $25.90M 0.0% ▲ Add 2 SEC ↗
86 Invesco Ltd. 891.26K +118.4% $25.90M 0.0% ▲ Add 2 SEC ↗
87 Invesco Ltd. 891.26K +118.4% $25.90M 0.0% ▲ Add 2 SEC ↗
88 Squarepoint Ops LLC 825.66K +23.4% $23.99M 0.1% ▲ Add 2 SEC ↗
89 Bank of New York Mellon Corp 703.75K -53.5% $20.45M 0.0% ▼ Trim 2 SEC ↗
90 Bank of New York Mellon Corp 703.75K -53.5% $20.45M 0.0% ▼ Trim 2 SEC ↗
91 Bank of New York Mellon Corp 703.75K -53.5% $20.45M 0.0% ▼ Trim 2 SEC ↗
92 Bank of New York Mellon Corp 703.75K -53.5% $20.45M 0.0% ▼ Trim 2 SEC ↗
93 Bank of New York Mellon Corp 703.75K -53.5% $20.45M 0.0% ▼ Trim 2 SEC ↗
94 Renaissance Technologies 518.35K -18.7% $15.06M 0.0% ▼ Trim 4 SEC ↗
95 Deutsche Bank Ag\ 514.79K +279.6% $14.96M 0.0% ▲ Add 2 SEC ↗
96 Deutsche Bank Ag\ 514.79K +279.6% $14.96M 0.0% ▲ Add 2 SEC ↗
97 Deutsche Bank Ag\ 514.79K +279.6% $14.96M 0.0% ▲ Add 2 SEC ↗
98 Citadel Advisors 460.31K -77.1% $13.38M 0.0% ▼ Trim 8 SEC ↗
99 Citadel Advisors 460.31K -77.1% $13.38M 0.0% ▼ Trim 8 SEC ↗
100 Raymond James Financial Inc 448.84K +896.8% $11.63M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Alyeska Investment Group, L.P. $48.75M was 0.1%
Peak6 Llc $1.87M was 0.0%
Hsbc Holdings Plc $723,820 was 0.0%
Walleye Trading LLC $108,865 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 21 WONG RICHARD

Officer · 1.81K sh · $45,110

Aug 21 WONG RICHARD

Officer · 29.01K sh · $704,726

Aug 21 WONG RICHARD

Officer · 16.86K sh · $398,452

Aug 19 Bergman Artur

Officer, Director · 4.16K sh · $107,348

Aug 19 Compton Charles Lacey III

Officer, Director · 5.10K sh · $122,760

Aug 19 Compton Charles Lacey III

Officer, Director · 5.40K sh · $135,432

Aug 19 Compton Charles Lacey III

Officer, Director · 700 sh · $18,235

Aug 19 Bergman Artur

Officer, Director · 11.09K sh · $265,447

Aug 19 Bergman Artur

Officer, Director · 16.43K sh · $410,546

Aug 18 Lovett Scott R.

Officer · 14.94K sh · $427,170

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — Legal & General Group Plc

View original SEC filing ↗

Aug 12 SC 13G — Capital World Investors

View original SEC filing ↗

Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Jul 30 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API