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Security record

FSLY

Fastly, Inc. · Technology · Software - Application

26.43 -9.8% mkt cap $4.14B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
98Tracked holders
-10Δ holders
114.95MShares held
$2.11BReported value
+8New positions
−20Exits
Stable Conviction score 51/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -9.3% · share flow +11.4% · net new positions -12.2% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 15.22M +22.4% $279.49M 0.0% ▲ Add 5 SEC ↗ ×16
2 Fidelity (FMR) ✦ 11.89M +37.7% $218.34M 0.0% ▲ Add 5 SEC ↗ ×5
3 Capital World Investors ✦ 8.23M +119.2% $151.07M 0.0% ▲ Add 2 SEC ↗
4 First Trust Advisors Lp 7.68M +9.2% $141.02M 0.1% ▲ Add 3 SEC ↗
5 D. E. Shaw & Co. ✦ 6.62M +152.2% $121.48M 0.1% ▲ Add 9 SEC ↗ ×2
6 Vanguard Capital Management Llc 6.31M +5.3% $115.94M 0.0% ▲ Add 2 SEC ↗
7 Two Sigma Investments ✦ 6.06M +8.0% $111.31M 0.1% ▲ Add 9 SEC ↗
8 Legal & General Group Plc 4.37M -45.8% $80.08M 0.0% ▼ Trim 3 SEC ↗ ×3
9 Geode Capital Management ✦ (passive) 3.91M +9.3% $71.81M 0.0% ▲ Add 9 SEC ↗ ×2
10 State Street Global Advisors ✦ (passive) 3.54M +8.7% $64.94M 0.0% ▲ Add 7 SEC ↗
11 Alyeska Investment Group, L.P. 3.17M New $58.12M 0.1% New 1 SEC ↗
12 Dimensional Fund Advisors Lp 3.06M +11.8% $56.26M 0.0% ▲ Add 3 SEC ↗ ×5
13 Jane Street Group, Llc 2.60M +2.3% $47.72M 0.0% ▲ Add 3 SEC ↗ ×2
14 Goldman Sachs Group ✦ 2.48M +111.0% $45.59M 0.0% ▲ Add 4 SEC ↗ ×3
15 Voya Investment Management Llc 2.44M -38.0% $44.76M 0.0% ▼ Trim 3 SEC ↗ ×2
16 T. Rowe Price ✦ 2.29M +8.6% $42.03M 0.0% ▲ Add 9 SEC ↗ ×2
17 Morgan Stanley ✦ 2.09M +43.0% $38.31M 0.0% ▲ Add 4 SEC ↗ ×14
18 Connor, Clark & Lunn Investment… 1.93M +38.8% $35.52M 0.1% ▲ Add 3 SEC ↗ ×2
19 Nuveen, LLC 1.82M -2.4% $33.39M 0.0% ▼ Trim 3 SEC ↗ ×4
20 Northern Trust Corp 1.75M +6.0% $32.22M 0.0% ▲ Add 3 SEC ↗ ×5
21 Millennium Management ✦ 1.52M +7.1% $27.82M 0.0% ▲ Add 7 SEC ↗
22 Charles Schwab Investment… 1.25M +8.1% $22.96M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 1.07M -12.8% $19.73M 0.0% ▼ Trim 3 SEC ↗ ×3
24 Bank Of America Corp /De/ 1.06M -16.4% $19.48M 0.0% ▼ Trim 3 SEC ↗ ×4
25 JPMorgan Chase ✦ 901.62K +118.2% $16.35M 0.0% ▲ Add 4 SEC ↗ ×8
26 Bnp Paribas Financial Markets 800.35K +352.6% $14.69M 0.0% ▲ Add 3 SEC ↗ ×2
27 Massachusetts Financial Services Co… 716.93K New $13.24M 0.0% New 1 SEC ↗ ×3
28 Bank of New York Mellon Corp 711.87K +1.1% $13.07M 0.0% ▲ Add 3 SEC ↗ ×7
29 Raymond James Financial Inc 687.24K +53.1% $12.62M 0.0% ▲ Add 3 SEC ↗ ×4
30 Susquehanna International Group, Llp 642.32K +629.3% $11.79M 0.0% ▲ Add 3 SEC ↗
31 Citadel Advisors ✦ 596.28K +29.5% $10.95M 0.0% ▲ Add 9 SEC ↗ ×2
32 Wellington Management ✦ 473.66K New $8.70M 0.0% New 1 SEC ↗ ×4
33 Squarepoint Ops LLC 459.28K -44.4% $8.43M 0.0% ▼ Trim 3 SEC ↗
34 Deutsche Bank Ag\ 393.79K -23.5% $7.23M 0.0% ▼ Trim 3 SEC ↗ ×5
35 Barclays Plc 375.96K +41.7% $6.90M 0.0% ▲ Add 3 SEC ↗ ×4
36 MIRAE ASSET GLOBAL ETFS HOLDINGS… 354.13K -9.1% $6.50M 0.0% ▼ Trim 3 SEC ↗
37 IMC-Chicago, LLC 341.21K +8.3% $6.26M 0.1% ▲ Add 3 SEC ↗
38 AQR Capital Management ✦ 336.79K +6.9% $6.17M 0.0% ▲ Add 6 SEC ↗ ×5
39 Renaissance Technologies ✦ 324.20K -37.5% $5.95M 0.0% ▼ Trim 5 SEC ↗
40 Alliancebernstein L.P. 198.25K +27.9% $5.76M 0.0% ▲ Add 3 SEC ↗
41 Invesco Ltd. 307.58K -65.5% $5.65M 0.0% ▼ Trim 3 SEC ↗ ×5
42 UBS AM, a distinct business unit of… 301.65K +8.2% $5.54M 0.0% ▲ Add 3 SEC ↗ ×9
43 Swiss National Bank 274.20K -2.4% $5.03M 0.0% ▼ Trim 3 SEC ↗
44 Russell Investments Group, Ltd. 252.03K +184.7% $4.63M 0.0% ▲ Add 3 SEC ↗ ×4
45 Franklin Resources Inc 213.04K +108.8% $3.91M 0.0% ▲ Add 3 SEC ↗ ×3
46 Rhumbline Advisers 195.25K +7.1% $3.58M 0.0% ▲ Add 3 SEC ↗
47 Universal- Beteiligungs- und… 192.62K +1559.8% $3.54M 0.0% ▲ Add 2 SEC ↗
48 Citigroup Inc 186.33K +72.1% $3.42M 0.0% ▲ Add 3 SEC ↗ ×2
49 Wells Fargo & Company/Mn 176.62K +37.8% $3.24M 0.0% ▲ Add 3 SEC ↗ ×4
50 Victory Capital Management Inc 165.61K +944.4% $3.04M 0.0% ▲ Add 3 SEC ↗
51 Tudor Investment Corp Et Al 164.33K -84.1% $3.02M 0.0% ▼ Trim 3 SEC ↗
52 Allianz Asset Management GmbH 149.41K +108.4% $2.74M 0.0% ▲ Add 2 SEC ↗ ×3
53 Pictet Asset Management Holding SA 132.55K +471.0% $2.43M 0.0% ▲ Add 3 SEC ↗
54 Group One Trading Llc 113.87K +43.1% $2.09M 0.1% ▲ Add 2 SEC ↗
55 Creative Planning 109.11K -27.8% $2.00M 0.0% ▼ Trim 3 SEC ↗ ×2
56 Zurcher Kantonalbank (Zurich… 93.52K +4.9% $1.72M 0.0% ▲ Add 3 SEC ↗
57 Prudential Financial Inc 84.85K -69.0% $1.56M 0.0% ▼ Trim 3 SEC ↗ ×2
58 Assenagon Asset Management S.A. 84.30K New $1.55M 0.0% New 1 SEC ↗ ×2
59 Sei Investments Co 78.87K -27.9% $1.45M 0.0% ▼ Trim 3 SEC ↗ ×2
60 Hrt Financial Lp 76.80K -95.0% $1.41M 0.0% ▼ Trim 2 SEC ↗
61 Manufacturers Life Insurance… 76.73K -5.0% $1.41M 0.0% ▼ Trim 3 SEC ↗
62 LPL Financial LLC 69.33K -10.4% $1.27M 0.0% ▼ Trim 3 SEC ↗
63 Mackenzie Financial Corp 59.16K New $1.09M 0.0% New 1 SEC ↗
64 Canada Pension Plan Investment Board 57.30K +59.2% $1.05M 0.0% ▲ Add 3 SEC ↗
65 Osaic Holdings, Inc. 56.74K -59.4% $1.04M 0.0% ▼ Trim 3 SEC ↗ ×2
66 Mirae Asset Global Investments Co.… 56.15K -49.2% $1.03M 0.0% ▼ Trim 3 SEC ↗
67 New York State Common Retirement… 53.83K +21.4% $988,356 0.0% ▲ Add 3 SEC ↗
68 Fifth Third Bancorp 42.61K -2.7% $782,266 0.0% ▼ Trim 2 SEC ↗
69 Royal Bank Of Canada 42.41K -39.5% $779,000 0.0% ▼ Trim 3 SEC ↗ ×4
70 Parallax Volatility Advisers, L.P. 41.27K -9.2% $757,644 0.0% ▼ Trim 2 SEC ↗
71 State Of Wisconsin Investment Board 39.87K +187.9% $732,013 0.0% ▲ Add 2 SEC ↗
72 State Board Of Administration Of… 33.85K 0.0% $621,559 0.0% Held 3 SEC ↗
73 Quantinno Capital Management LP 24.89K +4.0% $456,980 0.0% ▲ Add 3 SEC ↗
74 ProShare Advisors LLC 22.43K +4.3% $411,779 0.0% ▲ Add 3 SEC ↗
75 Bank Of Montreal /Can/ 22.28K -2.5% $409,061 0.0% ▼ Trim 2 SEC ↗ ×3
76 Captrust Financial Advisors 21.35K +16.4% $391,940 0.0% ▲ Add 2 SEC ↗
77 Wealth Enhancement Advisory… 19.28K +3.2% $377,639 0.0% ▲ Add 3 SEC ↗
78 Hsbc Holdings Plc 20.13K New $366,452 0.0% New 1 SEC ↗ ×2
79 Gotham Asset Management ✦ 19.31K -89.0% $354,550 0.0% ▼ Trim 4 SEC ↗
80 Ameriprise Financial Inc 18.35K -80.3% $336,888 0.0% ▼ Trim 2 SEC ↗ ×2
81 Blair William & Co/Il 12.13K +0.1% $222,688 0.0% ▲ Add 2 SEC ↗
82 Cibc World Market Inc. 11.90K -29.8% $218,502 0.0% ▼ Trim 2 SEC ↗
83 Mercer Global Advisors Inc /Adv 11.84K -74.0% $217,291 0.0% ▼ Trim 2 SEC ↗
84 American Century Companies Inc 11.74K -90.7% $215,546 0.0% ▼ Trim 3 SEC ↗
85 Principal Financial Group Inc 11.72K New $215,106 0.0% New 1 SEC ↗
86 Commonwealth Equity Services, Llc 10.51K -35.1% $192,870 0.0% ▼ Trim 3 SEC ↗
87 Ensign Peak Advisors, Inc 9.91K -22.9% $181,911 0.0% ▼ Trim 3 SEC ↗
88 National Bank Of Canada /Fi/ 8.89K -14.7% $162,932 0.0% ▼ Trim 3 SEC ↗
89 Jones Financial Companies Lllp 9.22K +6.3% $157,720 0.0% ▲ Add 3 SEC ↗
90 Mitsubishi UFJ Trust & Banking Corp 8.03K New $147,468 0.0% New 1 SEC ↗
91 Rockefeller Capital Management L.P. 3.92K +42.0% $71,990 0.0% ▲ Add 3 SEC ↗ ×3
92 BNP Paribas Asset Management… 2.22K -11.5% $40,814 0.0% ▼ Trim 3 SEC ↗
93 Pnc Financial Services Group, Inc. 964 -30.2% $17,699 0.0% ▼ Trim 3 SEC ↗
94 Federated Hermes, Inc. 906 -1.6% $16,634 0.0% ▼ Trim 3 SEC ↗
95 TD Waterhouse Canada Inc. 488 +0.6% $9,054 0.0% ▲ Add 3 SEC ↗
96 Optiver Holding B.V. 484 +9.0% $8,886 0.0% ▲ Add 2 SEC ↗
97 Us Bancorp \De\ 456 -95.4% $8,372 0.0% ▼ Trim 3 SEC ↗
98 Northwestern Mutual Wealth… 118 -75.0% $2,166 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Exited

Point72 Asset Management $91.55M was 0.2%
Nordea Investment Management… $55.97M was 0.1%
Neuberger Berman Group LLC $9.50M was 0.0%
Bridgewater Associates $1.82M was 0.0%
Tidal Investments LLC $1.63M was 0.0%
Amundi $1.41M was 0.0%
Simplex Trading, Llc $1.14M was 0.0%
Mariner, LLC $1.10M was 0.0%
Envestnet Asset Management Inc $756,252 was 0.0%
Cerity Partners LLC $523,749 was 0.0%
Nomura Holdings Inc $456,649 was 0.0%
Marshall Wace $319,341 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)

Sep 29 Bergman Artur

Officer, Director · 3.96K sh · $100,055

Sep 28 Bergman Artur

Officer, Director · 200 sh · $5,045

Sep 28 Bergman Artur

Officer, Director · 32.88K sh · $813,730

Sep 23 Bergman Artur

Officer, Director · 24.30K sh · $708,831

Sep 23 Bergman Artur

Officer, Director · 7.60K sh · $213,104

Sep 23 Bergman Artur

Officer, Director · 85.52K sh · $2.62M

Sep 23 Bergman Artur

Officer, Director · 262.19K sh · $7.90M

Sep 22 Bergman Artur

Officer, Director · 27.90K sh · $776,178

Sep 21 Bergman Artur

Officer, Director · 1.10K sh · $29,282

Sep 21 Bergman Artur

Officer, Director · 45.65K sh · $1.26M

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: Q2 2026 · Methodology · Get this via the API