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FSLY · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

FSLYMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FSLY
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterFSLYMSFT
Q3 20207 holders, $722m63 holders, $218bn
Q4 20208 holders, $591m66 holders, $228bn
Q1 20215 holders, $384m65 holders, $241bn
Q2 20215 holders, $276m62 holders, $273bn
Q3 20219 holders, $109m64 holders, $283bn
Q4 20217 holders, $165m65 holders, $336bn
Q1 20227 holders, $116m63 holders, $297bn
Q2 20227 holders, $77m67 holders, $245bn
Q3 20226 holders, $56m68 holders, $216bn
Q4 20224 holders, $66m62 holders, $217bn
Q1 20238 holders, $119m65 holders, $254bn
Q2 20235 holders, $94m69 holders, $304bn
Q3 20236 holders, $174m71 holders, $281bn
Q4 20236 holders, $146m66 holders, $333bn
Q1 20242 holders, $16m68 holders, $361bn
Q2 20242 holders, $16m67 holders, $374bn
Q3 20242 holders, $16m69 holders, $356bn
Q4 20243 holders, $25m70 holders, $338bn
Q1 20254 holders, $22m67 holders, $294bn
Q2 20253 holders, $11m65 holders, $401bn
Q3 20252 holders, $8.1m70 holders, $427bn
Q4 20252 holders, $26m68 holders, $411bn
Q1 20267 holders, $486m64 holders, $312bn
Q2 20263 holders, $384m60 holders, $291bn
FSLY

Fastly Inc

Holders
2
Reported value
$16m
Buyers
1
Sellers
2

Breadth -1 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
68
Reported value
$361bn
Buyers
21
Sellers
44

Breadth -23 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2024

Among the 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FSLY (0)

None.

Only MSFT (66)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, and 41 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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