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FSLY · AMZN 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.

FSLYAMZN
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
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterFSLYAMZN
Q3 20207 holders, $722m63 holders, $195bn
Q4 20208 holders, $591m65 holders, $198bn
Q1 20215 holders, $384m65 holders, $193bn
Q2 20215 holders, $276m66 holders, $221bn
Q3 20219 holders, $109m59 holders, $199bn
Q4 20217 holders, $165m66 holders, $209bn
Q1 20227 holders, $116m66 holders, $201bn
Q2 20227 holders, $77m58 holders, $125bn
Q3 20226 holders, $56m60 holders, $136bn
Q4 20224 holders, $66m56 holders, $93.6bn
Q1 20238 holders, $119m61 holders, $112bn
Q2 20235 holders, $94m64 holders, $144bn
Q3 20236 holders, $174m65 holders, $141bn
Q4 20236 holders, $146m69 holders, $172bn
Q1 20242 holders, $16m69 holders, $209bn
Q2 20242 holders, $16m70 holders, $224bn
Q3 20242 holders, $16m62 holders, $206bn
Q4 20243 holders, $25m68 holders, $250bn
Q1 20254 holders, $22m70 holders, $218bn
Q2 20253 holders, $11m71 holders, $253bn
Q3 20252 holders, $8.1m69 holders, $244bn
Q4 20252 holders, $26m74 holders, $280bn
Q1 20267 holders, $486m70 holders, $261bn
Q2 20263 holders, $384m72 holders, $305bn
FSLY

Fastly Inc

Holders
4
Reported value
$22m
Buyers
4
Sellers
0

Breadth +4 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
70
Reported value
$218bn
Buyers
39
Sellers
31

Breadth +8 among 95 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 72 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FSLY (2)

First Eagle Investment Management LLC, PDT Partners LLC

Only AMZN (68)

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, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, and 43 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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