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FSLY in the 13F filings

Fastly Inc · CUSIP 31188V100

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
16,801,869
combined, among listed positions
Reported value
$171m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,585,277.

Managers listing FSLY in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Point72 Asset Management LP3,554,753$36munder 0.1%Added+2,386,74217 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP3,122,971$32munder 0.1%Added+1,726,77617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,012,630$20munder 0.1%Added+1,343,73817 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,752,500$18munder 0.1%Added+1,077,30017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,063,904$11munder 0.1%Added+212,69317 Feb 2026 (the filing on sec.gov)
PDT Partners LLC833,415$8.5m0.55%Held017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC669,080$6.8munder 0.1%Added+281,08713 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC637,454$6.5munder 0.1%Added+268,21312 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.634,038$6.5munder 0.1%Added+206,52017 Feb 2026 (the filing on sec.gov)
Invesco Ltd408,148$4.2munder 0.1%Added+49,09319 Feb 2026 (the filing on sec.gov)
Millennium Management LLC404,645$4.1munder 0.1%Trimmed-91,35817 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp317,303$3.2munder 0.1%Added+301,70817 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC261,242$2.6munder 0.1%Trimmed-153,81117 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP254,696$2.6munder 0.1%Trimmed-970,42413 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc161,020$1.6munder 0.1%Added+4,91817 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC156,632$1.6munder 0.1%Added+16,54713 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP138,010$1.4munder 0.1%Trimmed-22417 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC69,408$707kunder 0.1%Added+48,63713 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP67,139$683kunder 0.1%Trimmed-397,07917 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC61,363$625kunder 0.1%Trimmed-18,75212 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd53,150$541kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP42,604$434kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Woodline Partners LP37,216$379kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Winton Group Ltd29,700$302kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP23,160$236kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0358102020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
FSLY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20192$14mn.a.n.a.
Q3 20191$9.6mn.a.n.a.
Q4 20192$40mn.a.n.a.
Q1 20204$54mn.a.n.a.
Q2 20206$611mn.a.n.a.
Q3 20207$722mn.a.n.a.
Q4 20208$591mn.a.n.a.
Q1 20215$384mn.a.n.a.
Q2 20215$276mn.a.n.a.
Q3 20219$109mn.a.n.a.
Q4 20217$165mn.a.n.a.
Q1 20227$116mn.a.n.a.
Q2 20227$77mn.a.n.a.
Q3 20226$56mn.a.n.a.
Q4 20224$66mn.a.n.a.
Q1 20238$119mn.a.n.a.
Q2 20235$94mn.a.n.a.
Q3 20236$174mn.a.n.a.
Q4 20236$146m24
Q1 20242$16m12
Q2 20242$16m20
Q3 20242$16m11
Q4 20243$25m30
Q1 20254$22m40
Q2 20253$11m21
Q3 20252$8.1m02
Q4 20252$26m1710
Q1 20267$486m1911
Q2 20263$384m1613

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

FSLY and GOOGL →FSLY and AMZN →FSLY and MSFT →Choose a stock to compare with FSLY →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own FSLY, latest filings →Back to the 13F Explorer →