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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
35,450,137
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +20,346,863.

Managers listing FSLY in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)8,636,789$251munder 0.1%Added+7,572,88515 May 2026 (the filing on sec.gov)
Two Sigma Investments LP5,614,247$163m0.13%Added+2,491,27615 May 2026 (the filing on sec.gov)
Capital World Investors3,754,537$109munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Point72 Asset Management LP3,150,321$92m0.12%Trimmed-404,43215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,624,057$76munder 0.1%Added+1,990,01915 May 2026 (the filing on sec.gov)
Jane Street Group LLC2,540,660$74munder 0.1%Added+2,479,29712 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,108,776$61munder 0.1%Added+1,947,75615 May 2026 (the filing on sec.gov)
Millennium Management LLC1,414,618$41munder 0.1%Added+1,009,97315 May 2026 (the filing on sec.gov)
Tudor Investment Corp1,036,479$30m0.06%Added+719,17615 May 2026 (the filing on sec.gov)
Invesco Ltd891,262$26munder 0.1%Added+483,11412 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC825,660$24munder 0.1%Added+156,58015 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC518,354$15munder 0.1%Trimmed-119,10014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC460,314$13munder 0.1%Trimmed-1,552,31615 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC326,745$9.5munder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC† Value as filed implies a price far from other filers'.315,147$8.6munder 0.1%Added+53,90515 May 2026 (the filing on sec.gov)
PDT Partners LLC290,072$8.4m0.50%Trimmed-543,34315 May 2026 (the filing on sec.gov)
Polen Capital Management LLC238,518$6.9munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Verition Fund Management LLC150,212$4.4munder 0.1%Trimmed-6,42015 May 2026 (the filing on sec.gov)
Walleye Capital LLC112,471$3.3munder 0.1%Added+43,06313 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP88,070$2.6munder 0.1%Added+20,93115 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd67,050$1.9munder 0.1%Added+13,90018 May 2026 (the filing on sec.gov)
Bridgewater Associates LP62,767$1.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP154,936$1.6munder 0.1%Added+16,92615 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP39,645$1.2munder 0.1%Trimmed-2,95915 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC17,441$503kunder 0.1%Added+23213 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (4)

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
Drawing every quarter on file…

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 →