Which funds own FSLY
Fastly Inc Class A A in the Q2 2026 filings. None of the 91 current managers lists it among its largest positions this quarter. What is here is what they held before selling out.
- Managers holding
- 0
- at least, of 91 current
- Combined value
- $0
- as reported
- Opened
- 0
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 5
- 5 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Neuberger Berman Group LLC · Long-only$9.5m held before
- PDT Partners LLC · Quantitative$8.4m held before
- Polen Capital Management LLC · Long-only$6.9m held before
- Verition Fund Management LLC · Multi-strategy$4.4m held before
- Bridgewater Associates LP · Macro$1.8m held before
Ownership through time
At least 3 of the 95 managers whose filings are on file listed FSLY in Q2 2026, against 2 in Q2 2019. 4 managers fewer than in Q1 2026: 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2019: 2
- Q3 2019: 1
- Q4 2019: 2
- Q1 2020: 4
- Q2 2020: 6
- Q3 2020: 7
- Q4 2020: 8
- Q1 2021: 5
- Q2 2021: 5
- Q3 2021: 9
- Q4 2021: 7
- Q1 2022: 7
- Q2 2022: 7
- Q3 2022: 6
- Q4 2022: 4
- Q1 2023: 8
- Q2 2023: 5
- Q3 2023: 6
- Q4 2023: 6
- Q1 2024: 2
- Q2 2024: 2
- Q3 2024: 2
- Q4 2024: 3
- Q1 2025: 4
- Q2 2025: 3
- Q3 2025: 2
- Q4 2025: 2
- Q1 2026: 7
- Q2 2026: 3
- Q2 2019: $14m
- Q3 2019: $9.6m
- Q4 2019: $40m
- Q1 2020: $54m
- Q2 2020: $611m
- Q3 2020: $722m
- Q4 2020: $591m
- Q1 2021: $384m
- Q2 2021: $276m
- Q3 2021: $109m
- Q4 2021: $165m
- Q1 2022: $116m
- Q2 2022: $77m
- Q3 2022: $56m
- Q4 2022: $66m
- Q1 2023: $119m
- Q2 2023: $94m
- Q3 2023: $174m
- Q4 2023: $146m
- Q1 2024: $16m
- Q2 2024: $16m
- Q3 2024: $16m
- Q4 2024: $25m
- Q1 2025: $22m
- Q2 2025: $11m
- Q3 2025: $8.1m
- Q4 2025: $26m
- Q1 2026: $486m
- Q2 2026: $384m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Capital World Investors3,754,537 to 8,228,136 shares+$82m
- D. E. Shaw & Co.2,624,057 to 6,616,726 shares+$73m
- Two Sigma Investments LP5,614,247 to 6,062,511 shares+$8.2m
Largest decreases, by shares
No manager on file sold part of it.
Left it
- PDT Partners LLCwas $8.4m
- Polen Capital Management LLCwas $6.9m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q1 2026 | $151m | $151m | |
| D. E. Shaw & Co. | Q2 2020 | $121m | $121m | |
| Two Sigma Investments LP | Q3 2020 | $163m | $111m | |
| Whale Rock Capital Management LLC | Q2 2019 | $553m | last listed Q2 2021 | |
| ARK Investment Management LLC | Q4 2020 | $99m | last listed Q1 2021 | |
| Coatue Management LLC | Q4 2021 | $93m | last listed Q4 2021 | |
| Point72 Asset Management LP | Q4 2022 | $92m | last listed Q1 2026 | |
| AllianceBernstein LP | Q3 2023 | $91m | last listed Q4 2023 | |
| Renaissance Technologies LLC | Q3 2020 | $63m | last listed Q3 2020 | |
| Jane Street Group LLC | Q3 2020 | $57m | last listed Q4 2020 | |
| Two Sigma Advisers LP | Q3 2020 | $39m | last listed Q4 2025 | |
| Tudor Investment Corp | Q1 2020 | $30m | last listed Q1 2026 | |
| Voloridge Investment Management LLC | Q3 2021 | $29m | last listed Q1 2025 |
What FSLY is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around FSLY →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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