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Free · no sign-up · Q2 2026

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.

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.

Managers on file listing it
059Q2 2019: 2Q3 2019: 1Q4 2019: 2Q1 2020: 420Q2 2020: 6Q3 2020: 7Q4 2020: 8Q1 2021: 521Q2 2021: 5Q3 2021: 9Q4 2021: 7Q1 2022: 722Q2 2022: 7Q3 2022: 6Q4 2022: 4Q1 2023: 823Q2 2023: 5Q3 2023: 6Q4 2023: 6Q1 2024: 224Q2 2024: 2Q3 2024: 2Q4 2024: 3Q1 2025: 425Q2 2025: 3Q3 2025: 2Q4 2025: 2Q1 2026: 726Q2 2026: 3
  • 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
Their combined reported value
$0$361m$722mQ2 2019: $14mQ3 2019: $9.6mQ4 2019: $40mQ1 2020: $54m20Q2 2020: $611mQ3 2020: $722mQ4 2020: $591mQ1 2021: $384m21Q2 2021: $276mQ3 2021: $109mQ4 2021: $165mQ1 2022: $116m22Q2 2022: $77mQ3 2022: $56mQ4 2022: $66mQ1 2023: $119m23Q2 2023: $94mQ3 2023: $174mQ4 2023: $146mQ1 2024: $16m24Q2 2024: $16mQ3 2024: $16mQ4 2024: $25mQ1 2025: $22m25Q2 2025: $11mQ3 2025: $8.1mQ4 2025: $26mQ1 2026: $486m26Q2 2026: $384m
  • 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

Largest decreases, by shares

No manager on file sold part of it.

ManagerValue over timeFirst listedLargestQ2 2026
Capital World InvestorsQ1 2026$151m$151m
D. E. Shaw & Co.Q2 2020$121m$121m
Two Sigma Investments LPQ3 2020$163m$111m
Whale Rock Capital Management LLCQ2 2019$553mlast listed Q2 2021
ARK Investment Management LLCQ4 2020$99mlast listed Q1 2021
Coatue Management LLCQ4 2021$93mlast listed Q4 2021
Point72 Asset Management LPQ4 2022$92mlast listed Q1 2026
AllianceBernstein LPQ3 2023$91mlast listed Q4 2023
Renaissance Technologies LLCQ3 2020$63mlast listed Q3 2020
Jane Street Group LLCQ3 2020$57mlast listed Q4 2020
Two Sigma Advisers LPQ3 2020$39mlast listed Q4 2025
Tudor Investment CorpQ1 2020$30mlast listed Q1 2026
Voloridge Investment Management LLCQ3 2021$29mlast 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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