FSLY — FASTLY INC
As of Q2 2026, 35 SEC-registered investment managers reported holding FSLY (FASTLY INC) in their latest 13F filings, with a combined reported value of $1.48B across 83.09M shares. That is +18.2% by share count (+12.80M shares) versus the previous quarter, while reported value moved -24.9%. Ownership is concentrated: the five largest holders account for 59.6% of reported value and the top ten for 82.7%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 12 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FSLY is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 15.22M | $279.49M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 11.89M | $218.34M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 16.98M | $172.82M | 0.00% | Add |
| Capital World Investors history | Q2 2026 | 8.23M | $151.07M | 0.02% | Add |
| D. E. Shaw & Co history | Q2 2026 | 6.62M | $121.48M | 0.06% | Add |
| Two Sigma Investments history | Q2 2026 | 6.06M | $111.31M | 0.09% | Add |
| Coatue Management history | Q4 2021 | 2.63M | $93.36M | 0.43% | New |
| Legal & General Investment Management America history | Q2 2026 | 4.37M | $80.08M | 0.02% | Reduce |
| Citadel Advisors history | Q2 2026 | 4.17M | $76.59M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 3.91M | $71.81M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 3.50M | $64.18M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 2.68M | $49.23M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.52M | $46.32M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 2.09M | $38.31M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 1.75M | $32.22M | 0.00% | Add |
| Soros Fund Management history | Q1 2024 | 2.20M | $28.53M | 0.62% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.25M | $22.96M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 1.06M | $19.48M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 901.62K | $16.35M | 0.00% | New |
| MFS Investment Management history | Q2 2026 | 716.93K | $13.24M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 901.62K sh · $16.35M
- MFS Investment Management 716.93K sh · $13.24M
- Wellington Management Group 473.66K sh · $8.70M
- Principal Global Investors 11.72K sh · $215.11K
Fully Exited (vs previous quarter)
- Polen Capital Management sold 238.52K sh · $6.93M
- Janus Henderson Group sold 67.05K sh · $1.95M
- Bridgewater Associates sold 62.77K sh · $1.82M
- Marshall Wace sold 17.49K sh · $508.23K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.90M | 12.14M | 12.33M | 12.27M | 12.58M | 12.83M | 12.44M | 15.22M |
| Fidelity Management & Research (FMR) | 324 | 383 | 164.33K | 4.68K | 2.10K | 1.45M | 33.72M | 33.75M | 19.30M | 12.80M | 7.09K | 2.83K | 6.36K | 7.16K | 13.65K | 313.20K | 851.21K | 1.06M | 8.64M | 11.89M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.75M | 8.23M |
| D. E. Shaw & Co | 1.91M | 2.56M | 13.90M | 10.40M | 10.40M | 14.40M | 1.49M | 993.74K | 633.05K | 453.43K | 467.11K | 1.14M | 2.33M | 5.94M | 537.92K | 195.67K | 427.52K | 634.04K | 2.62M | 6.62M |
| Two Sigma Investments | 2.37M | 1.68M | 2.40M | 2.00M | 2.06M | 412.53K | 1.77M | 1.84M | 1.24M | 934.24K | 85.51K | 746.60K | 394.28K | 1.10M | 1.50M | 2.34M | 1.40M | 3.12M | 5.61M | 6.06M |
| Legal & General Investment Management America | 1.45M | 2.08M | 3.48M | 7.47M | 6.94M | 6.60M | 6.57M | 5.85M | 6.63M | 5.73M | 6.42M | 6.96M | 7.84M | 8.03M | 8.65M | 8.94M | 8.79M | 8.61M | 8.06M | 4.37M |
| Citadel Advisors | 2.36M | 3.32M | 4.13M | 3.48M | 2.87M | 2.37M | 2.76M | 2.94M | 1.17M | 1.27M | 2.90M | 1.77M | 1.90M | 1.48M | 2.10M | 1.44M | 1.16M | 2.53M | 3.79M | 4.17M |
| Geode Capital Management | 1.27M | 1.31M | 1.36M | 1.91M | 1.97M | 2.07M | 2.17M | 2.27M | 2.39M | 2.57M | 2.72M | 2.97M | 3.02M | 3.02M | 3.02M | 3.21M | 3.24M | 3.48M | 3.58M | 3.91M |
| UBS Group AG | 618.41K | 344.39K | 1.09M | 896.21K | 858.05K | 852.75K | 320.53K | 297.92K | 627.55K | 726.84K | 715.54K | 571.36K | 535.03K | 1.00K | 1.18M | 984.89K | 1.25M | 2.76M | 3.65M | 3.50M |
| Millennium Management | 36.81K | 211.22K | 645.72K | 1.25M | 34.57K | 549.29K | 1.91M | 461.16K | 549.98K | 695.84K | 753.16K | 566.92K | 300.00K | 510.81K | 235.75K | 810.50K | 646.00K | 2.76M | 1.56M | 2.68M |
| Goldman Sachs Group | 407.98K | 492.18K | 150.00K | 150.00K | 150.00K | 750.00K | 1.25M | 2.97M | 1.74M | 1.91M | 2.72M | 1.61M | 1.67M | 2.14M | 2.30M | 2.42M | 2.40M | 1.65M | 1.22M | 2.52M |
| Morgan Stanley | 14.00M | 13.85M | 2.54M | 2.54M | 2.40M | 3.10M | 2.80M | 2.62M | 4.52M | 4.76M | 450.00K | 450.00K | 14.84M | 4.62M | 6.97M | 7.29M | 7.27M | 8.34M | 1.46M | 2.09M |
| Northern Trust Corp | 495.70K | 503.12K | 500.83K | 1.04M | 1.03M | 1.06M | 1.09M | 1.17M | 1.24M | 1.25M | 1.23M | 1.17M | 1.23M | 1.58M | 1.53M | 1.51M | 1.56M | 1.52M | 1.65M | 1.75M |
| Charles Schwab Investment Management | 804.86K | 825.63K | 844.67K | 1.10M | 811.81K | 838.49K | 837.08K | 868.86K | 916.87K | 947.74K | 966.95K | 896.57K | 1.06M | 1.07M | 1.05M | 1.10M | 1.16M | 1.17M | 1.16M | 1.25M |
| Bank of America Corp | 391.32K | 431.25K | 129.51K | 22.00K | 340.00K | 150.60K | 656.40K | 31.00K | 1.76M | 1.30M | 46.00K | 546.00K | 267.50K | 109.44K | 100.00K | 100.00K | 100.00K | 100.00K | 1.27M | 1.06M |
| JPMorgan Chase & Co | 161.23K | 280.22K | 196.00K | 51.00K | 188.03K | 181.43K | 64.89K | 4.56M | 1.79M | 298.97K | 15.70K | 6.70K | 6.70K | 6.70K | 304.57K | 334.75K | 184.81K | 320.73K | — | 901.62K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 716.93K |
| BNY Mellon | 889.19K | 912.28K | 1.52M | 1.61M | 1.74M | 1.47M | 1.08M | 1.08M | 936.90K | 941.46K | 1.35M | 1.27M | 1.77M | 1.72M | 1.80M | 1.68M | 1.55M | 1.51M | 703.75K | 711.87K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | 164.77K | — | — | — | — | — | — | — | — | — | 473.66K |
| Deutsche Bank AG | 369.14K | 34.27K | 350.64K | 138.13K | 47.17K | 221.61K | 138.45K | 187.97K | 133.71K | 142.75K | 112.53K | 206.36K | 219.08K | 255.41K | 248.45K | 205.81K | 220.16K | 135.63K | 514.79K | 393.79K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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