268 tracked 13F filers disclose a position in FSLY as of the latest SEC 13F filings, a combined $3.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $361.5M | 12.4M | ▼−3.1% Reduced · −395K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $320.2M | 11.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | FMR LLC | $251.0M | 8.6M | ▲+712% Added · +7.6M sh | Q1 2026 | |
| 4 | Legal & General Group Plc | $234.2M | 8.1M | ▼−6.3% Reduced · −546K sh | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $204.3M | 7.0M | ▲+101% Added · +3.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $174.3M | 6.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $163.2M | 5.6M | ▲+80% Added · +2.5M sh | Q1 2026 | |
| 8 | VOYA INVESTMENT MANAGEMENT LLC | $114.2M | 3.9M | ▲+286% Added · +2.9M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $71.8M | 3.9M | ▲+9.3% Added · +333K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $64.9M | 3.5M | ▲+8.7% Added · +282K sh | Q2 2026 | |
| 11 | Point72 Asset Management, L.P. | $91.5M | 3.2M | ▼−11% Reduced · −404K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $79.6M | 2.7M | ▲+0.4% Added · +11K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $76.3M | 2.6M | ▲+314% Added · +2.0M sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $73.8M | 2.5M | ▲41× Added · +2.5M sh | Q1 2026 | |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | $40.2M | 2.2M | ▲+1.4% Added · +30K sh | Q2 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $61.3M | 2.1M | ▲13× Added · +1.9M sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | Withheld | 2.1M | ▲+80% Added · +917K sh | Q1 2026 | |
| 18 | NORDEA INVESTMENT MANAGEMENT AB | $56.0M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | $35.5M | 1.9M | ▲+39% Added · +541K sh | Q2 2026 | |
| 20 | Nuveen, LLC | $54.1M | 1.9M | ▲+7.7% Added · +133K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $48.1M | 1.7M | ▲+9.0% Added · +137K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $42.4M | 1.5M | ▼−82% Reduced · −6.9M sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $41.1M | 1.4M | ▲+250% Added · +1.0M sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $36.9M | 1.3M | ▲+166% Added · +792K sh | Q1 2026 | |
| 25 | UBS Group AG | $35.8M | 1.2M | ▲+148% Added · +737K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in FSLY and 29 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 147 funds | $309.2B |
| MICROSOFT CORPMSFT | 146 funds | $206.6B |
| AMAZON.COM INCAMZN | 143 funds | $152.4B |
| APPLE INCAAPL | 142 funds | $230.4B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $86.4B |
| ALPHABET INC-CL AGOOGL | 141 funds | $121.3B |
| MICRON TECHNOLOGY INCMU | 141 funds | $31.6B |
| COSTCO WHOLESALE CORPCOST | 138 funds | $28.9B |
| BROADCOM INCAVGO | 137 funds | $123.1B |
| ELI LILLY & COLLY | 137 funds | $62.8B |
| ADVANCED MICRO DEVICESAMD | 137 funds | $29.3B |
| ALPHABET INC-CL CGOOG | 136 funds | $99.7B |
Ranked by how many of FSLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Compton Charles Lacey III | CEO, Director | Sell (S) | 1K | $25K |
| Sep 1, 2026 | Compton Charles Lacey III | CEO, Director | Sell (S) | 19K | $415K |
| Sep 1, 2026 | Compton Charles Lacey III | CEO, Director | Sell (S) | 36K | $749K |
| Aug 31, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 6K | $143K |
| Aug 31, 2026 | Lovett Scott R. | President, Go to Market | Sell (S) | 20K | $451K |
| Aug 31, 2026 | Compton Charles Lacey III | CEO, Director | Sell (S) | 15K | $346K |
| Aug 31, 2026 | PAISLEY CHRISTOPHER B | Director | Sell (S) | 3K | $69K |
| Aug 27, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 851 | $20K |
| Aug 21, 2026 | WONG RICHARD | CFO | Sell (S) | 2K | $45K |
| Aug 21, 2026 | WONG RICHARD | CFO | Sell (S) | 29K | $705K |
| Aug 21, 2026 | WONG RICHARD | CFO | Sell (S) | 17K | $398K |
| Aug 19, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 4K | $107K |
| Class | 13F holders | Value held |
|---|---|---|
| FSLYthis pagecs | 268 funds | $3.3B |
| FSLY 7.75 06/01/28SDBCV | 6 funds | $250.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FSLY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FSLY/capital-change-brief"
Use Arkolith's capital_change_brief for FSLY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FSLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.