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.
| # | 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 | ▲New +11.0M sh | 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 | ▲New +6.0M sh | 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 | $104.0M | 3.6M | ▲+2.9% Added · +100K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $94.6M | 3.3M | ▲+2.9% Added · +92K sh | Q1 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. | $62.8M | 2.2M | ▲50× Added · +2.1M sh | Q1 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 | Nuveen, LLC | $54.1M | 1.9M | ▲+7.7% Added · +133K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $48.1M | 1.7M | ▲+9.0% Added · +137K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $42.4M | 1.5M | ▼−82% Reduced · −6.9M sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $41.1M | 1.4M | ▲+250% Added · +1.0M sh | Q1 2026 | |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | $40.5M | 1.4M | ▲+37% Added · +377K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Lovett Scott R. | President, Go to Market | Sell (S) | 42K | $741K |
| Jun 16, 2026 | Lovett Scott R. | President, Go to Market | Sell (S) | 35K | $634K |
| Jun 3, 2026 | Loop Paula | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | ALVAREZ AIDA | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | Daniels Richard Devon | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | Hornik David | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | Meyers Charles J | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 1K | $22K |
| Jun 3, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 7K | $141K |
| Jun 3, 2026 | Bergman Artur | Chief Technology Officer, Director | Sell (S) | 100 | $2K |
| Jun 3, 2026 | Smith Vanessa C. | Director | Grant (A) | 10K | $0 |
| Jun 3, 2026 | PAISLEY CHRISTOPHER B | Director | Grant (A) | 10K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $38.8B |
| NVIDIA CORPNVDA | 98 funds | $56.7B |
| BROADCOM INCAVGO | 98 funds | $20.8B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $18.3B |
| MICRON TECHNOLOGY INCMU | 98 funds | $7.9B |
| AMAZON.COM INCAMZN | 97 funds | $32.1B |
| ALPHABET INC-CL AGOOGL | 97 funds | $25.9B |
| ELI LILLY & COLLY | 97 funds | $10.4B |
| MASTERCARD INC - AMA | 96 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $7.1B |
| LAM RESEARCH CORPLRCX | 95 funds | $4.5B |
| APPLE INCAAPL | 94 funds | $44.1B |
Ranked by how many of FSLY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.