FASTLY INC

$FSLY
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Smart money positioned

11 of the Top-200 alpha managers hold $FSLY as of the latest 13F snapshot.

13F holders
9
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$FSLY is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.50%, with an average of 0.68% of portfolio. Largest holder: Coatue Management LLC at 4.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Coatue Management LLC Philippe Laffont
4.50% NEW
α +34.1pts
02
GM Advisory Group, LLC
2.07% ↑ +1.5pp
α +16.5pts
03
Scion Asset Management, LLC Michael Burry
0.31% NEW
α +12.7pts
04
Quarry Hill Advisors, LLC
0.30% NEW
α +11.4pts
05
Impact Partnership Wealth, LLC
0.13% NEW
α +10.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 9 of 9 · Source: 13F-HR
01
Vanguard Group Inc.
—
16,976,906 sh
02
Two Sigma
0.09% of portfolio
6,062,511 sh
03
State Street
—
3,537,037 sh
04
Gmt Capital Corp.
0.57% of portfolio
598,800 sh
05
Citadel
0.01% of portfolio
596,285 sh
06
Renaissance Technologies
0.01% of portfolio
324,200 sh
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
301,653 sh
08
Citigroup Inc.
—
186,331 sh
09
Tudor Investment Corp. Et Al
0.01% of portfolio
164,334 sh

Insider activity · last 90 days

50 transactions · 10 filers
11 Sep 2026
Unknown —
▼ SOLD
—
—
S
11 Sep 2026
Unknown —
▼ SOLD
—
—
S
10 Sep 2026
Unknown —
▼ SOLD
—
—
S
10 Sep 2026
Unknown —
▼ SOLD
—
—
S
08 Sep 2026
Unknown —
▼ SOLD
—
—
S
08 Sep 2026
Unknown —
▼ SOLD
—
—
S
08 Sep 2026
Unknown —
▼ SOLD
—
—
S
04 Sep 2026
Unknown —
▼ SOLD
—
—
S
02 Sep 2026
Unknown —
▼ SOLD
—
—
S
02 Sep 2026
Unknown —
▼ SOLD
—
—
S
02 Sep 2026
Unknown —
▼ SOLD
—
—
S
02 Sep 2026
Unknown —
▼ SOLD
—
—
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FSLY in the recent window.

Convergence · $FSLY

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 17:08 UTC.