Fastly, Inc.: which funds bought and sold
Institutions that bought and sold Fastly shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 148 institutions that filed 13F reports for both quarters added to or opened positions in Fastly, and 191 cut or closed them. Together they added a net 10.5M shares, +7.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 11.9M shares (+31.0%); index fund managers were net buyers of 2.9M shares (+7.1%). 49 opened a new position and 102 sold out entirely.
Bought, Q2 2026 148 institutions, 49 of them new holders Sold, Q2 2026 191 institutions, 102 of them sold out
Net change, all compared +10.5M shares (+7.6%)
Net change, active managers +11.9M shares (+31.0%), 23 bought, 26 sold
Buyers versus sellers
148 bought 38 191 sold
Active managers and hedge funds 23 bought · 26 sold · +11.9M
Index fund managers 9 bought · 2 sold · +2.9M
Other institutions 116 bought · 163 sold · −4.3M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +4.5M +119.2% | 8.2M | $151M |
| D. E. Shaw & Co., Inc. Hedge fund | +4.0M +152.2% | 6.6M | $121M |
| FMR LLC Active manager | +3.3M +37.7% | 11.9M | $218M |
| Alyeska Investment Group, L.P. Hedge fund | +3.2M New position | 3.2M | $58.1M |
| Blackrock, Inc. Index funds | +2.8M +22.4% | 15.2M | $279M |
| Driehaus Capital Management LLC Active manager | +1.7M +203.5% | 2.5M | $46.7M |
| Divisadero Street Capital Management, LP | +1.5M +653.0% | 1.7M | $31.1M |
| Goldman Sachs Group Inc | +1.3M +111.0% | 2.5M | $45.6M |
| Jupiter Asset Management Ltd Active manager | +1.1M +391.5% | 1.4M | $26.4M |
| Penserra Capital Management LLC | +1.1M +30.6% | 4.6M | $84.9M |
| Massachusetts Financial Services Co Active manager | +717K New position | 717K | $13.2M |
| Trexquant Investment LP Hedge fund | +677K +309.6% | 896K | $16.5M |
| First Trust Advisors LP | +649K +9.2% | 7.7M | $141M |
| Morgan Stanley | +627K +43.0% | 2.1M | $38.3M |
| BNP Paribas Financial Markets | +624K +352.6% | 800K | $14.7M |
| Susquehanna International Group, LLP | +554K +629.3% | 642K | $11.8M |
| Connor, Clark & Lunn Investment Management Ltd. | +541K +38.8% | 1.9M | $35.5M |
| Jpmorgan Chase & Co | +488K +118.2% | 902K | $16.3M |
| Wellington Management Group LLP Active manager | +474K New position | 474K | $8.7M |
| Two Sigma Investments, LP Hedge fund | +448K +8.0% | 6.1M | $111M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +4.5M +119.2% | 8.2M | $151M |
| D. E. Shaw & Co., Inc. Hedge fund | +4.0M +152.2% | 6.6M | $121M |
| FMR LLC Active manager | +3.3M +37.7% | 11.9M | $218M |
| Alyeska Investment Group, L.P. Hedge fund | +3.2M New position | 3.2M | $58.1M |
| Driehaus Capital Management LLC Active manager | +1.7M +203.5% | 2.5M | $46.7M |
| Jupiter Asset Management Ltd Active manager | +1.1M +391.5% | 1.4M | $26.4M |
| Massachusetts Financial Services Co Active manager | +717K New position | 717K | $13.2M |
| Trexquant Investment LP Hedge fund | +677K +309.6% | 896K | $16.5M |
| Wellington Management Group LLP Active manager | +474K New position | 474K | $8.7M |
| Two Sigma Investments, LP Hedge fund | +448K +8.0% | 6.1M | $111M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Legal & General Group PLC | −3.7M −45.8% | 4.4M | $80.1M |
| Point72 Asset Management, L.P. Hedge fund | −3.2M Sold out | 0 | — |
| T. Rowe Price Investment Management, Inc. Active manager | −2.1M Sold out | 0 | — |
| Nordea Investment Management AB | −2.1M Sold out | 0 | — |
| HRT Financial LP | −1.5M Sold out | 0 | — |
| Voya Investment Management LLC | −1.5M −38.0% | 2.4M | $44.8M |
| Vanguard Portfolio Management LLC Index funds | −1.2M −10.9% | 9.8M | $180M |
| Tudor Investment Corp Et Al Hedge fund | −872K −84.1% | 164K | $3M |
| Invesco Ltd. | −584K −65.5% | 308K | $5.6M |
| SG Americas Securities, LLC | −521K −76.0% | 164K | $3M |
| Berkshire Capital Holdings Inc | −404K −100.0% | 10 | $184 |
| Summit Partners Public Asset Management, LLC | −391K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −366K −44.4% | 459K | $8.4M |
| Algert Global LLC Hedge fund | −333K −36.0% | 591K | $10.9M |
| Neuberger Berman Group LLC Active manager | −327K Sold out | 0 | — |
| Masters Capital Management LLC Hedge fund | −300K Sold out | 0 | — |
| PDT Partners, LLC Hedge fund | −290K Sold out | 0 | — |
| Proem Advisors LLC | −259K Sold out | 0 | — |
| Tenzing Global Management, LLC | −250K Sold out | 0 | — |
| Polen Capital Management LLC Active manager | −239K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Point72 Asset Management, L.P. Hedge fund | −3.2M Sold out | 0 | — |
| T. Rowe Price Investment Management, Inc. Active manager | −2.1M Sold out | 0 | — |
| Tudor Investment Corp Et Al Hedge fund | −872K −84.1% | 164K | $3M |
| Squarepoint Ops LLC Hedge fund | −366K −44.4% | 459K | $8.4M |
| Algert Global LLC Hedge fund | −333K −36.0% | 591K | $10.9M |
| Neuberger Berman Group LLC Active manager | −327K Sold out | 0 | — |
| Masters Capital Management LLC Hedge fund | −300K Sold out | 0 | — |
| PDT Partners, LLC Hedge fund | −290K Sold out | 0 | — |
| Polen Capital Management LLC Active manager | −239K Sold out | 0 | — |
| Oberweis Asset Management Inc/ Active manager | −219K −20.4% | 852K | $15.6M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Alyeska Investment Group, L.P.Hedge fund | 3.2M | $58.1M |
| Massachusetts Financial Services CoActive manager | 717K | $13.2M |
| Wellington Management Group LLPActive manager | 474K | $8.7M |
| Pier Capital, LLC | 395K | $7.2M |
| Y-Intercept (Hong Kong) Ltd | 196K | $3.6M |
| Wolverine Asset Management LLC | 195K | $3.6M |
| Wesbanco Bank Inc | 90K | $1.7M |
| Assenagon Asset Management S.A. | 84K | $1.5M |
| Matauro, LLC | 81K | $1.5M |
| Firstwave Capital Management LLC | 73K | $1.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Point72 Asset Management, L.P.Hedge fund | 3.2M | $91.5M |
| T. Rowe Price Investment Management, Inc.Active manager | 2.1M | $59.9M |
| Nordea Investment Management AB | 2.1M | $56M |
| HRT Financial LP | 1.5M | $44.9M |
| Summit Partners Public Asset Management, LLC | 391K | $11.4M |
| Neuberger Berman Group LLCActive manager | 327K | $9.5M |
| Masters Capital Management LLCHedge fund | 300K | $8.7M |
| PDT Partners, LLCHedge fund | 290K | $8.4M |
| Proem Advisors LLC | 259K | $7.5M |
| Tenzing Global Management, LLC | 250K | $7.3M |
Who holds the shares
- Institutions reporting
- 281
- Ten largest holders
- 54.5% of 13F-reported shares
- Index fund managers
- 29.0% of 13F-reported shares
- Active managers and hedge funds
- 33.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 26 | 5 | 14 | +11.9M | +31.0% |
| Index fund managers | 9 | 2 | 0 | 0 | +2.9M | +7.1% |
| Other institutions | 116 | 163 | 44 | 88 | −4.3M | −7.3% |