$FSLY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.62%, with an average of 0.30% of portfolio. Largest holder: Seldon Capital LP at 1.62%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
FASTLY INC
13F holders
327
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 327 · Source: 13F-HR01
US Bancorp De
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02
Solus Alternative Asset Management LP
—
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03
Exor N.V.
—
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04
Softbank Group Corp.
—
—
05
Independent Investors Inc.
—
—
06
Brightline Capital Management, LLC
—
—
07
Leuthold Group, LLC
—
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08
Bahl & Gaynor Inc.
—
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09
Axa S.a.
—
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10
Northeast Financial Consultants Inc
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Seldon Capital LP
1.62% NEW
α +20.5pts
02
D L Carlson Investment Group Inc.
1.06% NEW
α +17.7pts
03
Gmt Capital Corp.
0.79% NEW
α +30.6pts
04
Connor, Clark & Lunn Investment Management Ltd.
0.09% held
α +12.3pts
05
Caption Management, LLC
0.02% held
α +15.5pts
06
Focused Wealth Management, Inc
0.02% held
α +19.2pts
07
RFG Advisory, LLC
0.01% held
α +16.2pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
09
Citigroup Inc.
0.00% held
α +26.3pts
10
Level Financial Advisors
0.00% held
α +30.9pts
11
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
12
Quarry LP
0.00% held
α +10.6pts
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.
Insider activity · last 90 days
50 transactions · 4 filersTransaction 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 · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $FSLY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $FSLY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:27 UTC.