Question 1

Which hedge funds and institutional investors hold FSLY?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for FSLY shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for FSLY whale holdings?

Accepted Answer

Conviction level reflects how significant FSLY is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to FSLY, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for FSLY?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about FSLY?

Accepted Answer

QoQ changes for FSLY show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Two Sigma	5.6M	$163.2M	0.1%	$123.9B
Capital World	3.8M	$109.1M	0.0%	$732.9B
State Street	3.3M	$94.6M	0.0%	$2896.4B
Point72	3.2M	$91.5M	0.1%	$78.1B
Citadel	2.5M	$72.1M	0.0%	$618.5B
DE Shaw	2.5M	$71.7M	0.0%	$166.3B
Millennium	1.4M	$41.1M	0.0%	$240.3B
Tudor	1.0M	$30.1M	0.1%	$53.9B
Citadel	849.3K	$24.7M	0.0%	$618.5B
Renaissance Tech	518.4K	$15.1M	0.0%	$63.9B
Geode Capital	498.7K	$14.5M	0.0%	$1607.5B
PDT Partners	290.1K	$8.4M	0.5%	$1.7B
Polen Capital	238.5K	$6.9M	0.0%	$14.5B
Gotham Asset	175.7K	$5.1M	0.0%	$32.7B
Tudor	170.1K	$4.9M	0.0%	$53.9B
Millennium	150.0K	$4.4M	0.0%	$240.3B
American Century	126.4K	$3.7M	0.0%	$194.3B
DFA	113.4K	$3.3M	0.0%	$481.4B
Citadel	81.2K	$2.4M	0.0%	$618.5B
Bridgewater	62.8K	$1.8M	0.0%	$22.4B
Tudor	57.3K	$1.7M	0.0%	$53.9B
Fidelity (FMR)	45.7K	$1.3M	0.0%	$1898.4B
Brevan Howard	39.6K	$1.2M	0.0%	$11.3B
Point72	29.2K	$849K	0.0%	$78.1B
Northern Trust	12.3K	$359K	—	$756.6B
Marshall Wace	11.0K	$319K	0.0%	$100.4B
Marshall Wace	3.4K	$99K	0.0%	$100.4B
Franklin Templeton	1.0K	$29K	—	$408.3B
Neuberger Berman (Eisman)	355	$10K	—	$131.4B
Marshall Wace	200	$6K	—	$100.4B
BlackRock	125	$4K	—	$5723.5B
Acadian	17.4K	$503	0.0%	$70.5M
AQR Capital	8	$219	—	$218.4B

FSLY

Who Holds FSLY

Changes This Quarter