Position in FSLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,209,887
-$22,575,608 QoQ
Shares Held
2,190,081
+1.4% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#20
of 280 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $779,696,698 across 22 Software - Application names. FSLY ranks #10 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
1,030,226 | $93,626,938 | |
| 2 | NATL |
NCR Atleos Corp
|
2,011,636 | $87,325,118 | |
| 3 | DAVE |
Dave Inc./DE
|
205,552 | $76,586,619 | |
| 4 | BILL |
BILL Holdings, Inc.
|
2,053,400 | $74,250,944 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
899,655 | $63,614,605 | |
| 6 | NAVN |
Navan, Inc.
|
2,431,172 | $55,600,903 | |
| 7 | DT |
Dynatrace, Inc.
|
1,225,311 | $53,803,406 | |
| 8 | FIG |
Figma, Inc.
|
2,542,982 | $46,002,544 |
All Filings in FSLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,209,887 | 2,190,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $62,785,495 | 2,160,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $439,185 | 43,142 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $1,712 | 132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,991,611 | 1,179,304 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,851,113 | 1,087,695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,779,966 | 1,000,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,973,450 | 899,406 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $18,389,612 | 216,018 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||