Position in FSLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$71,796,063
-$32,178,000 QoQ
Shares Held
3,910,461
+9.3% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 280 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $37,042,565,493 across 181 Software - Application names. FSLY ranks #50 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,812,652 | $3,305,840,967 | |
| 2 | CRM |
Salesforce, Inc.
|
19,814,297 | $3,104,107,767 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,184,139 | $2,696,351,049 | |
| 4 | ADP |
Automatic Data Processing Inc
|
11,955,019 | $2,677,326,504 | |
| 5 | DDOG |
Datadog, Inc.
|
9,536,964 | $2,483,043,946 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,274,498 | $2,409,972,160 | |
| 7 | ADBE |
Adobe Inc.
|
11,615,763 | $2,381,463,729 | |
| 8 | INTU |
Intuit Inc.
|
6,934,202 | $1,809,826,722 |
All Filings in FSLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,796,063 | 3,910,461 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $103,974,063 | 3,577,910 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,402,730 | 3,477,675 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $27,740,397 | 3,244,491 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,678,505 | 3,212,253 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,134,513 | 3,022,830 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,505,806 | 3,019,683 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,826,993 | 3,015,455 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $21,877,873 | 2,968,504 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $35,247,933 | 2,717,651 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $45,691,140 | 2,566,918 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $45,892,117 | 2,393,955 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,806,605 | 2,270,552 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $38,535,434 | 2,169,788 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,952,309 | 2,069,879 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,054,900 | 1,971,059 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,200,293 | 1,912,170 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,626,007 | 1,359,379 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $46,456,161 | 1,310,470 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $51,198,293 | 1,266,031 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $65,126,827 | 1,092,732 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $65,085,191 | 967,378 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $81,065,642 | 927,843 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $82,491,703 | 880,569 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $37,923,030 | 445,472 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,953,915 | 102,946 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||