Position in FSLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$83,574
+$82,848 QoQ
Shares Held
4,552
+18108.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 280 holders
Holding Since
Mar 2020
18 quarters on record
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. FSLY ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,540 | $7,110,646 | |
| 2 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 | |
| 3 | CRM |
Salesforce, Inc.
|
23,606 | $3,698,115 | |
| 4 | ADBE |
Adobe Inc.
|
16,922 | $3,469,348 | |
| 5 | DDOG |
Datadog, Inc.
|
10,042 | $2,614,535 | |
| 6 | DT |
Dynatrace, Inc.
|
35,338 | $1,551,691 | |
| 7 | MSTR |
Strategy Inc
|
10,278 | $893,466 | |
| 8 | INTU |
Intuit Inc.
|
2,467 | $643,887 |
All Filings in FSLY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,574 | 4,552 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $726 | 25 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $51,893 | 8,198 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $120,363 | 15,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,512 | 15,809 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $92,190 | 7,108 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $52,448 | 6,404 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,076 | 1,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,866 | 1,625 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $101,412 | 5,835 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $93,056 | 2,625 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $174,903 | 4,325 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $233,930 | 3,925 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $410,408 | 6,100 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $532,957 | 6,100 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $223,145 | 2,382 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $127,695 | 1,500 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $74,686 | 3,935 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||