MORGAN STANLEY

Position in FSLY — Fastly, Inc.

CIK 895421 NEW YORK, NY

Back to FSLY Full portfolio

Position in FSLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$38,309,880

-$4,103,097 QoQ

Shares Held

2,086,595

+43.0% QoQ

Ownership

1.31%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#21

of 280 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Common Shares in FSLY Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,108 across 179 Software - Application names. FSLY ranks #60 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

All Filings in FSLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,309,880	2,086,595	+43.0%	Shares	Defined	2026-08-13
2026-03-31	$42,412,977	1,459,497	-82.5%	Shares	Defined	2026-05-15
2025-12-31	$84,893,397	8,339,234	+14.7%	Shares	Defined	2026-05-27
2025-09-30	$62,141,498	7,268,012	-0.3%	Shares	Defined	2026-05-27
2025-06-30	$51,483,846	7,292,330	+4.6%	Shares	Defined	2025-08-15
2025-03-31	$44,148,884	6,974,548	+50.9%	Shares	Defined	2025-05-15
2024-12-31	$43,623,934	4,621,180	-68.9%	Shares	Defined	2025-05-15
2024-09-30	$112,337,622	14,839,845	+25.0%	Shares	Defined	2025-05-14
2024-06-30	$87,518,397	11,874,953	+47.1%	Shares	Defined	2025-05-14
2024-03-31	$104,673,755	8,070,452	+69.4%	Shares	Defined	2024-10-17
2023-12-31	$84,805,354	4,764,346	+5.5%	Shares	Defined	2024-08-16
2023-09-30	$86,577,716	4,516,313	+72.5%	Shares	Defined	2023-11-15
2023-06-30	$41,280,811	2,617,680	-6.6%	Shares	Defined	2023-08-14
2023-03-31	$49,765,718	2,802,124	-9.6%	Shares	Defined	2023-05-15
2022-12-31	$25,378,461	3,098,714	+28.9%	Shares	Defined	2023-02-14
2022-09-30	$22,015,690	2,403,460	-5.6%	Shares	Defined	2022-11-14
2022-06-30	$29,543,883	2,544,693	-13.4%	Shares	Defined	2022-10-27
2022-03-31	$51,089,863	2,939,578	-78.8%	Shares	Defined	2022-10-27
2021-12-31	$490,960,552	13,849,381	-1.0%	Shares	Defined	2022-02-14
2021-09-30	$565,978,461	13,995,511	+3.9%	Shares	Defined	2021-11-15
2021-06-30	$802,659,661	13,467,444	+3.0%	Shares	Defined	2021-08-23
2021-03-31	$879,424,613	13,071,115	+2.2%	Shares	Defined	2021-05-17
2020-12-31	$1,117,660,540	12,792,269	+68.2%	Shares	Defined	2021-02-16
2020-09-30	$712,539,725	7,606,103	+68.8%	Shares	Defined	2020-11-13
2020-06-30	$383,707,808	4,507,316	+56.3%	Shares	Defined	2020-08-14
2020-03-31	$54,721,349	2,883,106	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.