Balyasny Asset Management
FSLY icon

Balyasny Asset Management’s Fastly Inc FSLY Stock Holding History

Balyasny Asset Management’s Portfolio FSLY Stock Details FSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,000
Closed -$103K – 3244
2025
Q3 		$103K Buy
+12,000
New +$88.9K ﹤0.01% 2787
2024
Q3 		– Sell
-85,600
Closed -$631K – 2881
2024
Q2 		$631K Buy
85,600
+58,000
+210% +$568K ﹤0.01% 1966
2024
Q1 		$358K Buy
+27,600
New +$467K ﹤0.01% 2191

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's FSLY Position: Q4 2025 in Review

Balyasny Asset Management sold out of Fastly Inc (FSLY) in Q4 2025, closing a stake of 16,833 shares — an estimated $144K sold.

Balyasny Asset Management first reported a position in FSLY in Q1 2020 and held it in 15 quarters. The position peaked at $9.38M in Q2 2025. 251 funds tracked by Wall St. Rank hold FSLY as of Q4 2025.

  • Balyasny Asset Management reported no remaining Fastly Inc position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 16,833 Fastly Inc shares in Q4 2025, an estimated $144K.
  • Balyasny Asset Management first reported a position in Fastly Inc in Q1 2020 and held it in 15 quarters.
  • Balyasny Asset Management's Fastly Inc position peaked at $9.38M in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Fastly Inc as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.