Bayesian Capital Management’s Fastly Inc FSLY Stock Holding History

Bayesian Capital 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
2026 Q2	$274K	Buy	+14,900	New	+$324K	0.18%	163
2025 Q1	–	Sell	-33,100	Closed	-$312K	–	729
2024 Q4	$312K	Buy	+33,100	New	+$275K	0.04%	478
2024 Q3	–	Sell	-72,200	Closed	-$532K	–	806
2024 Q2	$532K	Buy	+72,200	New	+$707K	0.06%	354
2023 Q2	–	Sell	-131,800	Closed	-$2.34M	–	885
2023 Q1	$2.34M	Buy	+131,800	New	+$1.67M	0.29%	96
2022 Q3	–	Sell	-25,400	Closed	-$295K	–	816
2022 Q2	$295K	Buy	+25,400	New	+$358K	0.05%	488

Other funds holding FSLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bayesian Capital Management's FSLY Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Fastly Inc (FSLY) in Q2 2026: 14,900 shares worth $274K. The stake represents 0.18% of the portfolio and ranks #163 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in FSLY as recently as Q4 2024.

Bayesian Capital Management first reported a position in FSLY in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.34M in Q1 2023. 283 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

Bayesian Capital Management held 14,900 shares of Fastly Inc worth $274K as of Q2 2026.
Fastly Inc was a new Bayesian Capital Management position in Q2 2026.
Fastly Inc made up 0.18% of Bayesian Capital Management's portfolio in Q2 2026, its #163 holding.
Bayesian Capital Management first reported a position in Fastly Inc in Q2 2022 and has held it in 5 quarters since.
Bayesian Capital Management's Fastly Inc position peaked at $2.34M in Q1 2023.
283 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.