Cliff Asness’s Fastly Inc FSLY Stock Holding History

Cliff Asness’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	$6.17M	Buy	336,786 +21,639	+7%	+$470K	﹤0.01%	1870
2026 Q1	$8.62M	Buy	315,147 +53,905	+21%	+$885K	﹤0.01%	1418
2025 Q4	$2.65M	Sell	261,242 -153,811	-37%	-$1.52M	﹤0.01%	1957
2025 Q3	$3.55M	Buy	415,053 +300,936	+264%	+$2.23M	﹤0.01%	1653
2025 Q2	$794K	Sell	114,117 -19,812	-15%	-$133K	﹤0.01%	2333
2025 Q1	$837K	Buy	+133,929	New	+$1.12M	﹤0.01%	2136
2024 Q1	–	Sell	-36,449	Closed	-$649K	–	2439
2023 Q4	$649K	Buy	36,449 +21,514	+144%	+$363K	﹤0.01%	1769
2023 Q3	$286K	Buy	+14,935	New	+$291K	﹤0.01%	2023
2021 Q3	–	Sell	-6,917	Closed	-$412K	–	2265
2021 Q2	$412K	Buy	6,917 +2,218	+47%	+$126K	﹤0.01%	1958
2021 Q1	$316K	Buy	4,699 +337	+8%	+$29K	﹤0.01%	1987
2020 Q4	$381K	Buy	+4,362	New	+$385K	﹤0.01%	1879

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

Cliff Asness's FSLY Position: Q2 2026 in Review

Cliff Asness increased its Fastly Inc (FSLY) stake by 6.9% in Q2 2026, buying an estimated $470K and bringing the position to 336,786 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Cliff Asness first reported a position in FSLY in Q4 2020 and has held it in 11 quarters since. The position peaked at $8.62M in Q1 2026. 281 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

Cliff Asness held 336,786 shares of Fastly Inc worth $6.17M as of Q2 2026.
Cliff Asness bought 21,639 Fastly Inc shares in Q2 2026, an estimated $470K.
Fastly Inc made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1870 holding.
Cliff Asness first reported a position in Fastly Inc in Q4 2020 and has held it in 11 quarters since.
Cliff Asness's Fastly Inc position peaked at $8.62M in Q1 2026.
281 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

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