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Conway Capital Management’s Fastly Inc FSLY Stock Holding History

Conway 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
Q1 		$291K Buy
+10,000
New +$164K 0.14% 34
2021
Q3 		– Sell
-7,530
Closed -$449K – 73
2021
Q2 		$449K Sell
7,530
-11,825
-61% -$672K 0.31% 46
2021
Q1 		$1.3M Sell
19,355
-4,950
-20% -$425K 0.97% 21
2020
Q4 		$2.12M Buy
+24,305
New +$2.14M 1.56% 12

Other funds holding FSLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Conway Capital Management's FSLY Position: Q1 2026 in Review

Conway Capital Management opened a new position in Fastly Inc (FSLY) in Q1 2026: 10,000 shares worth $291K. The stake represents 0.14% of the portfolio and ranks #34 among its holdings. This is a return to the name: Conway Capital Management previously reported a position in FSLY as recently as Q2 2021.

Conway Capital Management first reported a position in FSLY in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.12M in Q4 2020. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

  • Conway Capital Management held 10,000 shares of Fastly Inc worth $291K as of Q1 2026.
  • Fastly Inc was a new Conway Capital Management position in Q1 2026.
  • Fastly Inc made up 0.14% of Conway Capital Management's portfolio in Q1 2026, its #34 holding.
  • Conway Capital Management first reported a position in Fastly Inc in Q4 2020 and has held it in 4 quarters since.
  • Conway Capital Management's Fastly Inc position peaked at $2.12M in Q4 2020.
  • 339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Conway Capital Management's 13F filing for Q1 2026, filed 7 May 2026.