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David Shaw’s Fastly Inc FSLY Stock Holding History

David Shaw’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
Q1 		– Sell
-50,000
Closed -$472K – 4410
2024
Q4 		$472K Hold
50,000
– – ﹤0.01% 3656
2024
Q3 		$379K Sell
50,000
-241,300
-83% -$1.67M ﹤0.01% 3861
2024
Q2 		$2.15M Hold
291,300
– – ﹤0.01% 2597
2024
Q1 		$3.78M Hold
291,300
– – ﹤0.01% 2112
2023
Q4 		$5.19M Sell
291,300
-147,000
-34% -$2.48M ﹤0.01% 1877
2023
Q3 		$8.4M Buy
438,300
+147,000
+50% +$2.87M 0.01% 1410
2023
Q2 		$4.59M Buy
291,300
+191,300
+191% +$2.93M ﹤0.01% 1909
2023
Q1 		$1.78M Buy
100,000
+88,300
+755% +$1.12M ﹤0.01% 2775
2022
Q4 		$95.8K Sell
11,700
-49,300
-81% -$432K ﹤0.01% 4370
2022
Q3 		$559K Sell
61,000
-151,600
-71% -$1.61M ﹤0.01% 3976
2022
Q2 		$2.47M Sell
212,600
-444,400
-68% -$6.27M ﹤0.01% 2888
2022
Q1 		$11.4M Sell
657,000
-367,000
-36% -$8.57M 0.01% 1485
2021
Q4 		$36.3M Sell
1,024,000
-40,000
-4% -$1.74M 0.03% 717
2021
Q3 		$43M Sell
1,064,000
-24,500
-2% -$1.13M 0.04% 602
2021
Q2 		$64.9M Buy
1,088,500
+301,000
+38% +$17.1M 0.06% 422
2021
Q1 		$53M Sell
787,500
-581,700
-42% -$50M 0.05% 465
2020
Q4 		$120M Buy
1,369,200
+443,100
+48% +$39.1M 0.11% 220
2020
Q3 		$86.8M Buy
926,100
+746,100
+415% +$64.8M 0.09% 255
2020
Q2 		$15.3M Buy
+180,000
New +$7.09M 0.02% 929

Other funds holding FSLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David Shaw's FSLY Position: Q2 2026 in Review

David Shaw increased its Fastly Inc (FSLY) stake by 152% in Q2 2026, buying an estimated $86.8M and bringing the position to 6,616,726 shares worth $121M. The position accounts for 0.06% of the portfolio, ranked #379.

David Shaw first reported a position in FSLY in Q3 2019 and has held it in 28 quarters since. 281 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

  • David Shaw held 6,616,726 shares of Fastly Inc worth $121M as of Q2 2026.
  • David Shaw bought 3,992,669 Fastly Inc shares in Q2 2026, an estimated $86.8M.
  • Fastly Inc made up 0.06% of David Shaw's portfolio in Q2 2026, its #379 holding.
  • David Shaw first reported a position in Fastly Inc in Q3 2019 and has held it in 28 quarters since.
  • 281 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.