Divisadero Street Capital Management’s Fastly Inc FSLY Stock Holding History

Divisadero Street 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	$31.1M	Buy	1,694,262 +1,469,262	+653%	+$31.9M	0.71%	34
2026 Q1	$6.54M	Buy	+225,000	New	+$3.69M	0.27%	56
2025 Q4	–	Sell	-2,476,487	Closed	-$21.2M	–	139
2025 Q3	$21.2M	Buy	+2,476,487	New	+$18.3M	0.92%	30
2024 Q1	–	Sell	-232,894	Closed	-$4.15M	–	66
2023 Q4	$4.15M	Buy	+232,894	New	+$3.93M	0.94%	29
2023 Q2	–	Sell	-455,000	Closed	-$8.08M	–	51
2023 Q1	$8.08M	Buy	+455,000	New	+$5.78M	3.54%	12
2022 Q3	–	Sell	-120,000	Closed	-$1.39M	–	53
2022 Q2	$1.39M	Sell	120,000 -94,000	-44%	-$1.33M	1.06%	31
2022 Q1	$3.72M	Buy	+214,000	New	+$5M	3.13%	13

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

Divisadero Street Capital Management's FSLY Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Fastly Inc (FSLY) stake by 653% in Q2 2026, buying an estimated $31.9M and bringing the position to 1,694,262 shares worth $31.1M. The position accounts for 0.71% of the portfolio, ranked #34.

Divisadero Street Capital Management first reported a position in FSLY in Q1 2022 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

Divisadero Street Capital Management held 1,694,262 shares of Fastly Inc worth $31.1M as of Q2 2026.
Divisadero Street Capital Management bought 1,469,262 Fastly Inc shares in Q2 2026, an estimated $31.9M.
Fastly Inc made up 0.71% of Divisadero Street Capital Management's portfolio in Q2 2026, its #34 holding.
Divisadero Street Capital Management first reported a position in Fastly Inc in Q1 2022 and has held it in 7 quarters since.
284 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

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