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 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	-240,000	Closed	-$2.79M	–	54
2022 Q2	$2.79M	Buy	240,000 +26,000	+12%	+$367K	1%	32
2022 Q1	$3.72M	Buy	+214,000	New	+$5M	3.13%	13

Other funds holding FSLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divisadero Street Capital Management's FSLY Position: Q1 2026 in Review

Divisadero Street Capital Management opened a new position in Fastly Inc (FSLY) in Q1 2026: 225,000 shares worth $6.54M. The stake represents 0.27% of the portfolio and ranks #56 among its holdings. This is a return to the name: Divisadero Street Capital Management previously reported a position in FSLY as recently as Q3 2025.

Divisadero Street Capital Management first reported a position in FSLY in Q1 2022 and has held it in 6 quarters since. The position peaked at $21.2M in Q3 2025. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

Divisadero Street Capital Management held 225,000 shares of Fastly Inc worth $6.54M as of Q1 2026.
Fastly Inc was a new Divisadero Street Capital Management position in Q1 2026.
Fastly Inc made up 0.27% of Divisadero Street Capital Management's portfolio in Q1 2026, its #56 holding.
Divisadero Street Capital Management first reported a position in Fastly Inc in Q1 2022 and has held it in 6 quarters since.
Divisadero Street Capital Management's Fastly Inc position peaked at $21.2M in Q3 2025.
339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.