Firsthand Capital Management’s Fastly Inc FSLY Stock Holding History

Firsthand 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
2025 Q3	–	Sell	-50,000	Closed	-$353K	–	50
2025 Q2	$353K	Hold	50,000	–	–	0.64%	27
2025 Q1	$317K	Hold	50,000	–	–	0.77%	25
2024 Q4	$472K	Hold	50,000	–	–	0.98%	25
2024 Q3	$379K	Buy	50,000 +30,000	+150%	+$208K	0.75%	28
2024 Q2	$1.66M	Sell	20,000 -30,000	-60%	-$294K	3.22%	14
2024 Q1	$649K	Hold	50,000	–	–	1.06%	26
2023 Q4	$890K	Hold	50,000	–	–	1.23%	22
2023 Q3	$959K	Hold	50,000	–	–	1.38%	21
2023 Q2	$789K	Hold	50,000	–	–	0.95%	23
2023 Q1	$888K	Hold	50,000	–	–	0.96%	21
2022 Q4	$410K	Hold	50,000	–	–	0.48%	29
2022 Q3	$458K	Hold	50,000	–	–	0.42%	29
2022 Q2	$581K	Hold	50,000	–	–	0.5%	27
2022 Q1	$869K	Buy	+50,000	New	+$1.17M	0.45%	27

Other funds holding FSLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Firsthand Capital Management's FSLY Position: Q3 2025 in Review

Firsthand Capital Management sold out of Fastly Inc (FSLY) in Q3 2025, closing a stake of 50,000 shares — an estimated $353K sold.

Firsthand Capital Management first reported a position in FSLY in Q1 2022 and held it in 14 quarters. The position peaked at $1.66M in Q2 2024. 238 funds tracked by Wall St. Rank hold FSLY as of Q3 2025.

Firsthand Capital Management reported no remaining Fastly Inc position as of Q3 2025 after selling out during the quarter.
Firsthand Capital Management sold 50,000 Fastly Inc shares in Q3 2025, an estimated $353K.
Firsthand Capital Management first reported a position in Fastly Inc in Q1 2022 and held it in 14 quarters.
Firsthand Capital Management's Fastly Inc position peaked at $1.66M in Q2 2024.
238 funds tracked by Wall St. Rank held Fastly Inc as of Q3 2025.

Based on Firsthand Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.