Fuller & Thaler Asset Management
FSLY icon

Fuller & Thaler Asset Management’s Fastly Inc FSLY Stock Holding History

Fuller & Thaler Asset 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 		$62.8M Buy
2,160,547
+2,117,405
+4,908% +$34.8M 0.21% 158
2025
Q4 		$439K Buy
+43,142
New +$425K ﹤0.01% 451
2024
Q2 		– Sell
-132
Closed -$1.71K – 573
2024
Q1 		$1.71K Sell
132
-1,179,172
-100% -$19.9M ﹤0.01% 529
2023
Q4 		$21M Buy
1,179,304
+91,609
+8% +$1.55M 0.11% 200
2023
Q3 		$20.9M Buy
1,087,695
+87,063
+9% +$1.7M 0.12% 181
2023
Q2 		$15.8M Buy
1,000,632
+101,226
+11% +$1.55M 0.09% 200
2023
Q1 		$16M Buy
+899,406
New +$11.4M 0.09% 192
2020
Q3 		– Sell
-216,018
Closed -$18.4M – 514
2020
Q2 		$18.4M Buy
+216,018
New +$8.51M 0.24% 114

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

Fuller & Thaler Asset Management's FSLY Position: Q1 2026 in Review

Fuller & Thaler Asset Management increased its Fastly Inc (FSLY) stake by 4,908% in Q1 2026, buying an estimated $34.8M and bringing the position to 2,160,547 shares worth $62.8M. The position accounts for 0.21% of the portfolio, ranked #158.

Fuller & Thaler Asset Management first reported a position in FSLY in Q2 2020 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

  • Fuller & Thaler Asset Management held 2,160,547 shares of Fastly Inc worth $62.8M as of Q1 2026.
  • Fuller & Thaler Asset Management bought 2,117,405 Fastly Inc shares in Q1 2026, an estimated $34.8M.
  • Fastly Inc made up 0.21% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #158 holding.
  • Fuller & Thaler Asset Management first reported a position in Fastly Inc in Q2 2020 and has held it in 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.