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 Q2	$40.2M	Buy	2,190,081 +29,534	+1%	+$642K	0.11%	248
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 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

Fuller & Thaler Asset Management's FSLY Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Fastly Inc (FSLY) stake by 1.4% in Q2 2026, buying an estimated $642K and bringing the position to 2,190,081 shares worth $40.2M. The position accounts for 0.11% of the portfolio, ranked #248.

Fuller & Thaler Asset Management first reported a position in FSLY in Q2 2020 and has held it in 9 quarters since. The position peaked at $62.8M in Q1 2026. 283 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

Fuller & Thaler Asset Management held 2,190,081 shares of Fastly Inc worth $40.2M as of Q2 2026.
Fuller & Thaler Asset Management bought 29,534 Fastly Inc shares in Q2 2026, an estimated $642K.
Fastly Inc made up 0.11% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #248 holding.
Fuller & Thaler Asset Management first reported a position in Fastly Inc in Q2 2020 and has held it in 9 quarters since.
Fuller & Thaler Asset Management's Fastly Inc position peaked at $62.8M in Q1 2026.
283 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.