GMT Capital’s Fastly Inc FSLY Stock Holding History

GMT Capital’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	$11M	Hold	598,800	–	–	0.57%	21
2026 Q1	$17.4M	Buy	+598,800	New	+$9.83M	0.79%	23
2025 Q4	–	Sell	-598,800	Closed	-$5.12M	–	52
2025 Q3	$5.12M	Hold	598,800	–	–	0.23%	33
2025 Q2	$4.23M	Hold	598,800	–	–	0.18%	37
2025 Q1	$3.79M	Hold	598,800	–	–	0.2%	39
2024 Q4	$5.65M	Hold	598,800	–	–	0.28%	31
2024 Q3	$4.53M	Hold	598,800	–	–	0.18%	38
2024 Q2	$4.41M	Buy	+598,800	New	+$5.86M	0.16%	37
2023 Q4	–	Sell	-598,800	Closed	-$11.5M	–	69
2023 Q3	$11.5M	Hold	598,800	–	–	0.43%	36
2023 Q2	$9.44M	Hold	598,800	–	–	0.36%	38
2023 Q1	$10.6M	Buy	+598,800	New	+$7.61M	0.42%	38
2022 Q4	–	Sell	-208,300	Closed	-$1.91M	–	73
2022 Q3	$1.91M	Buy	+208,300	New	+$2.22M	0.12%	68

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

GMT Capital's FSLY Position: Q2 2026 in Review

GMT Capital held its Fastly Inc (FSLY) position steady in Q2 2026 at 598,800 shares worth $11M. The position accounts for 0.57% of the portfolio, ranked #21.

GMT Capital first reported a position in FSLY in Q3 2022 and has held it in 12 quarters since. The position peaked at $17.4M in Q1 2026. 282 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

GMT Capital held 598,800 shares of Fastly Inc worth $11M as of Q2 2026.
GMT Capital left its Fastly Inc share count unchanged in Q2 2026.
Fastly Inc made up 0.57% of GMT Capital's portfolio in Q2 2026, its #21 holding.
GMT Capital first reported a position in Fastly Inc in Q3 2022 and has held it in 12 quarters since.
GMT Capital's Fastly Inc position peaked at $17.4M in Q1 2026.
282 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

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