Gotham Asset Management’s Fastly Inc FSLY Stock Holding History

Gotham 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	$5.11M	Buy	175,679 +113,344	+182%	+$1.86M	0.02%	865
2025 Q4	$635K	Buy	62,335 +46,572	+295%	+$459K	﹤0.01%	1376
2025 Q3	$135K	Buy	+15,763	New	+$117K	﹤0.01%	1640
2024 Q1	–	Sell	-13,441	Closed	-$239K	–	1410
2023 Q4	$239K	Sell	13,441 -1,159	-8%	-$19.6K	﹤0.01%	1195
2023 Q3	$280K	Buy	+14,600	New	+$285K	0.01%	1138
2023 Q2	–	Sell	-20,583	Closed	-$366K	–	1342
2023 Q1	$366K	Buy	+20,583	New	+$262K	0.01%	1066
2020 Q3	–	Sell	-6,822	Closed	-$581K	–	1066
2020 Q2	$581K	Buy	+6,822	New	+$269K	0.02%	707

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

Gotham Asset Management's FSLY Position: Q1 2026 in Review

Gotham Asset Management increased its Fastly Inc (FSLY) stake by 182% in Q1 2026, buying an estimated $1.86M and bringing the position to 175,679 shares worth $5.11M. The position accounts for 0.02% of the portfolio, ranked #865.

Gotham Asset Management first reported a position in FSLY in Q2 2020 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

Gotham Asset Management held 175,679 shares of Fastly Inc worth $5.11M as of Q1 2026.
Gotham Asset Management bought 113,344 Fastly Inc shares in Q1 2026, an estimated $1.86M.
Fastly Inc made up 0.02% of Gotham Asset Management's portfolio in Q1 2026, its #865 holding.
Gotham Asset Management first reported a position in Fastly Inc in Q2 2020 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.