Graham Capital Management’s Fastly Inc FSLY Stock Holding History

Graham 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
2026 Q1	$293K	Sell	10,074 -29,261	-74%	-$480K	0.01%	820
2025 Q4	$400K	Buy	+39,335	New	+$388K	0.01%	723
2025 Q3	–	Sell	-13,742	Closed	-$97K	–	1382
2025 Q2	$97K	Buy	+13,742	New	+$92.1K	﹤0.01%	1202
2024 Q2	–	Sell	-98,402	Closed	-$1.28M	–	1142
2024 Q1	$1.28M	Buy	98,402 +56,275	+134%	+$951K	0.02%	350
2023 Q4	$750K	Buy	+42,127	New	+$711K	0.02%	465
2023 Q1	–	Sell	-69,238	Closed	-$567K	–	1147
2022 Q4	$567K	Buy	+69,238	New	+$606K	0.02%	729
2022 Q2	–	Sell	-23,913	Closed	-$415K	–	1089
2022 Q1	$415K	Buy	+23,913	New	+$558K	0.01%	622

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

Graham Capital Management's FSLY Position: Q1 2026 in Review

Graham Capital Management reduced its Fastly Inc (FSLY) stake by 74% in Q1 2026, selling an estimated $480K and leaving 10,074 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #820.

Graham Capital Management first reported a position in FSLY in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2024. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

Graham Capital Management held 10,074 shares of Fastly Inc worth $293K as of Q1 2026.
Graham Capital Management sold 29,261 Fastly Inc shares in Q1 2026, an estimated $480K.
Fastly Inc made up 0.01% of Graham Capital Management's portfolio in Q1 2026, its #820 holding.
Graham Capital Management first reported a position in Fastly Inc in Q1 2022 and has held it in 7 quarters since.
Graham Capital Management's Fastly Inc position peaked at $1.28M in Q1 2024.
339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

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