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Intrinsic Edge Capital Management’s Fastly Inc FSLY Stock Holding History

Intrinsic Edge 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
2025
Q1 		– Sell
-936,169
Closed -$8.84M – 85
2024
Q4 		$8.84M Sell
936,169
-1,631,471
-64% -$13.6M 1.07% 34
2024
Q3 		$19.4M Buy
+2,567,640
New +$17.8M 2.35% 10
2021
Q1 		– Sell
-10,000
Closed -$874K – 239
2020
Q4 		$874K Buy
+10,000
New +$882K 0.06% 206
2020
Q1 		– Sell
-118,773
Closed -$2.38M – 175
2019
Q4 		$2.38M Buy
+118,773
New +$2.5M 0.3% 98

Other funds holding FSLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Intrinsic Edge Capital Management's FSLY Position: Q1 2025 in Review

Intrinsic Edge Capital Management sold out of Fastly Inc (FSLY) in Q1 2025, closing a stake of 936,169 shares — an estimated $8.84M sold.

Intrinsic Edge Capital Management first reported a position in FSLY in Q4 2019 and held it in 4 quarters. The position peaked at $19.4M in Q3 2024. 230 funds tracked by Wall St. Rank hold FSLY as of Q1 2025.

  • Intrinsic Edge Capital Management reported no remaining Fastly Inc position as of Q1 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 936,169 Fastly Inc shares in Q1 2025, an estimated $8.84M.
  • Intrinsic Edge Capital Management first reported a position in Fastly Inc in Q4 2019 and held it in 4 quarters.
  • Intrinsic Edge Capital Management's Fastly Inc position peaked at $19.4M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2025, filed 12 May 2025.