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John Overdeck’s Fastly Inc FSLY Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-167,800
Closed -$5.95M – 3261
2021
Q4 		$5.95M Sell
167,800
-200,800
-54% -$8.73M 0.01% 1092
2021
Q3 		$14.9M Buy
368,600
+277,700
+306% +$12.8M 0.03% 589
2021
Q2 		$5.42M Sell
90,900
-14,000
-13% -$796K 0.01% 1146
2021
Q1 		$7.06M Buy
104,900
+44,400
+73% +$3.82M 0.02% 869
2020
Q4 		$5.29M Sell
60,500
-96,100
-61% -$8.47M 0.02% 901
2020
Q3 		$14.7M Buy
+156,600
New +$13.6M 0.05% 386

Other funds holding FSLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's FSLY Position: Q2 2026 in Review

John Overdeck increased its Fastly Inc (FSLY) stake by 8% in Q2 2026, buying an estimated $9.74M and bringing the position to 6,062,511 shares worth $111M. The position accounts for 0.08% of the portfolio, ranked #282.

John Overdeck first reported a position in FSLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $163M in Q1 2026. 281 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

  • John Overdeck held 6,062,511 shares of Fastly Inc worth $111M as of Q2 2026.
  • John Overdeck bought 448,264 Fastly Inc shares in Q2 2026, an estimated $9.74M.
  • Fastly Inc made up 0.08% of John Overdeck's portfolio in Q2 2026, its #282 holding.
  • John Overdeck first reported a position in Fastly Inc in Q4 2019 and has held it in 25 quarters since.
  • John Overdeck's Fastly Inc position peaked at $163M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.