Millennium Management’s Fastly Inc FSLY Stock Holding History

Millennium 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	$41.1M	Buy	1,414,618 +1,009,973	+250%	+$16.6M	0.02%	978
2025 Q4	$4.12M	Sell	404,645 -91,358	-18%	-$901K	﹤0.01%	3222
2025 Q3	$4.24M	Sell	496,003 -164,493	-25%	-$1.22M	﹤0.01%	3309
2025 Q2	$4.66M	Buy	660,496 +574,744	+670%	+$3.85M	﹤0.01%	3072
2025 Q1	$543K	Sell	85,752 -107,856	-56%	-$901K	﹤0.01%	4755
2024 Q4	$1.83M	Buy	+193,608	New	+$1.61M	﹤0.01%	3723
2024 Q3	–	Sell	-249,817	Closed	-$1.73M	–	6214
2024 Q2	$1.84M	Sell	249,817 -165,044	-40%	-$1.62M	﹤0.01%	3601
2024 Q1	$5.38M	Buy	414,861 +228,725	+123%	+$3.87M	﹤0.01%	2793
2023 Q4	$3.31M	Buy	186,136 +142,054	+322%	+$2.4M	﹤0.01%	3153
2023 Q3	$845K	Sell	44,082 -107,576	-71%	-$2.1M	﹤0.01%	4299
2023 Q2	$2.39M	Sell	151,658 -1,112,335	-88%	-$17M	﹤0.01%	3318
2023 Q1	$22.4M	Buy	1,263,993 +1,014,700	+407%	+$12.9M	0.01%	1258
2022 Q4	$2.04M	Buy	249,293 +237,725	+2,055%	+$2.08M	﹤0.01%	3546
2022 Q3	$106K	Sell	11,568 -1,206,420	-99%	-$12.8M	﹤0.01%	5942
2022 Q2	$14.1M	Buy	1,217,988 +595,264	+96%	+$8.4M	0.01%	1640
2022 Q1	$10.8M	Buy	622,724 +434,502	+231%	+$10.1M	0.01%	2078
2021 Q4	$6.67M	Buy	188,222 +174,414	+1,263%	+$7.58M	﹤0.01%	2601
2021 Q3	$558K	Sell	13,808 -419,756	-97%	-$19.4M	﹤0.01%	5249
2021 Q2	$25.8M	Buy	433,564 +423,034	+4,017%	+$24M	0.02%	993
2021 Q1	$708K	Sell	10,530 -17,862	-63%	-$1.54M	﹤0.01%	4528
2020 Q4	$2.48M	Buy	28,392 +16,153	+132%	+$1.42M	﹤0.01%	3067
2020 Q3	$1.15K	Sell	12,239 -55,477	-82%	-$4.81M	﹤0.01%	3041
2020 Q2	$5.76M	Sell	67,716 -95,468	-59%	-$3.76M	0.01%	1628
2020 Q1	$3.1M	Buy	163,184 +113,600	+229%	+$2.35M	0.01%	1708
2019 Q4	$995K	Buy	49,584 +19,274	+64%	+$406K	﹤0.01%	3006
2019 Q3	$727K	Buy	30,310 +10,072	+50%	+$237K	﹤0.01%	3040
2019 Q2	$410K	Buy	+20,238	New	+$417K	﹤0.01%	3361

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

Millennium Management's FSLY Position: Q1 2026 in Review

Millennium Management increased its Fastly Inc (FSLY) stake by 250% in Q1 2026, buying an estimated $16.6M and bringing the position to 1,414,618 shares worth $41.1M. The position accounts for 0.02% of the portfolio, ranked #978.

Millennium Management first reported a position in FSLY in Q2 2019 and has held it in 27 quarters since. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

Millennium Management held 1,414,618 shares of Fastly Inc worth $41.1M as of Q1 2026.
Millennium Management bought 1,009,973 Fastly Inc shares in Q1 2026, an estimated $16.6M.
Fastly Inc made up 0.02% of Millennium Management's portfolio in Q1 2026, its #978 holding.
Millennium Management first reported a position in Fastly Inc in Q2 2019 and has held it in 27 quarters since.
339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

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