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	$4.36M	Hold	150,000	–	–	﹤0.01%	3105
2025 Q4	$1.53M	Hold	150,000	–	–	﹤0.01%	4174
2025 Q3	$1.28M	Hold	150,000	–	–	﹤0.01%	4419
2025 Q2	$1.06M	Hold	150,000	–	–	﹤0.01%	4359
2025 Q1	$950K	Sell	150,000 -167,200	-53%	-$1.4M	﹤0.01%	4381
2024 Q4	$2.99M	Buy	317,200 +17,200	+6%	+$143K	﹤0.01%	3312
2024 Q3	$2.27M	Sell	300,000 -2,400	-0.8%	-$16.7K	﹤0.01%	3592
2024 Q2	$2.23M	Sell	302,400 -1,900	-0.6%	-$18.6K	﹤0.01%	3452
2024 Q1	$3.95M	Sell	304,300 -148,700	-33%	-$2.51M	﹤0.01%	3116
2023 Q4	$8.06M	Sell	453,000 -1,600	-0.4%	-$27K	﹤0.01%	2374
2023 Q3	$8.71M	Buy	454,600 +145,100	+47%	+$2.83M	﹤0.01%	2177
2023 Q2	$4.88M	Sell	309,500 -38,200	-11%	-$585K	﹤0.01%	2697
2023 Q1	$6.17M	Buy	347,700 +47,700	+16%	+$606K	﹤0.01%	2417
2022 Q4	$2.46M	Buy	300,000 +277,000	+1,204%	+$2.43M	﹤0.01%	3402
2022 Q3	$211K	Sell	23,000 -4,400	-16%	-$46.8K	﹤0.01%	5625
2022 Q2	$318K	Buy	27,400 +4,400	+19%	+$62.1K	﹤0.01%	5311
2022 Q1	$400K	Hold	23,000	–	–	﹤0.01%	5299
2021 Q4	$815K	Hold	23,000	–	–	﹤0.01%	4607
2021 Q3	$930K	Hold	23,000	–	–	﹤0.01%	4770
2021 Q2	$1.37M	Sell	23,000 -235,000	-91%	-$13.4M	﹤0.01%	4363
2021 Q1	$17.4M	Buy	+258,000	New	+$22.2M	0.01%	1214

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.