Morgan Stanley
FSLY icon

Morgan Stanley’s Fastly Inc FSLY Stock Holding History

Morgan Stanley’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 		$42.4M Sell
1,459,497
-6,879,737
-82% -$113M ﹤0.01% 2276
2025
Q4 		$84.9M Buy
8,339,234
+1,071,222
+15% +$10.6M 0.01% 1588
2025
Q3 		$62.1M Sell
7,268,012
-24,318
-0.3% -$180K ﹤0.01% 1831
2025
Q2 		$51.5M Buy
7,292,330
+317,782
+5% +$2.13M ﹤0.01% 1907
2025
Q1 		$44.1M Buy
6,974,548
+2,353,368
+51% +$19.7M ﹤0.01% 1925
2024
Q4 		$43.6M Sell
4,621,180
-10,218,665
-69% -$84.9M ﹤0.01% 1956
2024
Q3 		$112M Buy
14,839,845
+2,964,892
+25% +$20.6M 0.01% 1161
2024
Q2 		$87.5M Buy
11,874,953
+3,804,501
+47% +$37.2M 0.01% 1273
2024
Q1 		$105M Sell
8,070,452
-1,458,240
-15% -$24.6M 0.01% 1163
2023
Q4 		$170M Buy
9,528,692
+5,012,379
+111% +$84.6M 0.01% 1281
2023
Q3 		$86.6M Buy
4,516,313
+1,898,633
+73% +$37M 0.01% 1150
2023
Q2 		$41.3M Sell
2,617,680
-184,444
-7% -$2.83M ﹤0.01% 1752
2023
Q1 		$49.8M Sell
2,802,124
-296,590
-10% -$3.77M 0.01% 1550
2022
Q4 		$25.4M Buy
3,098,714
+695,254
+29% +$6.09M ﹤0.01% 2106
2022
Q3 		$22M Sell
2,403,460
-141,233
-6% -$1.5M ﹤0.01% 2082
2022
Q2 		$29.5M Sell
2,544,693
-394,885
-13% -$5.57M ﹤0.01% 1863
2022
Q1 		$51.1M Sell
2,939,578
-10,909,803
-79% -$255M 0.01% 1291
2021
Q4 		$491M Sell
13,849,381
-146,130
-1% -$6.35M 0.06% 294
2021
Q3 		$566M Buy
13,995,511
+528,067
+4% +$24.4M 0.08% 239
2021
Q2 		$803M Buy
13,467,444
+396,329
+3% +$22.5M 0.11% 185
2021
Q1 		$879M Buy
13,071,115
+278,846
+2% +$24M 0.13% 167
2020
Q4 		$1.12B Buy
12,792,269
+5,186,166
+68% +$457M 0.17% 141
2020
Q3 		$713M Buy
7,606,103
+3,098,787
+69% +$269M 0.14% 159
2020
Q2 		$384M Buy
4,507,316
+1,624,210
+56% +$64M 0.08% 217
2020
Q1 		$54.7M Buy
2,883,106
+2,134,966
+285% +$44.1M 0.01% 705
2019
Q4 		$15M Buy
748,140
+616,809
+470% +$13M ﹤0.01% 1943
2019
Q3 		$3.15M Buy
131,331
+49,531
+61% +$1.17M ﹤0.01% 3366
2019
Q2 		$1.66M Buy
+81,800
New +$1.69M ﹤0.01% 3919

Other funds holding FSLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's FSLY Position: Q1 2026 in Review

Morgan Stanley reduced its Fastly Inc (FSLY) stake by 82% in Q1 2026, selling an estimated $113M and leaving 1,459,497 shares worth $42.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Morgan Stanley first reported a position in FSLY in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.12B in Q4 2020. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

  • Morgan Stanley held 1,459,497 shares of Fastly Inc worth $42.4M as of Q1 2026.
  • Morgan Stanley sold 6,879,737 Fastly Inc shares in Q1 2026, an estimated $113M.
  • Fastly Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2276 holding.
  • Morgan Stanley first reported a position in Fastly Inc in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Fastly Inc position peaked at $1.12B in Q4 2020.
  • 339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.