Neo Ivy Capital Management’s Fastly Inc FSLY Stock Holding History

Neo Ivy 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
2026 Q2	$157K	Sell	8,567 -104,772	-92%	-$2.28M	0.04%	288
2026 Q1	$3.29M	Buy	+113,339	New	+$1.86M	0.87%	18
2023 Q4	–	Sell	-6,028	Closed	-$116K	–	350
2023 Q3	$116K	Buy	6,028 +4,210	+232%	+$82.2K	0.05%	249
2023 Q2	$29K	Buy	+1,818	New	+$27.8K	0.02%	264
2021 Q3	–	Sell	-1,034	Closed	-$62K	–	533
2021 Q2	$62K	Buy	+1,034	New	+$58.8K	0.06%	299
2021 Q1	–	Sell	-490	Closed	-$43K	–	525
2020 Q4	$43K	Sell	490 -431	-47%	-$38K	0.05%	318
2020 Q3	$86K	Buy	+921	New	+$79.9K	0.09%	304

Other funds holding FSLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Neo Ivy Capital Management's FSLY Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its Fastly Inc (FSLY) stake by 92% in Q2 2026, selling an estimated $2.28M and leaving 8,567 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #288.

Neo Ivy Capital Management first reported a position in FSLY in Q3 2020 and has held it in 7 quarters since. The position peaked at $3.29M in Q1 2026. 282 funds tracked by Wall St. Rank hold FSLY as of Q2 2026.

Neo Ivy Capital Management held 8,567 shares of Fastly Inc worth $157K as of Q2 2026.
Neo Ivy Capital Management sold 104,772 Fastly Inc shares in Q2 2026, an estimated $2.28M.
Fastly Inc made up 0.04% of Neo Ivy Capital Management's portfolio in Q2 2026, its #288 holding.
Neo Ivy Capital Management first reported a position in Fastly Inc in Q3 2020 and has held it in 7 quarters since.
Neo Ivy Capital Management's Fastly Inc position peaked at $3.29M in Q1 2026.
282 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.