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Semanteon Capital Management’s Fastly Inc FSLY Stock Holding History

Semanteon 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
2025
Q4 		– Sell
-24,393
Closed -$209K – 71
2025
Q3 		$209K Buy
+24,393
New +$181K 0.26% 165
2025
Q2 		– Sell
-37,300
Closed -$236K – 159
2025
Q1 		$236K Buy
+37,300
New +$312K 0.13% 211

Other funds holding FSLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Semanteon Capital Management's FSLY Position: Q4 2025 in Review

Semanteon Capital Management sold out of Fastly Inc (FSLY) in Q4 2025, closing a stake of 24,393 shares — an estimated $209K sold.

Semanteon Capital Management first reported a position in FSLY in Q1 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2025. 251 funds tracked by Wall St. Rank hold FSLY as of Q4 2025.

  • Semanteon Capital Management reported no remaining Fastly Inc position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 24,393 Fastly Inc shares in Q4 2025, an estimated $209K.
  • Semanteon Capital Management first reported a position in Fastly Inc in Q1 2025 and held it in 2 quarters.
  • Semanteon Capital Management's Fastly Inc position peaked at $236K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Fastly Inc as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.