TwinBeech Capital’s Fastly Inc FSLY Stock Holding History

TwinBeech Capital’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 Q2	–	Sell	-83,324	Closed	-$527K	–	765
2025 Q1	$527K	Buy	+83,324	New	+$696K	0.01%	571
2024 Q2	–	Sell	-167,540	Closed	-$2.17M	–	631
2024 Q1	$2.17M	Buy	+167,540	New	+$2.83M	0.04%	330
2023 Q4	–	Sell	-72,184	Closed	-$1.38M	–	731
2023 Q3	$1.38M	Buy	+72,184	New	+$1.41M	0.03%	450
2023 Q2	–	Sell	-96,526	Closed	-$1.71M	–	692
2023 Q1	$1.71M	Sell	96,526 -206,136	-68%	-$2.62M	0.03%	391
2022 Q4	$2.48M	Buy	+302,662	New	+$2.65M	0.05%	392
2022 Q3	–	Sell	-221,646	Closed	-$2.57M	–	690
2022 Q2	$2.57M	Buy	+221,646	New	+$3.13M	0.12%	191

Other funds holding FSLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TwinBeech Capital's FSLY Position: Q2 2025 in Review

TwinBeech Capital sold out of Fastly Inc (FSLY) in Q2 2025, closing a stake of 83,324 shares — an estimated $527K sold.

TwinBeech Capital first reported a position in FSLY in Q2 2022 and held it in 6 quarters. The position peaked at $2.57M in Q2 2022. 236 funds tracked by Wall St. Rank hold FSLY as of Q2 2025.

TwinBeech Capital reported no remaining Fastly Inc position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 83,324 Fastly Inc shares in Q2 2025, an estimated $527K.
TwinBeech Capital first reported a position in Fastly Inc in Q2 2022 and held it in 6 quarters.
TwinBeech Capital's Fastly Inc position peaked at $2.57M in Q2 2022.
236 funds tracked by Wall St. Rank held Fastly Inc as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.