Two Sigma Investments
FSLY icon

Two Sigma Investments’s Fastly Inc FSLY Stock Holding History

Two Sigma Investments’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 		$163M Buy
5,614,247
+2,491,276
+80% +$40.9M 0.13% 178
2025
Q4 		$31.8M Buy
3,122,971
+1,726,776
+124% +$17M 0.04% 510
2025
Q3 		$11.9M Sell
1,396,195
-948,652
-40% -$7.02M 0.02% 861
2025
Q2 		$16.6M Buy
2,344,847
+843,406
+56% +$5.65M 0.03% 618
2025
Q1 		$9.5M Buy
1,501,441
+400,112
+36% +$3.34M 0.02% 789
2024
Q4 		$10.4M Buy
1,101,329
+707,053
+179% +$5.87M 0.02% 737
2024
Q3 		$2.98M Sell
394,276
-352,321
-47% -$2.44M 0.01% 1405
2024
Q2 		$5.5M Buy
746,597
+661,084
+773% +$6.47M 0.01% 964
2024
Q1 		$1.11M Sell
85,513
-848,731
-91% -$14.3M ﹤0.01% 1894
2023
Q4 		$16.6M Sell
934,244
-300,786
-24% -$5.08M 0.04% 471
2023
Q3 		$23.7M Sell
1,235,030
-604,388
-33% -$11.8M 0.06% 342
2023
Q2 		$29M Buy
1,839,418
+64,481
+4% +$988K 0.07% 321
2023
Q1 		$31.5M Buy
1,774,937
+1,362,406
+330% +$17.3M 0.09% 267
2022
Q4 		$3.38M Sell
412,531
-1,650,232
-80% -$14.5M 0.01% 1060
2022
Q3 		$18.9M Buy
2,062,763
+58,561
+3% +$623K 0.06% 336
2022
Q2 		$23.3M Sell
2,004,202
-395,073
-16% -$5.57M 0.08% 292
2022
Q1 		$41.7M Buy
2,399,275
+1,055,901
+79% +$24.7M 0.12% 213
2021
Q4 		$47.6M Sell
1,343,374
-268,563
-17% -$11.7M 0.1% 236
2021
Q3 		$65.2M Buy
1,611,937
+1,341,077
+495% +$61.9M 0.15% 162
2021
Q2 		$16.1M Buy
270,860
+125,033
+86% +$7.1M 0.04% 581
2021
Q1 		$9.81M Buy
145,827
+120,809
+483% +$10.4M 0.03% 708
2020
Q4 		$2.19M Sell
25,018
-758,310
-97% -$66.9M 0.01% 1441
2020
Q3 		$73.4M Buy
+783,328
New +$68M 0.26% 91
2020
Q1 		– Sell
-221,500
Closed -$4.45M – 3349
2019
Q4 		$4.45M Buy
+221,500
New +$4.67M 0.01% 1033

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
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Two Sigma Investments's FSLY Position: Q1 2026 in Review

Two Sigma Investments increased its Fastly Inc (FSLY) stake by 80% in Q1 2026, buying an estimated $40.9M and bringing the position to 5,614,247 shares worth $163M. The position accounts for 0.13% of the portfolio, ranked #178.

Two Sigma Investments first reported a position in FSLY in Q4 2019 and has held it in 24 quarters since. 339 funds tracked by Wall St. Rank hold FSLY as of Q1 2026.

  • Two Sigma Investments held 5,614,247 shares of Fastly Inc worth $163M as of Q1 2026.
  • Two Sigma Investments bought 2,491,276 Fastly Inc shares in Q1 2026, an estimated $40.9M.
  • Fastly Inc made up 0.13% of Two Sigma Investments's portfolio in Q1 2026, its #178 holding.
  • Two Sigma Investments first reported a position in Fastly Inc in Q4 2019 and has held it in 24 quarters since.
  • 339 funds tracked by Wall St. Rank held Fastly Inc as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.