Which hedge funds own FSLY? FASTLY INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in FSLY (FASTLY INC) in their Q2 2026 13F filings, worth $458.7m in total. The largest holder by portfolio weight is Divisadero Street Capital Management, LP at 0.7% of its book. 10 opened a new position this quarter: Spark Investment Management LLC, FirstWave Capital Management LLC, Alyeska Investment Group, L.P., AlphaGrep UK Ltd. 21 exited: Tenzing Global Management, LLC, Proem Advisors LLC, Seldon Capital LP.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 21
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $70.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $161m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $459m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Tenzing Global Management, LLC | 6.0% | $7.3m |
| Proem Advisors LLC | 2.5% | $7.5m |
| Seldon Capital LP | 1.6% | $4.4m |
| Masters Capital Management LLC | 1.3% | $8.7m |
| Science & Technology Partners, L.P. | 1.1% | $4.4m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.7% | $421k |
| Summit Partners Public Asset Management, LLC | 0.5% | $11.4m |
| PDT Partners, LLC | 0.5% | $8.4m |
| Scientech Research LLC | 0.5% | $567k |
| Polymer Capital Management (HK) LTD | 0.2% | $1.5m |
| Point72 Asset Management, L.P. | 0.2% | $91.5m |
| EntryPoint Capital, LLC | 0.1% | $406k |
| Polen Capital | 0.05% | $6.9m |
| Verition Fund Management LLC | 0.04% | $4.4m |
| FNY Investment Advisers, LLC | 0.03% | $58.0k |
| Armistice Capital, LLC | 0.01% | $361k |
| Bridgewater Associates, LP | 0.01% | $1.8m |
| Jain Global LLC | 0.0% | $244k |
| Capstone Investment Advisors, LLC | 0.0% | $303k |
| Marshall Wace, LLP | 0.0% | $319k |
| Elequin Capital, LP | 0.0% | $1.6k |
Ownership over time
Who discovered FSLY first? Beta
The run: Q1 2025 → Q1 2026, +359%
| Opti Capital Management, LP | Q1 2024 | 2.5% | +1.2 pts |
| Chicago Capital Management, LLC | Q3 2024 | 1.2% | +0.8 pts |
| TENOR CAPITAL MANAGEMENT Co., L.P. | Q1 2024 | 0.5% | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.