What smart money is saying about Fastly
FSLY
No fund has written a full thesis on Fastly in our archive, but 3 fund letters report a position in it — most recently JAG Capital Management Small Mid Cap Growth Strategy in June 2026.
Get an email when a fund writes about it
3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Every position in Fastly on record in the archive was reported in Q2 2026, across 3 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 2 | 0 |
Fund activity · 3 positions · 2 moves
- ExitedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“Security selection within the Information Technology sector was the largest detractor to relative performance. Several portfolio holdings significantly lagged the benchmark, including Fastly (FSLY), Akamai (AKAM), and Photronics (PLAB). Consistent with our sell discipline, we liquidated our positions in these companies during the quarter.”
Fastly - June 2026
“Fastly is an edge cloud platform that helps customers deliver, secure, and optimize digital experiences. Shares underperformed during the quarter amid continued investor concerns surrounding growth durability and competitive dynamics within the content delivery and edge computing markets. During the period, we exited the position as our process identified more attractive opportunities elsewhere and our conviction in the risk/reward profile diminished.”
Fastly - June 2026
“Portfolio Performance & Attribution During the second quarter of 2026, the Polen 5Perspectives Growth Opportunities Portfolio (the “Portfolio”) returned 25.16% net of fees compared to the 17.05% return of the Russell 3000 Growth Index (the “Index”). The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, Advanced Micro Devices, and Nebius Group. Bloom Energy is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, “always-on” power at scale. Shares outperformed as a notable second-order effects of the AI buildout has been the growing need for dependable power generation outside the traditional grid. That backdrop, along with strong quarterly execution and a more constructive view on data center-related demand, supported the stock during the period. Advanced Micro Devices contributed meaningfully as investor appetite for AI infrastructure remained strong through much of the quarter. The company continued to benefit from enthusiasm around its role in data center CPUs1 and accelerators, while broader semiconductor leadership remained supported by expectations for sustained AI-related capital spending. In that environment, shares participated in the strong advance across much of the semiconductor complex. Nebius Group, a leading neocloud provider, was another notable contributor. The company is viewed by the market as a way to participate in expanding AI-related infrastructure and compute demand, and shares benefited as investors broadened their search for businesses tied to the increase in AI workloads beyond the largest platform companies. The stock’s move reflected both that thematic support and the market’s willingness during the period to reward emerging beneficiaries of the AI buildout. The most significant detractors from the Portfolio’s relative performance in the quarter were Fastly, BWX Technologies, and Palantir Technologies.”
Fastly
Read the letters behind these Fastly positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger