Position in FSLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,646,884
New position
Shares Held
125,495
first reported quarter
Ownership
0.080%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $18,112,689 across 13 Software - Application names. FSLY ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHYM |
Chime Financial, Inc.
|
205,050 | $3,840,586 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
59,480 | $3,774,600 | |
| 3 | FSLY |
Fastly, Inc.
This page
|
125,495 | $3,646,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
14,000 | $3,351,600 | |
| 5 | WDAY |
Workday, Inc.
|
12,743 | $1,655,570 | |
| 6 | FICO |
Fair Isaac Corp
|
1,292 | $1,379,261 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,329 | $95,594 | |
| 8 | CRM |
Salesforce, Inc.
|
502 | $93,708 |
All Filings in FSLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,646,884 | 125,495 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||