Position in FSLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$62,785,495
+$62,346,310 QoQ
Shares Held
2,160,547
+4908.0% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 94.23849608455637.ToString("F0")%
Shared 0.ToString("F0")%
None 5.761503915443635.ToString("F0")%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $833,307,038 across 21 Software - Application names. FSLY ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGS |
Csg Systems International Inc
|
1,415,709 | $113,171,777 | |
| 2 | NATL |
NCR Atleos Corp
|
2,114,418 | $92,146,336 | |
| 3 | IDCC |
InterDigital, Inc.
|
287,098 | $86,703,596 | |
| 4 | BILL |
BILL Holdings, Inc.
|
1,996,215 | $76,455,034 | |
| 5 | FSLY |
Fastly, Inc.
This page
|
2,160,547 | $62,785,495 | |
| 6 | KVYO |
Klaviyo, Inc.
|
2,941,998 | $57,251,281 | |
| 7 | WK |
Workiva Inc
|
922,167 | $54,988,818 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
866,297 | $54,975,207 |
All Filings in FSLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,785,495 | 2,160,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $439,185 | 43,142 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $1,712 | 132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,991,611 | 1,179,304 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,851,113 | 1,087,695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,779,966 | 1,000,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,973,450 | 899,406 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $18,389,612 | 216,018 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||