TWO SIGMA INVESTMENTS, LP

Position in FSLY — Fastly, Inc.

CIK 1179392 NEW YORK, NY

Back to FSLY Full portfolio

Position in FSLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$111,307,701

-$51,842,316 QoQ

Shares Held

6,062,511

+8.0% QoQ

Ownership

3.81%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 280 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in FSLY Over Time

Shares Held

Position Value (USD)

Derivatives in FSLY

reported options exposure · as of Dec 31, 2021

CallValue

$5,948,510

CallShares

167,800

PutValue

$6,015,865

PutShares

169,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. FSLY ranks #15 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	2,161,507	$564,153,327
2	HUBS	Hubspot Inc	1,819,744	$332,121,477
3	FIG	Figma, Inc.	12,727,784	$230,245,612
4	ADBE	Adobe Inc.	1,093,171	$224,121,918
5	TEAM	Atlassian Corp	2,494,603	$194,055,167
6	U	Unity Software Inc.	6,750,900	$192,940,722
7	DUOL	Duolingo, Inc.	1,629,242	$187,395,414
8	PAYC	Paycom Software, Inc.	1,400,923	$176,068,002

All Filings in FSLY

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,307,701	6,062,511	+8.0%	Shares	Sole	2026-08-14
2026-03-31	$163,150,017	5,614,247	+79.8%	Shares	Sole	2026-05-15
2025-12-31	$31,791,844	3,122,971	+123.7%	Shares	Sole	2026-02-17
2025-09-30	$11,937,467	1,396,195	-40.5%	Shares	Sole	2025-11-14
2025-06-30	$16,554,619	2,344,847	+56.2%	Shares	Sole	2025-08-14
2025-03-31	$9,504,121	1,501,441	+36.3%	Shares	Sole	2025-05-15
2024-12-31	$10,396,545	1,101,329	+179.3%	Shares	Sole	2025-02-14
2024-09-30	$2,984,669	394,276	-47.2%	Shares	Sole	2024-11-14
2024-06-30	$5,502,419	746,597	+773.1%	Shares	Sole	2024-08-14
2024-03-31	$1,109,103	85,513	-90.8%	Shares	Sole	2024-05-15
2023-12-31	$16,629,543	934,244	-24.4%	Shares	Sole	2024-02-14
2023-09-30	$23,675,525	1,235,030	-32.9%	Shares	Sole	2023-11-14
2023-06-30	$29,007,621	1,839,418	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$31,522,881	1,774,937	+330.3%	Shares	Sole	2023-05-15
2022-12-31	$3,378,628	412,531	-80.0%	Shares	Sole	2023-02-14
2022-09-30	$18,894,909	2,062,763	+2.9%	Shares	Sole	2022-11-14
2022-06-30	$23,268,785	2,004,202	-16.5%	Shares	Sole	2022-08-15
2022-03-31	$41,699,399	2,399,275	+78.6%	Shares	Sole	2022-05-16
2021-12-31	$6,015,865	169,700	-56.2%	Put	Sole	2022-02-14
2021-12-31	$5,948,510	167,800	-54.5%	Call	Sole	2022-02-14
2021-12-31	$47,622,608	1,343,374	-16.7%	Shares	Sole	2022-02-14
2021-09-30	$65,186,732	1,611,937	+495.1%	Shares	Sole	2021-11-15
2021-09-30	$15,678,588	387,700	+265.8%	Put	Sole	2021-11-15
2021-09-30	$14,906,184	368,600	+305.5%	Call	Sole	2021-11-15
2021-06-30	$6,317,600	106,000	-9.6%	Put	Sole	2021-08-16
2021-06-30	$5,417,640	90,900	-13.3%	Call	Sole	2021-08-16
2021-06-30	$16,143,256	270,860	+85.7%	Shares	Sole	2021-08-16
2021-03-31	$7,057,672	104,900	+73.4%	Call	Sole	2021-05-17
2021-03-31	$9,811,240	145,827	+482.9%	Shares	Sole	2021-05-17
2021-03-31	$7,885,216	117,200	+47.8%	Put	Sole	2021-05-17
2020-12-31	$6,928,441	79,300	-55.9%	Put	Sole	2021-02-16
2020-12-31	$5,285,885	60,500	-61.4%	Call	Sole	2021-02-16
2020-12-31	$2,185,822	25,018	-96.8%	Shares	Sole	2021-02-16
2020-09-30	$73,382,167	783,328	—	Shares	Sole	2020-11-16
2020-09-30	$16,834,296	179,700	—	Put	Sole	2020-11-16
2020-09-30	$14,670,288	156,600	—	Call	Sole	2020-11-16
No filing history on record for this holder in this stock.