TWO SIGMA INVESTMENTS, LP

Position in FSLY — Fastly, Inc.

CIK 1179392 NEW YORK, NY

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Position in FSLY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$163,150,017

+$131,358,173 QoQ

Shares Held

5,614,247

+79.8% QoQ

Ownership

3.59%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 98.38624841407939.ToString("F0")% Shared 0.ToString("F0")% None 1.613751585920605.ToString("F0")%

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $5,083,861,541 across 116 Software - Application names. FSLY ranks #10 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	3,129,038	$760,606,557
2	NOW	ServiceNow, Inc.	4,636,219	$484,716,696
3	HUBS	Hubspot Inc	1,344,621	$328,221,986
4	TEAM	Atlassian Corp	4,647,650	$317,202,112
5	ADP	Automatic Data Processing Inc	1,282,237	$260,524,913
6	ALIT	Alight, Inc. / Delaware	21,761,591	$253,609,581
7	FIG	Figma, Inc.	11,158,349	$235,887,497
8	PAYC	Paycom Software, Inc.	1,747,666	$212,411,325

All Filings in FSLY

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+1313.8%	Shares	Sole	2022-05-16
2021-12-31	$6,015,865	169,700	+1.1%	Put	Sole	2022-02-14
2021-12-31	$5,948,510	167,800	-87.5%	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	+315.8%	Shares	Sole	2021-11-15
2021-09-30	$15,678,588	387,700	+5.2%	Put	Sole	2021-11-15
2021-09-30	$14,906,184	368,600	+247.7%	Call	Sole	2021-11-15
2021-06-30	$6,317,600	106,000	+16.6%	Put	Sole	2021-08-16
2021-06-30	$5,417,640	90,900	-66.4%	Call	Sole	2021-08-16
2021-06-30	$16,143,256	270,860	+158.2%	Shares	Sole	2021-08-16
2021-03-31	$7,057,672	104,900	-28.1%	Call	Sole	2021-05-17
2021-03-31	$9,811,240	145,827	+24.4%	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	+31.1%	Put	Sole	2021-02-16
2020-12-31	$5,285,885	60,500	+141.8%	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	+335.9%	Shares	Sole	2020-11-16
2020-09-30	$16,834,296	179,700	+14.8%	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.