Position in FSLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,106,650
+$24,568,150 QoQ
Shares Held
1,694,262
+653.0% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#25
of 281 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Divisadero Street Capital Management, LP holds $422,769,039 across 13 Software - Application names. FSLY ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
699,366 | $260,576,777 | |
| 2 | CHYM |
Chime Financial, Inc.
|
3,626,050 | $74,261,504 | |
| 3 | FSLY |
Fastly, Inc.
This page
|
1,694,262 | $31,106,650 | |
| 4 | BULL |
Webull Corp
|
4,414,549 | $28,782,859 | |
| 5 | YOU |
Clear Secure, Inc.
|
200,000 | $11,146,000 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
149,800 | $6,084,876 | |
| 7 | PAR |
Par Technology Corp
|
267,965 | $4,667,950 | |
| 8 | VIA |
Via Transportation, Inc.
|
172,755 | $3,133,775 |
All Filings in FSLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,106,650 | 1,694,262 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,538,500 | 225,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $21,173,963 | 2,476,487 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $4,145,513 | 232,894 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,080,800 | 455,000 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $1,393,200 | 120,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,719,320 | 214,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||