Position in FSLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$576,376
+$442,680 QoQ
Shares Held
19,834
+26.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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, 2026Polymer Capital Management (US) LLC holds $11,837,123 across 22 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
110,244 | $1,610,664 | |
| 2 | ASAN |
Asana, Inc.
|
129,379 | $905,653 | |
| 3 | CRM |
Salesforce, Inc.
|
5,296 | $829,671 | |
| 4 | BRZE |
Braze, Inc.
|
32,094 | $696,118 | |
| 5 | CVLT |
Commvault Systems Inc
|
4,721 | $669,107 | |
| 6 | ZM |
Zoom Communications, Inc.
|
7,603 | $656,214 | |
| 7 | SNOW |
Snowflake Inc.
|
2,485 | $632,432 | |
| 8 | PD |
PagerDuty, Inc.
|
64,519 | $622,608 |
All Filings in FSLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,376 | 19,834 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $133,696 | 15,637 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||