Position in FSLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,715,294
+$22,353,483 QoQ
Shares Held
2,544,406
+203.5% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#16
of 280 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $408,278,605 across 6 Software - Application names. FSLY ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
331,537 | $123,527,370 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
293,693 | $110,228,856 | |
| 3 | FROG |
JFrog Ltd
|
804,703 | $73,131,408 | |
| 4 | IDCC |
InterDigital, Inc.
|
189,872 | $53,758,459 | |
| 5 | FSLY |
Fastly, Inc.
This page
|
2,544,406 | $46,715,294 | |
| 6 | SNOW |
Snowflake Inc.
|
3,604 | $917,218 |
All Filings in FSLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,715,294 | 2,544,406 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,361,811 | 838,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,098,964 | 1,384,967 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $13,722,589 | 770,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,764,420 | 1,969,975 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,285,556 | 2,998,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,752,676 | 2,350,939 | Shares | Sole | 2023-05-15 | |
| 2020-09-30 | $8,668,116 | 92,529 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $30,115,163 | 353,755 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,687,072 | 299,635 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||