Cliff Asness's FSLY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 315,147 shares of Fastly, Inc. (FSLY) worth $8.62 M, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in FSLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 300,936 shares. Largest reduction occurred in Q4 2025, reducing 153,811 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Fastly (FSLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fastly (FSLY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +53,905 | Add 20.63% | 315,147 | $27.34 |
| Q4 2025 | -153,811 | Reduce 37.06% | 261,242 | $10.14 |
| Q3 2025 | +300,936 | Add 263.71% | 415,053 | $8.55 |
| Q2 2025 | -19,812 | Reduce 14.79% | 114,117 | $6.96 |
| Q1 2025 | +133,929 | New Buy | 133,929 | $6.25 |
| Q1 2024 | -36,449 | Sold Out | 0 | $0.00 |
| Q4 2023 | +21,514 | Add 144.05% | 36,449 | $17.80 |
| Q3 2023 | +14,935 | New Buy | 14,935 | $19.17 |
| Q3 2021 | -6,917 | Sold Out | 0 | $0.00 |
| Q2 2021 | +2,218 | Add 47.20% | 6,917 | $59.56 |
| Q1 2021 | +337 | Add 7.73% | 4,699 | $67.25 |
| Q4 2020 | +4,362 | New Buy | 4,362 | $87.35 |
Cliff Asness's Fastly Investment FAQs
Cliff Asness first purchased Fastly, Inc. (FSLY) in Q4 2020, acquiring 4,362 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Fastly, Inc. (FSLY) for 12 quarters since Q4 2020.
Cliff Asness's largest addition to Fastly, Inc. (FSLY) was in Q3 2025, adding 415,053 shares worth $3.55 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 315,147 shares of Fastly, Inc. (FSLY), valued at approximately $8.62 M.
As of the Q1 2026 filing, Fastly, Inc. (FSLY) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Fastly, Inc. (FSLY) was 415,053 shares, as reported at the end of Q3 2025.