Renaissance Technologies (RenTech)'s FSLY Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 637,454 shares of Fastly, Inc. (FSLY) worth $6.49 M, representing 0.01% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in FSLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1.23 M shares. Largest reduction occurred in Q3 2022, reducing 1.41 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Fastly (FSLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fastly (FSLY) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +268,213 | Add 72.64% | 637,454 | $10.18 |
| Q3 2025 | +250,500 | Add 210.96% | 369,241 | $8.55 |
| Q2 2025 | +118,741 | New Buy | 118,741 | $7.06 |
| Q4 2023 | -531,100 | Sold Out | 0 | $0.00 |
| Q3 2023 | -103,100 | Reduce 16.26% | 531,100 | $19.17 |
| Q2 2023 | +634,200 | New Buy | 634,200 | $0.02 |
| Q1 2023 | -14,300 | Sold Out | 0 | $0.00 |
| Q4 2022 | -1,200 | Reduce 7.74% | 14,300 | $0.01 |
| Q3 2022 | -1.41 M | Reduce 98.91% | 15,500 | $9.16 |
| Q2 2022 | +194,203 | Add 15.83% | 1.42 M | $11.61 |
| Q1 2022 | +1.23 M | New Buy | 1.23 M | $17.38 |
| Q4 2020 | -670,700 | Sold Out | 0 | $0.00 |
| Q3 2020 | +580,000 | Add 639.47% | 670,700 | $93.68 |
| Q2 2020 | +90,700 | New Buy | 90,700 | $85.13 |
Renaissance Technologies (RenTech)'s Fastly Investment FAQs
Renaissance Technologies (RenTech) first purchased Fastly, Inc. (FSLY) in Q2 2020, acquiring 90,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Fastly, Inc. (FSLY) for 14 quarters since Q2 2020.
Renaissance Technologies (RenTech)'s largest addition to Fastly, Inc. (FSLY) was in Q1 2022, adding 1,226,800 shares worth $21.32 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 637,454 shares of Fastly, Inc. (FSLY), valued at approximately $6.49 M.
As of the Q4 2025 filing, Fastly, Inc. (FSLY) represents approximately 0.01% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Fastly, Inc. (FSLY) was 1,421,003 shares, as reported at the end of Q2 2022.