Steven Cohen's FSLY Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 3.55 M shares of Fastly, Inc. (FSLY) worth $36.19 M, representing 0.04% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in FSLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 5.21 M shares. Largest reduction occurred in Q1 2023, reducing 5.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Fastly (FSLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fastly (FSLY) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.39 M | Add 204.34% | 3.55 M | $10.18 |
| Q3 2025 | -38,675 | Reduce 3.21% | 1.17 M | $8.55 |
| Q2 2025 | +1.21 M | New Buy | 1.21 M | $7.06 |
| Q1 2025 | -750,891 | Sold Out | 0 | $0.00 |
| Q4 2024 | +750,891 | New Buy | 750,891 | $9.44 |
| Q3 2024 | -756,380 | Sold Out | 0 | $0.00 |
| Q2 2024 | +621,680 | Add 461.53% | 756,380 | $7.37 |
| Q1 2024 | +134,700 | New Buy | 134,700 | $12.97 |
| Q3 2023 | -289,301 | Sold Out | 0 | $0.00 |
| Q2 2023 | +289,301 | New Buy | 289,301 | $15.77 |
| Q1 2023 | -5.21 M | Sold Out | 0 | $0.00 |
| Q4 2022 | +5.21 M | New Buy | 5.21 M | $8.19 |
| Q3 2022 | -181,600 | Sold Out | 0 | $0.00 |
| Q2 2022 | +181,600 | New Buy | 181,600 | $11.61 |
| Q3 2020 | -4,300 | Sold Out | 0 | $0.00 |
| Q2 2020 | +4,300 | New Buy | 4,300 | $85.12 |
Steven Cohen's Fastly Investment FAQs
Steven Cohen first purchased Fastly, Inc. (FSLY) in Q2 2020, acquiring 4,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Fastly, Inc. (FSLY) for 16 quarters since Q2 2020.
Steven Cohen's largest addition to Fastly, Inc. (FSLY) was in Q4 2022, adding 5,213,367 shares worth $42.7 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 3,554,753 shares of Fastly, Inc. (FSLY), valued at approximately $36.19 M.
As of the Q4 2025 filing, Fastly, Inc. (FSLY) represents approximately 0.04% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Fastly, Inc. (FSLY) was 5,213,367 shares, as reported at the end of Q4 2022.