The firm disclosed a new 213,025-share position in Fastly, valued at $6.19 million at quarter-end March 31, 2026.
Carlson Investments initiated a $3.5 million stake in Fastly (FSLY) during the first quarter of 2026, acquiring 213,025 shares. The position grew to $6.19 million by quarter-end, reflecting share price movement after purchase.
The new holding represents 1.06% of Carlson’s 13F reportable assets under management as of March 31, 2026. Fastly shares have surged 134.9% over the past year, outperforming the S&P 500 by 108.3 percentage points. The firm’s top holdings include SCHB, GVI, AAPL, AVDE, and GOOGL.
Fastly operates an edge cloud platform, serving digital publishing and media sectors with usage-based and subscription revenue models. Shares closed at $19.03 on May 12, 2026.