In its second-quarter 2026 investor letter, Polen 5Perspectives Small-Mid Growth Strategy highlighted Fastly, Inc. (NASDAQ:FSLY).
Fastly, Inc. (NASDAQ:FSLY) operates an edge cloud platform for processing, serving, and securing its customer’s applications
On July 21, 2026, Fastly, Inc. (NASDAQ:FSLY) closed at $20.73 per share. One-month return of Fastly, Inc. (NASDAQ:FSLY) was 23.87% and its shares gained 177.95% over the past 52 weeks. Fastly, Inc. (NASDAQ:FSLY) has a market capitalization of $3.17 billion with a 52-week trading range between $6.29 – $34.82 Polen 5Perspectives Small-Mid Growth Strategy stated the following regarding Fastly, Inc. (NASDAQ:FSLY) in its Q2 2026 investor letter: “Fastly, Inc. (NASDAQ:FSLY) is an edge cloud platform that helps customers deliver, secure, and optimize digital experiences.
Shares underperformed during the quarter amid continued investor concerns surrounding growth durability and competitive dynamics within the content delivery and edge computing markets. During the period, we exited the position as our process identified more attractive opportunities elsewhere and our conviction in the risk reward profile diminished.” Fastly, Inc. (NASDAQ:FSLY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Fastly, Inc. (NASDAQ:FSLY) at the end of the first quarter which was 37 in the previous quarter.