VICTORY FINANCIAL GROUP, LLC FSLY — FASTLY INC

Ownership history in VICTORY FINANCIAL GROUP, LLC  ·  9 quarters on record

AI Ownership Summary

VICTORY FINANCIAL GROUP, LLC reported FASTLY INC (FSLY) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows FSLY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VICTORY FINANCIAL GROUP, LLC's position in FASTLY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FSLY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSLY stock page VICTORY FINANCIAL GROUP, LLC fund profile VICTORY FINANCIAL GROUP, LLC full holdings
How VICTORY FINANCIAL GROUP, LLC held FSLY — position size vs. price
% of Fund (quarterly)    FSLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,115 +2 +0.0% 0.04% $352K 2026-04-27 $25.80
2025 Q4 ADDED — — — 12,113 +1 +0.0% 0.02% $123K 2026-01-15 $9.17
2025 Q3 REDUCED — — — 12,112 -2 -0.0% 0.01% $104K 2025-11-14 $11.23
2025 Q2 REDUCED — — — 12,114 -130 -1.1% 0.01% $86K 2025-08-13 $7.24
2025 Q1 ADDED — — — 12,244 +6 +0.0% 0.01% $78K 2025-05-12 $8.10
2024 Q4 ADDED — — — 12,238 +215 +1.8% 0.03% $116K 2025-02-11 $10.06
2024 Q2 UNCHANGED — — — 12,023 — 0% 0.04% $89K 2024-08-14 $5.99
2024 Q1 UNCHANGED — — — 12,023 — 0% 0.09% $156K 2024-05-14 $9.07
2023 Q4 INITIATED — — — 12,023 — — 0.14% $214K 2024-02-13 $22.90

🏢 Other funds also holding FSLY

As of 2026 Q1 — sorted by position size

REX Advisers, LLC 2.26% Bayforest Capital Ltd 0.44% Huntleigh Advisors, Inc. 0.23% REX Advisers, LLC 0.17% EPIQ PARTNERS, LLC 3Y 0.14% Cane Capital Partners, LLC 0.1% Counterpoint Mutual Funds LLC 3Y 0.08% WEALTH EFFECTS LLC 3Y 0.08% Abel Hall, LLC 0.06% Twelve Points Wealth Management LLC 3Y 0.06%

FAQ About VICTORY FINANCIAL GROUP, LLC and FSLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has VICTORY FINANCIAL GROUP, LLC reported owning FSLY?

VICTORY FINANCIAL GROUP, LLC reported FSLY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FSLY position in VICTORY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for FSLY was 0.14% in 2023 Q4.

What is the latest reported FSLY position on this page?

The most recent filing on this page is 2026 Q1, when VICTORY FINANCIAL GROUP, LLC reported 12,115 shares, equal to 0.04% of portfolio, with an estimated market value of $352K.

What does the chart on this FSLY ownership page compare?

The chart compares VICTORY FINANCIAL GROUP, LLC's quarterly FSLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VICTORY FINANCIAL GROUP, LLC time their FSLY position?

Based on 13F filing dates vs. subsequent FSLY price moves, VICTORY FINANCIAL GROUP, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on FSLY relative to SPY over the holding period was -11.8%.

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