Fastly, Inc.

FSLY

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 1,384,967Value: $14.1M

**Signal Note: Driehaus Capital initiates Fastly position** This appears to be a technical/infrastructure play rather than a biotech-specific investment—Fastly provides edge computing and CDN services, not a therapeutic asset. The position's presence in a biotech-focused analyst note warrants clarification, though Driehaus's established growth mandate could reflect confidence in FSLY's cloud infrastructure demand amid AI scaling or broader digital transformation trends. Without disclosed biotech-specific catalysts, this signals a diversification move or infrastructure bet rather than a pipeline-driven thesis.

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Insider Signals

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Also Held by These Funds

PTN1 fund WLDN1 fund LASR1 fund ONTO1 fund VALE1 fund TNDM1 fund TKO1 fund TNL1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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