August Capital Management Vi, L.l.c.

FSLY

10% OWNER · FASTLY, INC. · CIK 0001552638

FILING MIX · LIFETIME44%/56%

BUYS

SELLS

TOTAL VALUE

$1.82M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

150,000

AVG SELL PX

$20.60

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by August Capital Management Vi, L.l.c., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+0.00%	+3.67%	+0.43%	+3.24%	+3.24%	—
14d	1	+100.00%	-26.20%	-11.93%	-14.27%	-14.27%	—
30d	1	+100.00%	-11.99%	-18.17%	+6.18%	+6.18%	—
60d	1	+0.00%	+14.55%	-7.31%	+21.86%	+21.86%	—
90d	1	+0.00%	+90.00%	-3.42%	+93.42%	+93.42%	—
180d	1	+0.00%	+307.01%	+11.23%	+295.78%	+295.78%	—
1y	1	+0.00%	+248.91%	+25.04%	+223.88%	+223.88%	—
2y	1	+100.00%	-9.67%	+45.07%	-54.74%	-54.74%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

FSLY · 150,000 shares · as of Feb 26, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 5 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
FSLY FASTLY, INC.	SALE	88,488	$20.60	$1.82M	150,000	Feb 26, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	PURCHASE	109,457	—	—	165,245	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	PURCHASE	162,476	—	—	238,488	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	SALE	2,974,454	—	—	0	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	SALE	2,491,152	—	—	0	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	PURCHASE	2,974,454	—	—	2,974,454	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	PURCHASE	2,491,152	—	—	2,491,152	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	SALE	2,974,454	—	—	2,886,971	Feb 25, 2020	Feb 27, 2020 ↗	View →
FSLY FASTLY, INC.	SALE	2,491,152	—	—	2,886,971	Feb 25, 2020	Feb 27, 2020 ↗	View →

Other insiders · FSLY

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About this filer

CIK 0001552638

ROLE

10% Owner

PRIMARY

FSLY

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001552638DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

August Capital Management Vi, L.l.c.

The morning brief, before the bell.