FASTLY INC FSLY
CL A · Common Stock · CUSIP 31188V100 · ISIN US31188V1008
Web infrastructure company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Francisco, CA
- Founded2011
- Websitefastly.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 159.3m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.38. Options: 21 managers hold calls ($158.2m notional), 21 hold puts ($148.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 247 |
| Q4 2022 | 233 |
| Q1 2023 | 259 |
| Q2 2023 | 247 |
| Q3 2023 | 255 |
| Q4 2023 | 265 |
| Q1 2024 | 259 |
| Q2 2024 | 244 |
| Q3 2024 | 217 |
| Q4 2024 | 228 |
| Q1 2025 | 231 |
| Q2 2025 | 237 |
| Q3 2025 | 239 |
| Q4 2025 | 252 |
| Q1 2026 | 339 |
| Q2 2026 | 282 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 96 | 124 |
| Q4 2024 | 106 | 96 |
| Q1 2025 | 112 | 100 |
| Q2 2025 | 120 | 112 |
| Q3 2025 | 110 | 114 |
| Q4 2025 | 130 | 101 |
| Q1 2026 | 219 | 108 |
| Q2 2026 | 149 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $41.5m | $25.8m | 0.62 |
| Q4 2025 | $60.4m | $25.3m | 0.42 |
| Q1 2026 | $266.9m | $281.4m | 1.05 |
| Q2 2026 | $158.2m | $148.9m | 0.94 |
Biggest buyers
| Capital World Investors | Added | +4.5m |
| D. E. Shaw & Co., Inc. | Added | +4.0m |
| FMR LLC | Added | +3.3m |
| Alyeska Investment Group, L.P. | New | +3.2m |
| BlackRock, Inc. | Added | +2.8m |
| Driehaus Capital Management LLC | Added | +1.7m |
| Divisadero Street Capital Management, LP | Added | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| JUPITER ASSET MANAGEMENT LTD | Added | +1.1m |
| Penserra Capital Management LLC | Added | +1.1m |
Biggest sellers
| Legal & General Group Plc | Reduced | -3.7m |
| Point72 Asset Management, L.P. | Sold out | -3.2m |
| T. Rowe Price Investment Management, Inc. | Sold out | -2.1m |
| NORDEA INVESTMENT MANAGEMENT AB | Sold out | -2.1m |
| HRT FINANCIAL LP | Sold out | -1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -1.2m |
| TUDOR INVESTMENT CORP ET AL | Reduced | -872.1k |
| Invesco Ltd. | Reduced | -583.7k |
| SG Americas Securities, LLC | Reduced | -520.9k |
Biggest calls
| UBS Group AG | Added | $43.7m2.4m shares |
| CITADEL ADVISORS LLC | Added | $25.7m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $21.3m1.2m shares |
| PEAK6 LLC | Reduced | $13.8m752.0k shares |
| JANE STREET GROUP, LLC | Reduced | $11.9m649.4k shares |
| IMC-Chicago, LLC | Added | $8.6m468.4k shares |
| GROUP ONE TRADING LLC | Added | $7.6m412.4k shares |
| Walleye Trading LLC | Added | $6.5m354.4k shares |
| SIMPLEX TRADING, LLC | Added | $4.8m262.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $2.8m150.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $40.0m2.2m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $21.2m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.1m1.1m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $15.6m848.7k shares |
| JANE STREET GROUP, LLC | Reduced | $14.0m763.6k shares |
| IMC-Chicago, LLC | Reduced | $12.9m704.0k shares |
| Walleye Trading LLC | Added | $5.9m320.7k shares |
| GROUP ONE TRADING LLC | Reduced | $5.6m305.0k shares |
| BARCLAYS PLC | Unchanged | $2.8m150.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $2.0m109.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-30 | 8.9% |
| FMR LLC 13G · institution +1.9 pts · filed 2026-08-06 | 7.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 5.3% |
Fell to 5% or below in the last year: Legal & General Group Plc (2.8%, 2026-08-14), MORGAN STANLEY (0.7%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Bergman Artur (4.7%, 2026-02-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $3.2m | $2.6m |
| Q1 2025 | 0 | — | 3 | $2.0m | $1.2m |
| Q2 2025 | 0 | — | 4 | $2.2m | $426.0k |
| Q3 2025 | 0 | — | 5 | $4.0m | $3.6m |
| Q4 2025 | 0 | — | 3 | $8.8m | $8.4m |
| Q1 2026 | 0 | — | 5 | $41.4m | $37.9m |
| Q2 2026 | 0 | — | 5 | $5.5m | $3.7m |
| Q3 2026 | 0 | — | 8 | $33.9m | $26.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-29 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $100.1k4.0k shares |
| 2026-09-28 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $818.8k33.1k shares |
| 2026-09-23 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $11.4m379.6k shares |
| 2026-09-22 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $776.2k27.9k shares |
| 2026-09-21 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $1.3m49.1k shares |
| 2026-09-17 | Ford Jeffrey Principal Accounting Officer | Sold plan | $1.1m45.8k shares |
| 2026-09-17 | Lovett Scott R. President, Go to Market | Sold plan | $1.0m41.8k shares |
| 2026-09-17 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $55.7k2.2k shares |
| 2026-09-16 | Ford Jeffrey Principal Accounting Officer | Sold | $884.2k37.1k shares |
| 2026-09-16 | Lovett Scott R. President, Go to Market | Sold | $830.5k34.8k shares |
| 2026-09-15 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $62.9k2.5k shares |
| 2026-09-14 | Compton Charles Lacey III CEO, director | Sold plan | $1.3m50.4k shares |
| 2026-09-14 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $762.3k31.1k shares |
| 2026-09-09 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $203.6k9.0k shares |
| 2026-09-08 | Compton Charles Lacey III CEO, director | Sold plan | $51.7k2.4k shares |
| 2026-09-08 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $6.8k300 shares |
| 2026-09-03 | Bergman Artur Chief Technology Officer, director | Sold plan | $363.1k17.6k shares |
| 2026-09-03 | Bergman Artur Chief Technology Officer, director | Sold plan | $227.2k10.8k shares |
| 2026-09-03 | Bergman Artur Chief Technology Officer, director · See Footnote. | Sold plan | $159.9k7.7k shares |
| 2026-09-02 | Compton Charles Lacey III CEO, director | Sold plan | $193.1k9.5k shares |
| 2026-09-01 | Compton Charles Lacey III CEO, director | Sold plan | $1.2m55.6k shares |
| 2026-08-31 | Lovett Scott R. President, Go to Market | Sold | $451.4k19.6k shares |
| 2026-08-31 | Compton Charles Lacey III CEO, director | Sold plan | $345.6k15.0k shares |
| 2026-08-31 | Bergman Artur Chief Technology Officer, director | Sold | $143.2k6.2k shares |
| 2026-08-31 | PAISLEY CHRISTOPHER B Director · See Footnote | Sold plan | $69.0k3.0k shares |
| 2026-08-27 | Bergman Artur Chief Technology Officer, director | Sold | $20.5k851 shares |
| 2026-08-21 | WONG RICHARD CFO | Sold plan | $1.1m47.7k shares |
| 2026-08-19 | Bergman Artur Chief Technology Officer, director | Sold plan | $783.3k31.7k shares |
| 2026-08-19 | Compton Charles Lacey III CEO, director | Sold plan | $276.4k11.2k shares |
| 2026-08-18 | WONG RICHARD CFO | Sold | $4.2m148.0k shares |
The latest 30 of 58 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 15.2m $279.5m | Added +2.8m |
| FMR LLC 0.01% of their portfolio | 11.9m $218.3m | Added +3.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 9.8m $180.2m | Reduced -1.2m |
| Capital World Investors 0.02% of their portfolio | 8.2m $151.1m | Added +4.5m |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 7.7m $141.0m | Added +649.1k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 6.6m $121.5m | Added +4.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.3m $115.9m | Added +317.5k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 6.1m $111.3m | Added +448.3k |
| Penserra Capital Management LLC 0.65% of their portfolio | 4.6m $84.9m | Added +1.1m |
| Legal & General Group Plc 0.02% of their portfolio | 4.4m $80.1m | Reduced -3.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.9m $71.8m | Added +332.6k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $64.9m | Added +282.1k |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 3.2m $58.1m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.1m $56.3m | Added +323.2k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 2.6m $47.7m | Added +58.5k |
| Driehaus Capital Management LLC 0.27% of their portfolio | 2.5m $46.7m | Added +1.7m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.5m $45.6m | Added +1.3m |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 2.4m $44.8m | Reduced -1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.3m $42.0m | Added +180.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 2.2m $40.2m | Added +29.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.1m $38.3m | Added +627.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 1.9m $35.5m | Added +541.1k |
| Nuveen, LLC 0.01% of their portfolio | 1.8m $33.4m | Reduced -44.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $32.2m | Added +100.2k |
| Divisadero Street Capital Management, LP 0.73% of their portfolio | 1.7m $31.1m | Added +1.5m |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.5m $27.8m | Added +100.6k |
| JUPITER ASSET MANAGEMENT LTD 0.13% of their portfolio | 1.4m $26.4m | Added +1.1m |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 1.4m $25.2m | Reduced -11.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $23.0m | Added +93.8k |
| UBS Group AG 0.00% of their portfolio | 1.1m $19.7m | Reduced -157.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $19.5m | Reduced -208.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.1m $19.3m | Added +149.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 901.6k $16.3m | Added +488.5k |
| Trexquant Investment LP 0.10% of their portfolio | 896.1k $16.5m | Added +677.3k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.32% of their portfolio | 852.3k $15.6m | Reduced -218.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 800.3k $14.7m | Added +623.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 716.9k $13.2m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 711.9k $13.1m | Added +8.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 687.2k $12.6m | Added +238.4k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 673.4k $12.4m | Reduced -59.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 642.3k $11.8m | Added +554.3k |
| GMT Capital Corp 0.57% of their portfolio | 598.8k $11.0m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 596.3k $10.9m | Added +136.0k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 591.1k $10.9m | Reduced -332.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 473.7k $8.7m | New |
| Squarepoint Ops LLC 0.02% of their portfolio | 459.3k $8.4m | Reduced -366.4k |
| Counterpoint Mutual Funds LLC 0.80% of their portfolio | 437.9k $8.0m | Added +419.6k |
| Pier Capital, LLC 0.96% of their portfolio | 394.7k $7.2m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 393.8k $7.2m | Reduced -121.0k |
| BARCLAYS PLC 0.00% of their portfolio | 376.0k $6.9m | Added +110.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 354.1k $6.5m | Reduced -35.5k |
| IMC-Chicago, LLC 0.06% of their portfolio | 341.2k $6.3m | Added +26.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 336.8k $6.2m | Added +21.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 324.2k $6.0m | Reduced -194.2k |
| Invesco Ltd. 0.00% of their portfolio | 307.6k $5.6m | Reduced -583.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 301.7k $5.5m | Added +22.9k |
| Swiss National Bank 0.00% of their portfolio | 274.2k $5.0m | Reduced -6.7k |
| Relyea Zuckerberg Hanson LLC 0.39% of their portfolio | 257.3k $4.7m | Reduced -2.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 252.0k $4.6m | Added +163.5k |
| Jump Financial, LLC 0.04% of their portfolio | 226.9k $4.2m | Reduced -190.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 213.0k $3.9m | Added +111.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 198.2k $5.8m | Added +43.3k |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 196.1k $3.6m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 195.2k $3.6m | Added +13.0k |
| WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio | 195.2k $3.6m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 192.6k $3.5m | Added +181.0k |
| CITIGROUP INC 0.00% of their portfolio | 186.3k $3.4m | Added +78.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 176.6k $3.2m | Added +48.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 165.6k $3.0m | Added +149.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 164.5k $3.0m | Reduced -520.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 164.3k $3.0m | Reduced -872.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 159.7k $2.9m | Reduced -4.7k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.62% of their portfolio | 147.0k $2.7m | Added +42.0k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 132.6k $2.4m | Added +109.3k |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 113.9k $2.1m | Added +34.3k |
| Creative Planning 0.00% of their portfolio | 109.1k $2.0m | Reduced -41.9k |
| Knights of Columbus Asset Advisors LLC 0.10% of their portfolio | 107.2k $2.0m | Added +9.7k |
| G2 Investment Partners Management LLC 0.35% of their portfolio | 105.0k $1.9m | Reduced -184.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 100.6k $1.8m | Added +5.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 93.5k $1.7m | Added +4.4k |
| WESBANCO BANK INC 0.04% of their portfolio | 90.0k $1.7m | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 89.3k $1.6m | Added +11.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 87.6k $1.6m | Added +70.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 86.2k $1.6m | Added +41.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 84.8k $1.6m | Reduced -188.9k |
| 180 WEALTH ADVISORS, LLC 0.16% of their portfolio | 84.7k $1.6m | Added +6.4k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 84.3k $1.5m | New |
| MATAURO, LLC 0.20% of their portfolio | 81.4k $1.5m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 78.9k $1.4m | Reduced -30.4k |
| Range Financial Group LLC 0.39% of their portfolio | 76.9k $1.4m | Added +19.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 76.7k $1.4m | Reduced -4.0k |
| FirstWave Capital Management LLC 0.59% of their portfolio | 73.2k $1.3m | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 71.7k $2.1m | Unchanged |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio | 70.6k $1.3m | Added +11.5k |
| LPL Financial LLC 0.00% of their portfolio | 69.3k $1.3m | Reduced -8.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 67.9k $1.2m | Added +8.2k |
| Entropy Technologies, LP 0.05% of their portfolio | 67.7k $1.2m | Added +49.0k |
| Jupiter Topco LLC 0.00% of their portfolio | 67.0k $1.2m | First filing |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 66.9k $1.2m | New |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 65.4k $1.2m | New |