Fastly, Inc.
FSLY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001517413
In the last 90 days, Fastly, Inc. insiders filed 0 open-market purchases and 28 sales; 283 institutions reported holding it in 13F filings for Q2 2026, worth $2.73B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Fastly, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 252
- +19 vs. Q3 2025
- Shares held
- 115.3M
- +10.6M (+10.1%) vs. Q3 2025
- Total value
- $1.17B
- +$278.4M (+31.1%) vs. Q3 2025
- New holders
- 57
- 81 more added
- Sold out
- 38
- 62 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FSLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 283 | $2.73B |
| Q1 2026 | 340 | $4.00B |
| Q4 2025 | 252 | $1.17B |
| Q3 2025 | 239 | $899.6M |
| Q2 2025 | 236 | $706.8M |
| Q1 2025 | 230 | $620.6M |
| Q4 2024 | 227 | $875.5M |
| Q3 2024 | 217 | $737.0M |
| Q2 2024 | 242 | $669.8M |
| Q1 2024 | 257 | $1.14B |
| Q4 2023 | 264 | $1.65B |
| Q3 2023 | 253 | $1.79B |
| Q2 2023 | 245 | $1.35B |
| Q1 2023 | 257 | $1.50B |
| Q4 2022 | 232 | $655.1M |
| Q3 2022 | 246 | $695.8M |
| Q2 2022 | 254 | $924.7M |
| Q1 2022 | 273 | $1.27B |
| Q4 2021 | 317 | $2.78B |
| Q3 2021 | 305 | $2.93B |
| Q2 2021 | 349 | $4.48B |
| Q1 2021 | 371 | $4.95B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Fastly, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| G2 Investment Partners Management LLC | 229,900 | $2.34M | 0.56% | +229,900 | New |
| Marshall Wace, LLP | 254,696 | $2.59M | 0.00% | −970,424−79.2% | Reduced |
| DeepCurrents Investment Group LLC | 256,500 | $2.61M | 0.10% | +256,500 | New |
| AQR Capital Management LLC | 261,242 | $2.65M | 0.00% | −153,811−37.1% | Reduced |
| Proem Advisors LLC | 270,000 | $2.75M | 0.93% | +270,000 | New |
| Relyea Zuckerberg Hanson LLC | 273,838 | $2.79M | 0.28% | 00.0% | Unchanged |
| Trexquant Investment LP | 274,607 | $2.80M | 0.02% | +93,031+51.2% | Added |
| Swiss National Bank | 276,000 | $2.81M | 0.00% | +9,400+3.5% | Added |
| UBS Asset Management Americas Inc | 310,606 | $3.16M | 0.00% | +11,967+4.0% | Added |
| Tudor Investment Corp Et Al | 317,303 | $3.23M | 0.02% | +301,708+1,934.6% | Added |
| BNP Paribas Arbitrage, SA | 320,167 | $3.26M | 0.00% | −18,037−5.3% | Reduced |
| Jump Financial, LLC | 320,684 | $3.26M | 0.04% | +320,684 | New |
| JPMorgan Chase & Co | 320,728 | $3.27M | 0.00% | +135,919+73.5% | Added |
| SG Americas Securities, LLC | 345,828 | $3.52M | 0.00% | +164,994+91.2% | Added |
| Barclays PLC | 380,870 | $3.88M | 0.00% | +46,538+13.9% | Added |
| Millennium Management LLC | 404,645 | $4.12M | 0.00% | −91,358−18.4% | Reduced |
| Invesco Ltd. | 408,148 | $4.15M | 0.00% | +49,093+13.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 422,024 | $4.30M | 0.01% | −30,968−6.8% | Reduced |
| Bank of America Corp | 476,910 | $4.85M | 0.00% | +242,621+103.6% | Added |
| UBS Group AG | 496,162 | $5.05M | 0.00% | −369,326−42.7% | Reduced |
| D. E. Shaw & Co., Inc. | 634,038 | $6.45M | 0.00% | +206,520+48.3% | Added |
| Renaissance Technologies LLC | 637,454 | $6.49M | 0.01% | +268,213+72.6% | Added |
| Squarepoint Ops LLC | 669,080 | $6.81M | 0.01% | +281,087+72.4% | Added |
| Oberweis Asset Management Inc | 689,800 | $7.02M | 0.26% | +689,800 | New |
| PDT Partners, LLC | 833,415 | $8.48M | 0.55% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,016,702 | $10.4M | 0.03% | +330,855+48.2% | Added |
| Voya Investment Management LLC | 1,019,371 | $10.4M | 0.01% | +993,810+3,888.0% | Added |
| FMR LLC | 1,063,904 | $10.8M | 0.00% | +212,693+25.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,145,012 | $11.7M | 0.01% | +1,145,012 | New |
| Charles Schwab Investment Management Inc | 1,165,161 | $11.9M | 0.00% | +9,355+0.8% | Added |
| Driehaus Capital Management LLC | 1,384,967 | $14.1M | 0.10% | +1,384,967 | New |
| Bank of New York Mellon Corp | 1,513,091 | $15.4M | 0.00% | −35,068−2.3% | Reduced |
| Northern Trust Corp | 1,517,925 | $15.5M | 0.00% | −43,218−2.8% | Reduced |
| Goldman Sachs Group Inc | 1,652,879 | $16.8M | 0.00% | −749,645−31.2% | Reduced |
| Nuveen, LLC | 1,729,656 | $17.6M | 0.00% | −293,353−14.5% | Reduced |
| Two Sigma Advisers, LP | 1,752,500 | $17.8M | 0.03% | +1,077,300+159.6% | Added |
| Algert Global LLC | 1,807,931 | $18.4M | 0.29% | +286,198+18.8% | Added |
| Great West Life Assurance Co | 1,888,106 | $19.2M | 0.03% | −40,330−2.1% | Reduced |
| Prudential Financial Inc | 1,896,396 | $19.3M | 0.02% | +1,845,821+3,649.7% | Added |
| Citadel Advisors LLC | 2,012,630 | $20.5M | 0.01% | +1,343,738+200.9% | Added |
| Dimensional Fund Advisors LP | 2,730,527 | $27.8M | 0.01% | −1,407,281−34.0% | Reduced |
| Two Sigma Investments, LP | 3,122,971 | $31.8M | 0.05% | +1,726,776+123.7% | Added |
| State Street Corp | 3,162,764 | $32.2M | 0.00% | +7,613+0.2% | Added |
| Geode Capital Management, LLC | 3,477,675 | $35.4M | 0.00% | +233,184+7.2% | Added |
| First Trust Advisors LP | 3,507,189 | $35.7M | 0.03% | +787,981+29.0% | Added |
| Point72 Asset Management, L.P. | 3,554,753 | $36.2M | 0.06% | +2,386,742+204.3% | Added |
| Alyeska Investment Group, L.P. | 4,789,185 | $48.8M | 0.14% | +4,623,767+2,795.2% | Added |
| Penserra Capital Management LLC | 5,832,024 | $59.4M | 0.71% | −1,403,625−19.4% | Reduced |
| Morgan Stanley | 8,339,234 | $84.9M | 0.01% | +1,071,222+14.7% | Added |
| Legal & General Group Plc | 8,605,712 | $87.6M | 0.02% | −180,990−2.1% | Reduced |
| BlackRock, Inc. | 12,833,575 | $130.6M | 0.00% | +256,741+2.0% | Added |
| Vanguard Group Inc | 16,976,906 | $172.8M | 0.00% | +310,234+1.9% | Added |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −2,476,487−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −678,274−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −598,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −406,551−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −199,475−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −147,860−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −116,617−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −91,273−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −39,515−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −36,620−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −28,209−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,539−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −24,393−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −21,769−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,981−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,833−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −15,706−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −15,637−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,941−100.0% | Sold out |
| Midwest Financial Group LLC | 0 | $0 | 0.00% | −12,875−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,095−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |