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, Q1 2026
Institutional positions in Fastly, Inc. as of Mar 31, 2026. 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
- 340
- +91 vs. Q4 2025
- Shares held
- 138.1M
- +39.7M (+40.4%) vs. Q4 2025
- Total value
- $4.00B
- +$3.00B (+299.8%) vs. Q4 2025
- New holders
- 127
- 102 more added
- Sold out
- 36
- 72 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Fastly, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,438,640 | $361.5M | 0.01% | −394,935−3.1% | Reduced |
| Vanguard Portfolio Management LLC | 11,017,485 | $320.2M | 0.02% | +11,017,485 | New |
| FMR LLC | 8,636,789 | $251.0M | 0.01% | +7,572,885+711.8% | Added |
| Legal & General Group Plc | 8,059,757 | $234.2M | 0.05% | −545,955−6.3% | Reduced |
| First Trust Advisors LP | 7,031,952 | $204.3M | 0.15% | +3,524,763+100.5% | Added |
| Vanguard Capital Management LLC | 5,997,103 | $174.3M | 0.00% | +5,997,103 | New |
| Two Sigma Investments, LP | 5,614,247 | $163.2M | 0.14% | +2,491,276+79.8% | Added |
| Voya Investment Management LLC | 3,930,328 | $114.2M | 0.12% | +2,910,957+285.6% | Added |
| Capital World Investors | 3,754,537 | $109.1M | 0.01% | +3,754,537 | New |
| Geode Capital Management, LLC | 3,577,910 | $104.0M | 0.01% | +100,235+2.9% | Added |
| Penserra Capital Management LLC | 3,537,970 | $102.8M | 1.21% | −2,294,054−39.3% | Reduced |
| State Street Corp | 3,254,929 | $94.6M | 0.00% | +92,165+2.9% | Added |
| Point72 Asset Management, L.P. | 3,150,321 | $91.5M | 0.16% | −404,432−11.4% | Reduced |
| Dimensional Fund Advisors LP | 2,741,549 | $79.6M | 0.02% | +11,022+0.4% | Added |
| D. E. Shaw & Co., Inc. | 2,624,057 | $76.3M | 0.06% | +1,990,019+313.9% | Added |
| Jane Street Group, LLC | 2,540,660 | $73.8M | 0.08% | +2,479,297+4,040.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,160,547 | $62.8M | 0.21% | +2,117,405+4,908.0% | Added |
| Price T Rowe Associates Inc | 2,108,776 | $61.3M | 0.01% | +1,947,756+1,209.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,061,861 | $59.9M | 0.04% | +916,849+80.1% | Added |
| Nordea Investment Management AB | 2,058,580 | $56.0M | 0.05% | +2,058,580 | New |
| Nuveen, LLC | 1,863,145 | $54.1M | 0.01% | +133,489+7.7% | Added |
| Northern Trust Corp | 1,654,812 | $48.1M | 0.01% | +136,887+9.0% | Added |
| HRT Financial LP | 1,545,483 | $44.9M | 0.11% | +1,545,483 | New |
| Morgan Stanley | 1,459,497 | $42.4M | 0.00% | −6,879,737−82.5% | Reduced |
| Millennium Management LLC | 1,414,618 | $41.1M | 0.03% | +1,009,973+249.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,393,646 | $40.5M | 0.09% | +376,944+37.1% | Added |
| Lord, Abbett & Co. LLC | 1,385,315 | $40.3M | 0.13% | +1,385,315 | New |
| Bank of America Corp | 1,269,369 | $36.9M | 0.00% | +792,459+166.2% | Added |
| UBS Group AG | 1,232,739 | $35.8M | 0.01% | +736,577+148.5% | Added |
| Goldman Sachs Group Inc | 1,177,040 | $34.2M | 0.00% | −475,839−28.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,156,799 | $33.6M | 0.01% | −8,362−0.7% | Reduced |
| Oberweis Asset Management Inc | 1,071,022 | $31.1M | 0.92% | +381,222+55.3% | Added |
| Tudor Investment Corp Et Al | 1,036,479 | $30.1M | 0.16% | +719,176+226.7% | Added |
| Algert Global LLC | 923,870 | $26.8M | 0.40% | −884,061−48.9% | Reduced |
| Vanguard Fiduciary Trust Co | 901,656 | $26.2M | 0.01% | +901,656 | New |
| Invesco Ltd. | 891,262 | $25.9M | 0.00% | +483,114+118.4% | Added |
| Driehaus Capital Management LLC | 838,328 | $24.4M | 0.18% | −546,639−39.5% | Reduced |
| Squarepoint Ops LLC | 825,660 | $24.0M | 0.05% | +156,580+23.4% | Added |
| Great West Life Assurance Co | 733,163 | $21.3M | 0.04% | −1,154,943−61.2% | Reduced |
| Bank of New York Mellon Corp | 703,753 | $20.5M | 0.00% | −809,338−53.5% | Reduced |
| SG Americas Securities, LLC | 685,415 | $19.9M | 0.02% | +339,587+98.2% | Added |
| GMT Capital Corp | 598,800 | $17.4M | 0.79% | +598,800 | New |
| Renaissance Technologies LLC | 518,354 | $15.1M | 0.02% | −119,100−18.7% | Reduced |
| Deutsche Bank AG | 514,786 | $15.0M | 0.00% | +379,158+279.6% | Added |
| Citadel Advisors LLC | 460,314 | $13.4M | 0.01% | −1,552,316−77.1% | Reduced |
| Jump Financial, LLC | 417,600 | $12.1M | 0.18% | +96,916+30.2% | Added |
| Berkshire Capital Holdings Inc | 403,830 | $11.7M | 4.23% | +403,830 | New |
| Raymond James Financial Inc | 448,839 | $11.6M | 0.00% | +403,813+896.8% | Added |
| Summit Partners Public Asset Management, LLC | 391,481 | $11.4M | 0.53% | +391,481 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 389,593 | $11.3M | 0.02% | −32,431−7.7% | Reduced |
| JPMorgan Chase & Co | 413,133 | $10.5M | 0.00% | +92,405+28.8% | Added |
| Neuberger Berman Group LLC | 326,745 | $9.50M | 0.01% | +326,745 | New |
| IMC-Chicago, LLC | 315,110 | $9.16M | 0.14% | +219,662+230.1% | Added |
| Masters Capital Management LLC | 300,000 | $8.72M | 1.29% | +300,000 | New |
| AQR Capital Management LLC | 315,147 | $8.62M | 0.00% | +53,905+20.6% | Added |
| Jupiter Asset Management Ltd | 292,861 | $8.51M | 0.05% | +280,291+2,229.8% | Added |
| PDT Partners, LLC | 290,072 | $8.43M | 0.50% | −543,343−65.2% | Reduced |
| G2 Investment Partners Management LLC | 289,568 | $8.41M | 2.07% | +59,668+26.0% | Added |
| Swiss National Bank | 280,900 | $8.16M | 0.00% | +4,900+1.8% | Added |
| UBS Asset Management Americas Inc | 278,752 | $8.10M | 0.00% | −31,854−10.3% | Reduced |
| Prudential Financial Inc | 273,770 | $7.96M | 0.01% | −1,622,626−85.6% | Reduced |
| Barclays PLC | 265,253 | $7.71M | 0.00% | −115,617−30.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 259,838 | $7.55M | 0.76% | −14,000−5.1% | Reduced |
| Proem Advisors LLC | 259,343 | $7.54M | 2.49% | −10,657−3.9% | Reduced |
| Tenzing Global Management, LLC | 250,000 | $7.26M | 6.03% | +250,000 | New |
| Polen Capital Management LLC | 238,518 | $6.93M | 0.05% | +238,518 | New |
| Divisadero Street Capital Management, LP | 225,000 | $6.54M | 0.31% | +225,000 | New |
| Trexquant Investment LP | 218,808 | $6.36M | 0.05% | −55,799−20.3% | Reduced |
| D L Carlson Investment Group Inc | 213,025 | $6.19M | 1.06% | +213,025 | New |
| EAM Investors, LLC | 205,508 | $5.97M | 0.69% | +205,508 | New |
| Rhumbline Advisers | 182,284 | $5.30M | 0.00% | −407−0.2% | Reduced |
| Castleark Management LLC | 177,688 | $5.16M | 0.17% | +177,688 | New |
| BNP Paribas Arbitrage, SA | 176,843 | $5.14M | 0.00% | −143,324−44.8% | Reduced |
| Gotham Asset Management, LLC | 175,679 | $5.11M | 0.02% | +113,344+181.8% | Added |
| California State Teachers Retirement System | 164,446 | $4.78M | 0.01% | +31,994+24.2% | Added |
| Seldon Capital LP | 151,265 | $4.40M | 1.62% | +151,265 | New |
| Creative Planning | 151,021 | $4.39M | 0.00% | +87,739+138.6% | Added |
| Science & Technology Partners, L.P. | 151,000 | $4.39M | 1.15% | +151,000 | New |
| Verition Fund Management LLC | 150,212 | $4.37M | 0.04% | −6,420−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 139,761 | $4.06M | 0.01% | +81,336+139.2% | Added |
| Engineers Gate Manager LP | 134,156 | $3.90M | 0.05% | +32,517+32.0% | Added |
| Wells Fargo & Company | 128,219 | $3.73M | 0.00% | −72,920−36.3% | Reduced |
| American Century Companies Inc | 126,409 | $3.67M | 0.00% | −39,043−23.6% | Reduced |
| Osterweis Capital Management Inc | 125,495 | $3.65M | 0.19% | +125,495 | New |
| XTX Topco Ltd | 115,245 | $3.35M | 0.06% | +75,704+191.5% | Added |
| Neo Ivy Capital Management | 113,339 | $3.29M | 0.87% | +113,339 | New |
| Walleye Capital LLC | 112,471 | $3.27M | 0.02% | +43,063+62.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 110,508 | $3.21M | 0.01% | +93,840+563.0% | Added |
| SEI Investments Co | 109,311 | $3.18M | 0.00% | +41,684+61.6% | Added |
| Citigroup Inc | 108,282 | $3.15M | 0.00% | −97,132−47.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 105,000 | $3.05M | 0.66% | +105,000 | New |
| Franklin Resources Inc | 102,033 | $2.97M | 0.00% | +79,526+353.3% | Added |
| Knights of Columbus Asset Advisors LLC | 97,502 | $2.83M | 0.16% | −43,818−31.0% | Reduced |
| Vanguard Asset Management, Ltd | 94,688 | $2.75M | 0.00% | +94,688 | New |
| Ameriprise Financial Inc | 93,039 | $2.70M | 0.00% | +93,039 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,118 | $2.59M | 0.01% | +34,764+64.0% | Added |
| Russell Investments Group, Ltd. | 88,541 | $2.57M | 0.00% | −95,028−51.8% | Reduced |
| Susquehanna International Group, LLP | 88,070 | $2.56M | 0.00% | +20,931+31.2% | Added |
| Picton Mahoney Asset Management | 85,325 | $2.48M | 0.03% | +85,325 | New |
| Manufacturers Life Insurance Company, The | 80,763 | $2.35M | 0.00% | +16,209+25.1% | Added |