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Livermore
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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 29 sales; 284 institutions reported holding it in 13F filings for Q2 2026, worth $2.73B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Fastly, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of FSLY: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2523340+91
Shares115.3M17.0M138.1M+39.7M (+40.4%)
Value$1.17B$172.8M$4.00B+$3.00B (+299.8%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Fastly, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 127 by value.

Institutions new to FSLY in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC11,017,485$320.2M0.02%
Vanguard Capital Management LLC5,997,103$174.3M0.00%
Capital World Investors3,754,537$109.1M0.01%
Nordea Investment Management AB2,058,580$56.0M0.05%
HRT Financial LP1,545,483$44.9M0.11%
Lord, Abbett & Co. LLC1,385,315$40.3M0.13%
Vanguard Fiduciary Trust Co901,656$26.2M0.01%
GMT Capital Corp598,800$17.4M0.79%
Berkshire Capital Holdings Inc403,830$11.7M4.23%
Summit Partners Public Asset Management, LLC391,481$11.4M0.53%
Neuberger Berman Group LLC326,745$9.50M0.01%
Masters Capital Management LLC300,000$8.72M1.29%
Tenzing Global Management, LLC250,000$7.26M6.03%
Polen Capital Management LLC238,518$6.93M0.05%
Divisadero Street Capital Management, LP225,000$6.54M0.31%
D L Carlson Investment Group Inc213,025$6.19M1.06%
EAM Investors, LLC205,508$5.97M0.69%
Castleark Management LLC177,688$5.16M0.17%
Seldon Capital LP151,265$4.40M1.62%
Science & Technology Partners, L.P.151,000$4.39M1.15%
Osterweis Capital Management Inc125,495$3.65M0.19%
Neo Ivy Capital Management113,339$3.29M0.87%
Hussman Strategic Advisors, Inc.105,000$3.05M0.66%
Vanguard Asset Management, Ltd94,688$2.75M0.00%
Ameriprise Financial Inc93,039$2.70M0.00%
Picton Mahoney Asset Management85,325$2.48M0.03%
Group One Trading, L.P.79,571$2.31M0.08%
Allianz Asset Management GmbH71,707$2.08M0.00%
Convergence Investment Partners, LLC67,125$1.95M0.32%
Sigma Planning Corp65,057$1.89M0.05%
Bridgewater Associates, LP62,767$1.82M0.01%
Vanguard Global Advisers, LLC59,632$1.73M0.00%
Thoroughbred Financial Services, LLC59,063$1.72M0.10%
Jefferies Financial Group Inc.58,660$1.70M0.02%
Williamson Legacy Group, LLC58,612$1.70M1.28%
Range Financial Group LLC57,363$1.67M0.56%
Toroso Investments, LLC56,045$1.63M0.01%
Elo Mutual Pension Insurance Co50,906$1.48M0.02%
Ninepoint Partners LP50,668$1.47M0.17%
Polymer Capital Management (HK) LTD50,000$1.45M0.20%
WBI Investments48,908$1.42M0.39%
Millington Securities, LLC48,908$1.42M0.39%
Huntleigh Advisors, Inc.46,520$1.35M0.23%
Headlands Technologies LLC46,475$1.35M0.15%
Mercer Global Advisors Inc45,572$1.32M0.00%
Parallax Volatility Advisers, L.P.45,468$1.32M0.06%
Fifth Third Bancorp43,797$1.27M0.00%
Simplex Trading, LLC39,355$1.14M0.04%
Bannerstone Capital Management, LLC38,790$1.13M1.17%
Janney Montgomery Scott LLC35,197$1.02M0.00%
Vanguard Investments Australia, Ltd.34,562$1.00M0.00%
Stephens Inc33,269$966.8K0.01%
Bridgeway Capital Management, LLC30,000$871.8K0.02%
Havemeyer Place LP28,805$837.1K0.10%
Envestnet Asset Management Inc26,024$756.3K0.00%
REX Advisers, LLC25,800$749.7K4.38%
Bank of Montreal22,856$664.2K0.00%
RFG Advisory, LLC21,680$630.0K0.01%
Polymer Capital Management (US) LLC19,834$576.4K0.09%
Scientech Research LLC19,497$566.6K0.47%
Skopos Labs, Inc.19,404$563.9K0.02%
Entropy Technologies, LP18,701$543.5K0.03%
Strategic Investment Solutions, Inc.10,501$537.6K0.13%
Captrust Financial Advisors18,331$532.6K0.00%
Counterpoint Mutual Funds LLC18,264$530.8K0.08%
Cerity Partners LLC18,023$523.7K0.00%
CIBC World Markets Inc.16,944$492.4K0.00%
Archer Investment Corp16,535$480.5K0.10%
Nomura Holdings Inc15,714$456.6K0.00%
NBC Securities, Inc.15,364$446.5K0.03%
Fox Run Management, L.L.C.17,327$442.2K0.08%
Jag Capital Management, LLC14,505$421.5K0.05%
Gordian Capital Singapore Pte Ltd14,500$421.4K0.71%
Financiere des Professionnels - Fonds d,investissement inc.14,302$415.6K0.02%
State of Wisconsin Investment Board13,846$402.4K0.00%
Banque Cantonale Vaudoise12,812$372.0K0.01%
Armistice Capital, LLC12,432$361.3K0.01%
Blair William & Co12,119$352.2K0.00%
Revere Asset Management, Inc11,636$338.1K0.17%
Universal- Beteiligungs- und Servicegesellschaft mbH11,605$337.2K0.00%
Lester Murray Antman dba SimplyRich10,733$311.0K0.08%
Capstone Investment Advisors, LLC10,427$303.0K0.00%
Abel Hall, LLC10,372$301.4K0.06%
Epiq Partners, LLC10,059$292.3K0.14%
Defiance ETFs, LLC10,035$291.6K0.00%
Conway Capital Management, Inc.10,000$290.6K0.14%
CIBC Asset Management Inc9,719$282.4K0.00%
Cornerstone Investment Partners, LLC9,413$273.5K0.01%
Swiss Life Asset Management Ltd9,297$270.2K0.00%
Sanctuary Advisors, LLC9,098$264.4K0.00%
Greenleaf Trust8,921$259.2K0.00%
Cetera Investment Advisers8,783$255.2K0.00%
Sagespring Wealth Partners, LLC8,517$247.5K0.00%
Jain Global LLC8,384$243.6K0.00%
DnB Asset Management AS8,011$232.8K0.00%
HighTower Advisors, LLC7,982$232.0K0.00%
Focused Wealth Management, Inc7,677$223.1K0.02%
Thrivent Financial for Lutherans7,989$222.0K0.00%
StoneX Group Inc.7,523$218.6K0.01%
Cane Capital Partners, LLC7,502$218.0K0.10%

Sold out (36)

Institutions that held Fastly, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of FSLY in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Alyeska Investment Group, L.P.4,789,185$48.8M
Two Sigma Advisers, LP1,752,500$17.8M
DeepCurrents Investment Group LLC256,500$2.61M
Edgestream Partners, L.P.158,479$1.61M
PEAK6 LLC91,934$935.9K
Y-Intercept (Hong Kong) Ltd90,729$923.6K
Bridgefront Capital, LLC70,822$721.0K
Archon Capital Management LLC70,000$712.6K
Massar Capital Management, LP63,090$642.3K
Dynamic Technology Lab Private Ltd55,355$564.0K
Gsa Capital Partners LLP50,391$513.0K
Woodline Partners LP37,216$378.9K
HSBC Holdings PLC35,464$361.9K
Winton Group Ltd29,700$302.3K
PharVision Advisers, LLC29,612$301.4K
Quantbot Technologies LP23,160$235.8K
Centiva Capital, LP21,969$223.6K
Caxton Associates LLP18,479$188.1K
Quest Partners LLC17,489$178.0K
Oppenheimer & Co Inc15,550$158.3K
Skaana Management L.P.15,500$157.8K
Ambassador Advisors, LLC15,000$152.7K
Magnetar Financial LLC12,039$122.6K
Byrne Asset Management LLC11,630$118.4K
Quotient Wealth Partners, LLC11,576$117.8K
Walleye Trading LLC10,694$108.9K
Pilgrim Partners Asia Pte Ltd4,600$46.8K
Amalgamated Bank4,386$45.0K
Schroder Investment Management Group1,003$10.2K
Aventura Private Wealth, LLC500$5.09K
Navalign, LLC341$3.47K
Flagship Harbor Advisors, LLC309$3.15K
Strategic Advocates LLC83$842
Torren Management, LLC52$529
Clearstead Advisors, LLC9$92
Medallion Wealth Advisors, LLC7$71

Not filed for Q1 2026 yet (3)

Institutions that held Fastly, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FSLY in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc16,976,906$172.8M
Global Retirement Partners, LLC720$7.33K
CIBC Private Wealth Group, LLC381$3.88K