FSLYNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Fastly, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.99+0.52 (+2.31%)
Close on Oct 19, 2026
- Market cap
- $3.62B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.2%
148M of 159M shares
Institutional holders
282
55 new, 104 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 170 sales
Net sold $89.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Capital World Investors | 8,228,136 | 5.30% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 13,852,509 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 12,085,496 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 11,074,945 | 7.29% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FSLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,222,887 | 9.56% | $279.49M | +2,784,247 | 0.00% |
| FMR LLC | 11,892,230 | 7.47% | $218.34M | +3,255,441 | 0.01% |
| Vanguard Portfolio Management LLC | 9,814,704 | 6.16% | $180.20M | −1,202,781 | 0.01% |
| Capital World Investors | 8,228,136 | 5.17% | $151.07M | +4,473,599 | 0.02% |
| First Trust Advisors LP | 7,681,005 | 4.82% | $141.02M | +649,053 | 0.08% |
| D. E. Shaw & Co., Inc. | 6,616,726 | 4.15% | $121.48M | +3,992,669 | 0.06% |
| Vanguard Capital Management LLC | 6,314,616 | 3.96% | $115.94M | +317,513 | 0.00% |
| Two Sigma Investments, LP | 6,062,511 | 3.81% | $111.31M | +448,264 | 0.08% |
| Penserra Capital Management LLC | 4,621,879 | 2.90% | $84.86K | +1,083,909 | 0.65% |
| Legal & General Group Plc | 4,366,475 | 2.74% | $80.08M | −3,693,282 | 0.02% |
| Geode Capital Management, LLC | 3,910,461 | 2.45% | $71.81M | +332,551 | 0.00% |
| State Street Corp | 3,537,037 | 2.22% | $64.94M | +282,108 | 0.00% |
| Alyeska Investment Group, L.P. | 3,165,326 | 1.99% | $58.12M | New | 0.15% |
| Dimensional Fund Advisors LP | 3,064,798 | 1.92% | $56.26M | +323,249 | 0.01% |
| Jane Street Group, LLC | 2,599,187 | 1.63% | $47.72M | +58,527 | 0.00% |
| Driehaus Capital Management LLC | 2,544,406 | 1.60% | $46.72M | +1,706,078 | 0.27% |
| Goldman Sachs Group Inc | 2,483,043 | 1.56% | $45.59M | +1,306,003 | 0.00% |
| Voya Investment Management LLC | 2,437,955 | 1.53% | $44.76M | −1,492,373 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 2,289,082 | 1.44% | $42.03K | +180,306 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 2,190,081 | 1.37% | $40.21M | +29,534 | 0.11% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 282 | 148M | 93.2% | 55 / 100 | 89 / 104 | 36M | 26M |
| Q1 2026 | 340 | 138M | 86.7% | 127 / 102 | 72 / 36 | 67M | 28M |
| Q4 2025 | 252 | 116M | 72.8% | 57 / 80 | 63 / 38 | 26M | 15M |
| Q3 2025 | 239 | 105M | 66.2% | 44 / 68 | 76 / 40 | 18M | 15M |
| Q2 2025 | 236 | 103M | 64.6% | 54 / 69 | 66 / 46 | 21M | 16M |
| Q1 2025 | 230 | 98M | 61.6% | 43 / 74 | 65 / 36 | 15M | 9M |
| Q4 2024 | 227 | 93M | 58.2% | 50 / 68 | 61 / 35 | 15M | 21M |
| Q3 2024 | 217 | 99M | 62.2% | 31 / 67 | 70 / 53 | 28M | 9M |
| Q2 2024 | 242 | 92M | 57.5% | 44 / 83 | 70 / 56 | 16M | 28M |
| Q1 2024 | 257 | 105M | 65.6% | 54 / 85 | 73 / 59 | 30M | 23M |
| Q4 2023 | 264 | 98M | 61.8% | 50 / 87 | 81 / 36 | 13M | 9M |
| Q3 2023 | 252 | 94M | 58.9% | 51 / 72 | 75 / 42 | 19M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FSLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 8,006,949 | 5.03% | $147.01M | 0.16% | Jun 30, 2026 |
| Amplify Cybersecurity ETF | 4,621,879 | 2.90% | $84.86M | 3.27% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,484,277 | 2.81% | $82.33M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,933,193 | 2.47% | $72.21M | 0.09% | Jun 30, 2026 |
| First Trust Nasdaq Cybersecurity ETF | 3,664,031 | 2.30% | $67.27M | 0.49% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,459,137 | 2.17% | $61.45M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 3,227,842 | 2.03% | $59.26M | 0.03% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 2,758,848 | 1.73% | $50.65M | 1.86% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,866,335 | 1.17% | $34.27M | 0.07% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 1,802,200 | 1.13% | $32.02M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,687,540 | 1.06% | $30.98M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,675,366 | 1.05% | $37.96M | 0.11% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,414,432 | 0.89% | $25.97M | 0.17% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,373,100 | 0.86% | $25.21M | 0.41% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1,313,600 | 0.82% | $24.12M | 0.25% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Artur Bergman | Chief Technology Officer, Director | 3,252,376 | 2.04% | Sep 30, 2026 |
| Charles Lacey Compton III | CEO, Director | 851,949 | 0.53% | Sep 16, 2026 |
| Todd Nightingale | CEO, Director | 1,901,200 | 1.19% | May 30, 2025 |
| Scott R. Lovett | President, Go to Market | 1,281,583 | 0.80% | Sep 21, 2026 |
| Jeffrey Ford | Principal Accounting Officer | 293,693 | 0.18% | Sep 21, 2026 |
| Richard Wong | CFO | 1,074,431 | 0.67% | Aug 25, 2026 |
| Ronald W. Kisling | Chief Financial Officer | 627,590 | 0.39% | Jul 17, 2025 |
| Christopher B. Paisley | Director | 296,313 | 0.19% | Sep 2, 2026 |
| Paula Loop | Director | 90,443 | 0.06% | Aug 14, 2026 |
| Richard Devon Daniels | Director | 51,197 | 0.03% | Aug 11, 2026 |
| Vanessa C. Smith | Director | 98,267 | 0.06% | Jun 5, 2026 |
| Aida Alvarez | Director | 105,667 | 0.07% | Jun 5, 2026 |
| David Hornik | Director | 269,431 | 0.17% | Jun 5, 2026 |
| Charles J. Meyers | Director | 97,775 | 0.06% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Artur Bergman Chief Technology Officer, Director | Sep 29, 2026 | Sale(10b5-1 plan) | −3,961 | $25.26 | $100.05K | 1,101,319 |
| Artur Bergman Chief Technology Officer, Director | Sep 28, 2026 | Sale(10b5-1 plan) | −32,878 | $24.75 | $813.73K | 1,105,480 |
| Artur Bergman Chief Technology Officer, Director | Sep 28, 2026 | Sale(10b5-1 plan) | −200 | $25.23 | $5.05K | 1,105,280 |
| Artur Bergman Chief Technology Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −24,300 | $29.17 | $708.83K | 1,486,060 |
| Artur Bergman Chief Technology Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −262,185 | $30.15 | $7.90M | 1,223,875 |
| Artur Bergman Chief Technology Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −85,517 | $30.65 | $2.62M | 1,138,358 |
| Artur Bergman Chief Technology Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −7,600 | $28.04 | $213.10K | 1,510,360 |
| Artur Bergman Chief Technology Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −27,900 | $27.82 | $776.18K | 1,517,960 |
| Artur Bergman Chief Technology Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −45,646 | $27.51 | $1.26M | 1,545,860 |
| Artur Bergman Chief Technology Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −1,100 | $26.62 | $29.28K | 1,591,506 |
| Artur Bergman Chief Technology Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −2,400 | $25.32 | $60.77K | 1,592,606 |
| Jeffrey Ford Principal Accounting Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −2,000 | $23.57 | $47.14K | 293,693 |
| Jeffrey Ford Principal Accounting Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −6,338 | $25.37 | $160.80K | 249,861 |
| Jeffrey Ford Principal Accounting Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −37,494 | $24.58 | $921.60K | 256,199 |
| Scott R. Lovett President, Go to Market | Sep 17, 2026 | Sale(10b5-1 plan) | −5,690 | $25.38 | $144.41K | 1,281,583 |
| Scott R. Lovett President, Go to Market | Sep 17, 2026 | Sale(10b5-1 plan) | −34,325 | $24.58 | $843.71K | 1,287,273 |
| Scott R. Lovett President, Go to Market | Sep 17, 2026 | Sale(10b5-1 plan) | −1,800 | $23.56 | $42.41K | 1,321,598 |
| Artur Bergman Chief Technology Officer, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −2,200 | $25.30 | $55.66K | 1,595,006 |
| Jeffrey Ford Principal Accounting Officer | Sep 16, 2026 | Sale | −37,091 | $23.84 | $884.25K | 295,693 |
| Scott R. Lovett President, Go to Market | Sep 16, 2026 | Sale | −34,820 | $23.85 | $830.46K | 1,323,398 |
| Artur Bergman Chief Technology Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −2,500 | $25.14 | $62.85K | 1,597,206 |
| Charles Lacey Compton III CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −50,392 | $24.93 | $1.26M | 851,949 |
| Artur Bergman Chief Technology Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,700 | $23.60 | $63.72K | 1,628,085 |
| Artur Bergman Chief Technology Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −23,879 | $24.54 | $585.99K | 1,604,206 |
| Artur Bergman Chief Technology Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,500 | $25.02 | $112.59K | 1,599,706 |
| Artur Bergman Chief Technology Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −400 | $24.11 | $9.64K | 1,630,785 |
| Artur Bergman Chief Technology Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −8,560 | $22.66 | $193.97K | 1,631,185 |
| Artur Bergman Chief Technology Officer, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −300 | $22.51 | $6.75K | 1,639,745 |
| Charles Lacey Compton III CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −2,436 | $21.23 | $51.72K | 902,341 |
| Artur Bergman Chief Technology Officer, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −7,742 | $20.66 | $159.95K | 1,650,822 |
| Artur Bergman Chief Technology Officer, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −10,777 | $21.08 | $227.18K | 1,640,045 |
| Artur Bergman Chief Technology Officer, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −17,576 | $20.66 | $363.12K | 1,896,249 |
| Charles Lacey Compton III CEO, Director | Sep 2, 2026 | Sale(10b5-1 plan) | −9,458 | $20.42 | $193.13K | 904,777 |
| Charles Lacey Compton III CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −18,978 | $21.86 | $414.86K | 915,335 |
| Charles Lacey Compton III CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −1,100 | $22.61 | $24.87K | 914,235 |
| Charles Lacey Compton III CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −35,501 | $21.10 | $749.07K | 934,313 |
| Charles Lacey Compton III CEO, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −15,028 | $23.00 | $345.64K | 969,814 |
| Scott R. Lovett President, Go to Market | Aug 31, 2026 | Sale | −19,624 | $23.00 | $451.35K | 1,358,218 |
| Artur Bergman Chief Technology Officer, Director | Aug 31, 2026 | Sale | −6,225 | $23.00 | $143.18K | 1,913,825 |
| Christopher B. Paisley Director | Aug 31, 2026 | Sale(10b5-1 plan) | −3,000 | $23.00 | $69.00K | 280,485 |
| Artur Bergman Chief Technology Officer, Director | Aug 27, 2026 | Sale | −851 | $24.08 | $20.49K | 1,920,050 |
| Richard Wong CFO | Aug 21, 2026 | Sale(10b5-1 plan) | −16,855 | $23.64 | $398.45K | 1,074,431 |
| Richard Wong CFO | Aug 21, 2026 | Sale(10b5-1 plan) | −1,808 | $24.95 | $45.11K | 1,043,610 |
| Richard Wong CFO | Aug 21, 2026 | Sale(10b5-1 plan) | −29,013 | $24.29 | $704.73K | 1,045,418 |
| Charles Lacey Compton III CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −5,400 | $25.08 | $135.43K | 985,542 |
| Charles Lacey Compton III CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −5,098 | $24.08 | $122.76K | 990,942 |
| Charles Lacey Compton III CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −700 | $26.05 | $18.24K | 984,842 |
| Artur Bergman Chief Technology Officer, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −4,164 | $25.78 | $107.35K | 1,973,504 |
| Artur Bergman Chief Technology Officer, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −16,435 | $24.98 | $410.55K | 1,977,668 |
| Artur Bergman Chief Technology Officer, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −11,088 | $23.94 | $265.45K | 1,994,103 |
| Scott R. Lovett President, Go to Market | Aug 18, 2026 | Sale | −14,936 | $28.60 | $427.17K | 1,377,842 |
| Richard Wong CFO | Aug 18, 2026 | Sale | −148,015 | $28.61 | $4.23M | 1,091,286 |
| Charles Lacey Compton III CEO, Director | Aug 18, 2026 | Sale(10b5-1 plan) | −34,552 | $28.60 | $988.19K | 996,040 |
| Artur Bergman Chief Technology Officer, Director | Aug 18, 2026 | Sale(10b5-1 plan) | −32,387 | $28.60 | $926.27K | 2,005,191 |
| Paula Loop Director | Aug 12, 2026 | Sale(10b5-1 plan) | −7,332 | $30.00 | $219.96K | 90,443 |
| Richard Devon Daniels Director | Aug 7, 2026 | Sale | −11,080 | $22.90 | $253.73K | 51,197 |
| Charles Lacey Compton III CEO, Director | Aug 4, 2026 | Sale(10b5-1 plan) | −14,868 | $25.00 | $371.70K | 1,030,592 |
| Charles Lacey Compton III CEO, Director | Jul 17, 2026 | Sale(10b5-1 plan) | −2,714 | $20.51 | $55.66K | 1,049,819 |
| Charles Lacey Compton III CEO, Director | Jul 17, 2026 | Sale(10b5-1 plan) | −4,204 | $21.10 | $88.70K | 1,045,615 |
| Charles Lacey Compton III CEO, Director | Jul 17, 2026 | Sale(10b5-1 plan) | −155 | $21.90 | $3.39K | 1,045,460 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Compton Charles III Director, Officer | Oct 13, 2026 | 11,344 | $286.89K | Oct 16, 2026 | RESTRICTED |
| Per Artur Bergman Revocable Trust The Director, Officer | Sep 28, 2026 | 111,116 | $2.77M | Sep 28, 2026 | Founders Shares |
| Per Artur Bergman Revocable Trust The Director, Officer | Sep 23, 2026 | 353,532 | $9.22M | Sep 23, 2026 | Founders Shares |
| Ford Jeffrey Officer | Sep 17, 2026 | 45,832 | $1.08M | Sep 17, 2026 | Restricted Stock Units |
| Lovett Scott Officer | Sep 17, 2026 | 41,815 | $984.33K | Sep 17, 2026 | Restricted Stock Units |
| L. Compton Charles III Director, Officer | Sep 14, 2026 | 50,392 | $1.17M | Sep 14, 2026 | RSU/PSU |
| Artur Bergman Trust Revocable Trust Per Director, Officer | Sep 14, 2026 | 138,895 | $3.22M | Sep 14, 2026 | RSU/PSU |
| Ford Jeffrey Officer | Sep 11, 2026 | 29,753 | $639.39K | Sep 16, 2026 | RESTRICTED |
| Lovett Scott Officer | Sep 11, 2026 | 33,950 | $729.59K | Sep 16, 2026 | RESTRICTED |
| L. Compton Charles III Director, Officer | Sep 8, 2026 | 2,436 | $50.16K | Sep 8, 2026 | Performance Stock Units |
| Artur Bergman Trust Revocable Trust Per Director, Officer | Sep 8, 2026 | 9,260 | $190.66K | Sep 8, 2026 | Restricted and Performance Stock Units |
| Artur Bergman Trust Revocable Trust Per Director, Officer | Sep 3, 2026 | 36,095 | $737.42K | Sep 3, 2026 | RSU/PSU |
| L. Compton Charles III Director, Officer | Sep 2, 2026 | 9,458 | $196.44K | Sep 2, 2026 | Performance Stock Units |
| L. Compton Charles III Director, Officer | Sep 1, 2026 | 55,579 | $1.27M | Sep 1, 2026 | RSU/PSU |
| Christopher B. Paisley Director | Aug 31, 2026 | 3,000 | $69.00K | Aug 31, 2026 | Restricted Stock Vesting |