Fastly, Inc. (FSLY) shareholders
FSLYNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-K/A on Nov 10, 2026Score 9/3014% above fair value
$16.62−0.57 (-3.32%)
Close on Nov 13, 2026Market cap $2.65BP/E –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 · 173 sales
Net sold $88.59M
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 |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (9.90%) | 15,811,950 | 9.90% | 13G (passive) amendment | Sep 30, 2026 |
| BlackRock, Inc. | 13,852,509 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 9,911,206 | 6.22% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (5.80%) | 8,831,038 | 5.80% | 13G (passive) | Mar 31, 2026 |
| Capital World Investors | 8,228,136 | 5.30% | 13G (passive) | Jun 30, 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% | $84.86M | +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% | $42.03M | +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)
272 funds held FSLY in Q2 2026, 41% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 2,920,488 | 1.83% | Oct 28, 2026 |
| Charles Lacey Compton III | CEO, Director | 822,559 | 0.52% | Oct 28, 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 |
| Aida Alvarez | Director | 105,667 | 0.07% | Jun 5, 2026 |
| Charles J. Meyers | Director | 97,775 | 0.06% | Jun 5, 2026 |
| David Hornik | Director | 269,431 | 0.17% | Jun 5, 2026 |
| Vanessa C. Smith | Director | 98,267 | 0.06% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Charles Lacey Compton III CEO, Director | Oct 26, 2026 | Sale(10b5-1 plan) | −8,941 | $24.98 | $223.35K | 822,559 |
| Artur Bergman Chief Technology Officer, Director | Oct 26, 2026 | Sale(10b5-1 plan) | −32,139 | $25.61 | $823.08K | 1,024,239 |
| Artur Bergman Chief Technology Officer, Director | Oct 26, 2026 | Sale(10b5-1 plan) | −4,900 | $24.60 | $120.54K | 1,056,378 |
| Charles Lacey Compton III CEO, Director | Oct 19, 2026 | Sale(10b5-1 plan) | −9,016 | $23.08 | $208.09K | 831,500 |
| Charles Lacey Compton III CEO, Director | Oct 16, 2026 | Sale(10b5-1 plan) | −11,433 | $24.90 | $284.68K | 840,516 |
| Artur Bergman Chief Technology Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −800 | $28.45 | $22.76K | 1,061,278 |
| Artur Bergman Chief Technology Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −5,500 | $27.64 | $152.02K | 1,062,078 |
| Artur Bergman Chief Technology Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −30,739 | $26.62 | $818.27K | 1,067,578 |
| Artur Bergman Chief Technology Officer, Director | Oct 9, 2026 | Sale(10b5-1 plan) | −3,002 | $30.07 | $90.27K | 1,098,317 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
13.38%
19M shares short
Days to cover
4.1
At 5M shares a day
Change since last report
-5.6%
From 21M shares
Short volume, 20 days
49.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Fastly's stock actually held short. Settlement fails (shares not delivered on time) peaked at 17,274 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| The Per Artur Bergman Revocable Trust Director, Officer | Oct 26, 2026 | 40,042 | $977.43K | Oct 26, 2026 | Founders Shares |
| Charles Lacey Compton III Director, Officer | Oct 26, 2026 | 8,941 | $218.25K | Oct 26, 2026 | Restricted Stock Units |
| Charles Lacey Compton III Director, Officer | Oct 19, 2026 | 9,016 | $202.59K | Oct 19, 2026 | Restricted Stock Units |
| Charles Lacey Compton III Director, Officer | Oct 13, 2026 | 11,344 | $286.89K | Oct 16, 2026 | RESTRICTED |
| The Per Artur Bergman Revocable Trust Director, Officer | Sep 28, 2026 | 111,116 | $2.77M | Sep 28, 2026 | Founders Shares |
| The Per Artur Bergman Revocable Trust Director, Officer | Sep 23, 2026 | 353,532 | $9.22M | Sep 23, 2026 | Founders Shares |
| Jeffrey Ford Officer | Sep 17, 2026 | 45,832 | $1.08M | Sep 17, 2026 | Restricted Stock Units |
| Scott R. Lovett Officer | Sep 17, 2026 | 41,815 | $984.33K | Sep 17, 2026 | Restricted Stock Units |
| Charles Lacey Compton III Director, Officer | Sep 14, 2026 | 50,392 | $1.17M | Sep 14, 2026 | RSU/PSU |
| Per Artur Bergman Trust Revocable Trust Director, Officer | Sep 14, 2026 | 138,895 | $3.22M | Sep 14, 2026 | RSU/PSU |
| Jeffrey Ford Officer | Sep 11, 2026 | 29,753 | $639.39K | Sep 16, 2026 | RESTRICTED |
| Scott R. Lovett Officer | Sep 11, 2026 | 33,950 | $729.59K | Sep 16, 2026 | RESTRICTED |
| Charles Lacey Compton III Director, Officer | Sep 8, 2026 | 2,436 | $50.16K | Sep 8, 2026 | Performance Stock Units |
| Per Artur Bergman Trust Revocable Trust Director, Officer | Sep 8, 2026 | 9,260 | $190.66K | Sep 8, 2026 | Restricted and Performance Stock Units |
| Per Artur Bergman Trust Revocable Trust Director, Officer | Sep 3, 2026 | 36,095 | $737.42K | Sep 3, 2026 | RSU/PSU |
See a number that looks wrong?