$FSLY

$25.61 +$1.20 (4.92%) Close

$FSLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 159.3M shares outstanding

Who owns FSLY?

By type of holder

Institutions 92.7% Insiders 0.0% Everyone else 7.3%

Concentration Top 10 holders own 50.7%

BlackRock, Inc. 9.6% · FMR LLC 7.5%

Institutional ownership

92.7%

+6.0 pts vs last qtr

Institutional holders

280

-60 vs last qtr

Net shares bought

+9.6M

by institutions in Q2 2026

New / sold out

54 / 114

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Capital World Investors +4.5M
D. E. Shaw & Co., Inc. +4.0M

Biggest sellers in Q2 2026

Legal & General Group Plc −3.7M
Point72 Asset Management, L.P. SOLD OUT −3.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$80.7M

89 notices from 17 people

Shares covered

4.7M

2.92% of the company

Arranged in advance

78%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

The Per Artur Bergman Revocable Trust Director 10b5-1 $32.4M
The Per Artur Bergman Revocable Trust Director 10b5-1 $13M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+114.9%

+13.60% a year

Each share's claim on the business

−53.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $724M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years3% 1–3 years8% Under 1 year22%

Quarterly turnover

22.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FSLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	15.2M	9.56%	+2.8M (+22.4%)	≤2021	0.0%
Shares held by quarter Peak holding15.2M (Q2'26) Change over 8 quarters+3.6M Share of the company9.560% BlackRock, Inc.'s full portfolio →
F FMR LLC	11.9M	7.47%	+3.3M (+37.7%)	≤2021	0.0%
Shares held by quarter Peak holding11.9M (Q2'26) Change over 8 quarters+11.9M Share of the company7.470% FMR LLC's full portfolio →

BlackRock, Inc.

15.2M

% of company

9.56%

Change vs last qtr

+2.8M (+22.4%)

Held since

≤2021

FMR LLC

11.9M

% of company

7.47%

Change vs last qtr

+3.3M (+37.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Fastly, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FSLY on Form N-PORT; together they hold 52.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$147M	8.0M	5.03%	0.16%	June 30, 2026
SS Select Software and IT Services Portfolio Fidelity Select Portfolios	$90.5M	4.0M	2.49%	1.15%	August 31, 2026

SMALLCAP World Fund Inc

Position value

$147M

% of company

5.03%

% of the fund

0.16%

As of

June 30, 2026

Select Software and IT Services Portfolio

Fidelity Select Portfolios

Position value

$90.5M

% of company

2.49%

% of the fund

1.15%

As of

August 31, 2026

23 more funds behind a free account

See every fund holding Fastly, Inc. and how much of the fund the position is.

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