Fastly, Inc.· FSLY

🇺🇸 US · MidBroad USNASDAQ

Technology Software - Application Website

Price: $23.86
Day: -2.89%
Mkt Cap: $3.73B
52W Range: $7.74 – $34.82
Volume: 7.84M
Beta: 0.36

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 318 institutions hold; 155 added, 96 reduced
Insiders Q3 2026: no purchases, 43 sales ($17.2M)

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Fastly, Inc.

FSLY|Technology|Software - Application

Current price: $24

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.9x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

8 sellers

vs 4.2 avg per quarter

Institutional net breadth · Q2 2026

211 adding vs 209 reducing

Institutional ownership · Q2 2026

95.0%

318 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

15.2M

+19.3%

FMR LLC

11.9M

+34.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.8M

-13.2%

CAPITAL WORLD INVESTORS

8.2M

+113.6%

FIRST TRUST ADVISORS LP

7.7M

+6.4%

D. E. SHAW & CO., INC.

6.6M

+145.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

107

77 buying107 unchanged50 selling

234 funds held FSLY in Q2 2026, holding 84.7M shares between them, up 11.9% on the quarter.

Largest fund holders

SPDR SERIES TRUST44.6K sh

FORUM FUNDS34.7K sh

Brighthouse Funds Trust I28.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Mar 10

Bergman Artur

$6.0M

Sale · Aug 18

WONG RICHARD

$4.2M

Sale · Feb 12

Bergman Artur

$4.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FSLY on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FSLY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FSLY

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

43 sales totaling $17.2M (685.7K shares)

Share volume is at a routine pace (0.9x average)

8 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.9x

Selling pace

quarter in progress, filings still arriving

2.10%

Stake sold

of active insiders' holdings

8 sellers

Seller breadth

vs 4.2 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, FSLY

Top 8 highest-value insider trades from the last 8 quarters

Bergman Artur

CTO

Sell

265,000 shares at $22.79

≈14.2% of their stake at the time

Mar 10, 2026$6.04M

WONG RICHARD

CFO

Sell

148,015 shares at $28.61

≈11.9% of their stake at the time

Aug 18, 2026$4.23M

Bergman Artur

CTO

Sell

247,039 shares at $16.11

≈10.6% of their stake at the time

Feb 12, 2026$3.98M

Bergman Artur

CTO

Sell

187,595 shares at $20.44

≈8.6% of their stake at the time

Mar 2, 2026$3.83M

Bergman Artur

CTO

Sell

199,643 shares at $15.11

≈7.9% of their stake at the time

Feb 12, 2026$3.02M

Bergman Artur

CTO

Sell

131,047 shares at $18.25

≈5.2% of their stake at the time

Feb 13, 2026$2.39M

Bergman Artur

CTO

Sell

132,366 shares at $17.19

≈6.3% of their stake at the time

Feb 12, 2026$2.28M

Bergman Artur

CTO

Sell

153,533 shares at $10.49

≈4.6% of their stake at the time

Nov 6, 2025$1.61M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FSLY

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

95.0% institutional ownership

Balanced activity: 211 adding vs 209 reducing

13F shares increased by 7.7%, a significant shift

Momentum weakening from prior quarter

Net breadth

211 adding vs 209 reducing

Balanced

1.01

Add / reduce ratio

in Q2 2026

-57

New − closed

56 initiated, 113 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+211 growing-209 shrinkingNet: +2

155

113

New (56)

Increased (155)

Reduced (96)

Closed (113)

Top Institutional Holders, FSLY

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

15.2M

$279.5M

Ownership

9.66%

+19.3%

FMR LLC

11.9M

$218.3M

Ownership

7.55%

+34.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.8M

$180.2M

Ownership

6.23%

-13.2%

CAPITAL WORLD INVESTORS

8.2M

$151.1M

Ownership

5.22%

+113.6%

FIRST TRUST ADVISORS LP

7.7M

$141.0M

Ownership

4.87%

+6.4%

D. E. SHAW & CO., INC.

6.6M

$121.5M

Ownership

4.20%

+145.7%

VANGUARD CAPITAL MANAGEMENT LLC

6.3M

$115.9M

Ownership

4.01%

+2.6%

TWO SIGMA INVESTMENTS, LP

6.1M

$111.3M

Ownership

3.85%

+5.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 234 ETFs and mutual funds reporting

77 buying50 sellingNet: +27

107

Buying (77)

Unchanged (107)

Selling (50)

In total, funds bought 15.9M shares and sold 5.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

234 ETFs and mutual funds reporting

77 funds buying vs 50 selling

Top Fund Holders, FSLY

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

44.6K

Weight

0.22%

Jul 31, 2026No change

FORUM FUNDS

34.7K

Weight

—

Jul 31, 2026No change

Brighthouse Funds Trust I

28.8K

Weight

0.00%

Jun 30, 2026Increased

Voya VARIABLE PORTFOLIOS INC

28.7K

Weight

0.21%

Jun 30, 2026Decreased

ALLSPRING VARIABLE TRUST

28.6K

Weight

5.64%

Jun 30, 2026No change

AB VARIABLE PRODUCTS SERIES FUND, INC.

27.0K

Weight

1.15%

Jun 30, 2026No change

John Hancock Exchange-Traded Fund Trust

25.2K

Weight

0.05%

Jun 30, 2026No change

DEUTSCHE DWS INVESTMENTS VIT FUNDS

23.8K

Weight

4.36%

Jun 30, 2026Increased

Fastly, Inc.· FSLY

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings124Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings124Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights