§ TECHNOLOGY
USD · TechnologyFSLY
FASTLY INC - CLASS A
USDSector · TechnologyBeta · 0.40
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
163 increased/new, 97 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 1.64 | EPS (TTM) | -0.69 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 12.4M | 0.0% | −3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.0M | n/a | n/a |
| Fidelity Management | 8.6M | 0.0% | +712% |
| Legal & General Group Plc | 8.1M | 0.1% | −6% |
| FIRST TRUST ADVISORS LP | 7.0M | 0.1% | +101% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for FSLY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.9% · 0 holders
OTHER2.7% · 254 holders
PASSIVE / INDEX1.3% · 11 holders
QUALITY / COMPOUNDER0.9% · 22 holders
DEALER / BANK0.6% · 31 holders
TACTICAL / MACRO0.3% · 4 holders
SYSTEMATIC / QUANT0.2% · 12 holders
ACTIVIST0.1% · 1 holder
DEEP VALUE0.1% · 1 holder
INCOME / DEFENSIVE0.1% · 13 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FSLY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FSLY yet.