Fastly, Inc. (FSLY) research
Fastly, Inc.- Sector
- Technology
- Last price
- $27.42
- As of
Fastly, Inc. (FSLY): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-17.
As of . Source: SEC EDGAR filings for FSLY. Method and limitations.
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- highCONSENSUS_BUY
5 tracked funds increased FSLY this 2026Q2, institutional consensus
- highCONSENSUS_BUY
4 tracked funds increased FSLY this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +357% to FSLY (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 91% of FSLY (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +910% to FSLY (2026Q2)
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Every signal on FSLY, as it fires
You are seeing 5 of 45 signals recorded on FSLY since 2026-05-27.
The five above landed across 2 days. The other 40 were recorded on 4 other days. 35 of the 45 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in FSLY (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 31188V100 · 2026Q2 | $121.5M | 0.06% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 31188V100 · 2026Q2 | $111.3M | 0.08% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 31188V100 · 2026Q2 | $27.8M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 31188V100 · 2026Q2 | $10.9M | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 31188V100 · 2026Q2 | $6M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, FSLY
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
FSLY against its peers
FSLY's operating margin of -19.1% ranks in the 6th percentile of 24 Technology sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-06-30.
| Metric | FSLY | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 624M USD | 901M USD | 19 | 23 |
| Gross margin | 57.1% | 75.2% | 17 | 20 |
| Operating margin | -19.1% | 5.6% | 6 | 24 |
| Net margin | -19.5% | 8.1% | 6 | 24 |
| Return on equity | -13.1% | 8.7% | 2 | 20 |
| P / E | n/a | 45.8x | n/a | 14 |
Peers (24): CLSK, TENB, QTWO, WK, BILL, YOU, FRSH, BB, KVYO, BOX, SPSC, PONY, AVPT, ACIW, INTA, TTAN, ALRM, TDC, APPN, CVLT, RNG, GDS, QLYS, PEGA. Left out: CORZ (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (FSLY: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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