Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FSLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.4M | $361.5M | -3.1% | 7.948% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.0M | $320.2M | β | 7.040% | 0.02% |
| 3 | FMR LLC | 8.6M | $251.0M | +711.8% | 5.519% | 0.01% |
| 4 | Legal & General Group Plc | 8.1M | $234.2M | -6.3% | 5.150% | 0.05% |
| 5 | FIRST TRUST ADVISORS LP | 7.0M | $204.3M | +100.5% | 4.493% | 0.15% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | $174.3M | β | 3.832% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 5.6M | $163.2M | +79.8% | 3.587% | 0.13% |
| 8 | VOYA INVESTMENT MANAGEMENT LLC | 3.9M | $114.2M | +285.6% | 2.511% | 0.12% |
| 9 | CITADEL ADVISORS LLC | 3.8M | $110.1M | +49.6% | 2.422% | 0.05% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.8M | $110.0M | +231.1% | 2.418% | 0.01% |
| 11 | Capital World Investors | 3.8M | $109.1M | β | 2.399% | 0.01% |
| 12 | UBS Group AG | 3.6M | $106.0M | +5.6% | 2.331% | 0.02% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $104.0M | +2.9% | 2.286% | 0.01% |
| 14 | STATE STREET CORP | 3.3M | $94.6M | +2.9% | 2.080% | 0.00% |
| 15 | Point72 Asset Management, L.P. | 3.2M | $92.4M | -10.6% | 2.032% | 0.13% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $79.6M | +0.4% | 1.752% | 0.02% |
| 17 | D. E. Shaw & Co., Inc. | 2.6M | $76.3M | +313.9% | 1.677% | 0.07% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.2M | $62.8M | +4908.0% | 1.381% | 0.21% |
| 19 | NORDEA INVESTMENT MANAGEMENT AB | 2.1M | $56.0M | β | 1.315% | 0.05% |
| 20 | Nuveen, LLC | 1.9M | $54.1M | +7.7% | 1.191% | 0.01% |
| 21 | NORTHERN TRUST CORP | 1.7M | $48.1M | +9.0% | 1.057% | 0.01% |
| 22 | MILLENNIUM MANAGEMENT LLC | 1.6M | $45.5M | β | 1.000% | 0.03% |
| 23 | MORGAN STANLEY | 1.5M | $42.4M | -82.5% | 0.933% | 0.00% |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | 1.4M | $40.5M | +37.1% | 0.890% | 0.09% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.3M | $36.9M | +166.2% | 0.811% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FSLY β a direct measure of their conviction.
Filings activity in FSLY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 335 | +36% | 132.52% | +94.31 pp | $3.85B | +247% |
| Q4 2025 | 246 | +7.9% | 38.21% | +9.85 pp | $1.11B | +35% |
| Q3 2025 | 228 | 1.3% | 28.36% | +4.69 pp | $823M | +20% |
| Q2 2025 | 231 | +3.6% | 23.67% | 10.25 pp | $687M | 30% |
| Q1 2025 | 223 | +0.0% | 33.92% | 16.03 pp | $985M | 32% |
| Q4 2024 | 223 | +8.8% | 49.95% | +25.85 pp | $1.45B | +107% |
| Q3 2024 | 205 | 12% | 24.10% | 21.24 pp | $700M | 47% |
| Q2 2024 | 233 | β | 45.34% | β | $1.32B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FSLY stock.
Based on Q1 2026 13F filings, institutional ownership of Fastly, Inc. stands at 132.5%, held across 335 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FSLY, with approximately 12,438,640 shares worth $0.36B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of FSLY, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for FSLY is 89 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
129 institutions opened new positions in FSLY during Q1 2026, while 40 fully exited. 191 added to existing positions and 12 trimmed.
FSLY institutional ownership rose by 94.31 percentage points quarter-over-quarter, with a net change of +89 holders.
The top 10 institutions account for 53.1% of all reported 13F value in FSLY, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Fastly, Inc. (FSLY) Institutional Ownership