FASTLY INC - CLASS A (FSLY) Institutional Ownership Changes & 13F Activity

FASTLY INC - CLASS A (FSLY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Renaissance Technologies LLC, First Eagle U.S. Value, ARK Invest, and Tiger Global Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementBuy238,518238,518$6,931,333
Q1 2026Renaissance Technologies LLCSell-119,100518,354$15,063,367
Q4 2025Renaissance Technologies LLCBuy268,213637,454$6,489,282
Q3 2025Renaissance Technologies LLCBuy250,500369,241$3,157,011
Q2 2025Renaissance Technologies LLCSell-412,359118,741$838,311
Q2 2025First Eagle U.S. ValueSell-105,500541,173$3,820,681
Q1 2025First Eagle U.S. ValueBuy308,500646,673$4,093,440
Q4 2024First Eagle U.S. ValueBuy338,173338,173$3,192,353
Q3 2023Renaissance Technologies LLCSell-103,100531,100$10,181
Q2 2023Renaissance Technologies LLCBuy619,900634,200$10,001
Q4 2022Renaissance Technologies LLCSell-1,20014,300$117
Q3 2022Renaissance Technologies LLCSell-1,405,50315,500$142
Q2 2022Renaissance Technologies LLCBuy194,2031,421,003$16,498
Q1 2022Renaissance Technologies LLCBuy556,1001,226,800$21,322
Q1 2021ARK InvestBuy294,9071,433,563$96,450
Q4 2020ARK InvestBuy1,138,6561,138,656$99,484
Q3 2020Renaissance Technologies LLCBuy580,000670,700$62,831
Q2 2020Renaissance Technologies LLCBuy90,70090,700$7,721
Q2 2019Tiger Global ManagementBuy400,000400,000$8,112

Frequently asked questions about FSLY activity

  • Which institutional owners are buying FSLY?

    Institutional owners buying FSLY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FSLY activity?

    "Buy" means an investor increased their reported position in FSLY compared to the prior reporting period. This reflects growing exposure to FASTLY INC - CLASS A (FSLY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FSLY increasing?

    Institutional interest in FSLY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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