Fastly, Inc.
FSLY • NYSE
Fastly, Inc. is a software - application company in the technology sector on NYSE, led by Todd Nightingale, with a market cap of $1.5B. As of Q3 2025, 71% of shares are held by 228 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.31%.
Chief Executive OfficerTodd Nightingale
Market Cap$1.5B
Software - Application
Technology
Employees1.2K
Websitefastly.com
Country
United States of America
Overview
Overview of institutional ownership in FSLY as of Q3 2025 with a market cap of $1.3B
All Institutions
- Institutions
- 228
- Value Held
- $899.5M
- Shares Held
- 105.2M
- Avg Position
- $3.9M
- Median Position
- $205.6K
Hedge Funds
- Hedge Funds
- 39
- Value Held
- $113.8M
- Shares Held
- 13.3M
- Avg Position
- $2.9M
- Median Position
- $390.1K
Ownership Breakdown
Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in FSLY as of Q3 2025
| Institution | Position Value |
|---|---|
 VANGUARD GROUP INC Institution | $142.5M 0.00% of portfolio |
B BlackRock, Inc. Institution | $107.5M 0.00% of portfolio |
L LEGAL & GENERAL GROUP PLC Institution | $75.1M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $62.1M 0.00% of portfolio |
 Penserra Capital Management LLC ETF Provider | $61.9M 0.84% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $35.4M 0.01% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $27.7M 0.00% of portfolio |
 STATE STREET CORP Institution | $27.0M 0.00% of portfolio |
 FIRST TRUST ADVISORS LP ETF Provider | $23.2M 0.02% of portfolio |
R ROYAL BANK OF CANADA Institution | $21.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FSLY in Q3 2025
- Traded
- +$61.5M
- Buyers
- 111
- Sellers
- 109
- Total Bought
- +$154.0M
- Total Sold
- −$92.5M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Penserra Capital Management LLC ETF Provider | +$61.9M +7.2M shares |
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short | +$21.2M +2.5M shares |
N Nuveen, LLC Institution | +$14.6M +1.7M shares |
 ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | +$9.7M +1.1M shares |
VANGUARD GROUP INC Institution | +$4.7M +554.9K shares |
 FMR LLC Institution | +$4.6M +538.0K shares |
 Caption Management, LLC Hedge Fund•Long/Short | +$3.5M +406.6K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | +$3.1M +362.5K shares |
B BlackRock, Inc. Institution | +$2.6M +303.9K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$2.6M +300.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Marshall Wace LLP Institution | −$18.5M −2.2M shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$8.1M −948.7K shares |
J JANE STREET GROUP, LLC Institution | −$6.2M −727.4K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | −$5.7M −670.8K shares |
 VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$4.7M −551.3K shares |
C Cubist Systematic Strategies, LLC Institution | −$4.6M −536.9K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$4.4M −516.0K shares |
F First Eagle Investment Management, LLC Long Only Manager | −$3.8M −541.2K shares |
J Jump Financial, LLC Institution | −$2.7M −389.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.2M −253.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FSLY in Q3 2025
- New Positions
- 20
- New Value
- $3.3M
- Exited Positions
- 39
- Exited Value
- $15.7M
New Positions
| Institution | Position Value |
|---|---|
 Knights of Columbus Asset Advisors LLC Long Only Manager | $1.0M 117.2K shares |
P PICTON MAHONEY ASSET MANAGEMENT Institution | $780.4K 91.3K shares |
 Susquehanna Portfolio Strategies, LLC Private Equity | $543.1K 63.5K shares |
P PharVision Advisers, LLC Hedge Fund•Long/Short | $288.7K 33.8K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $202.1K 23.6K shares |
R Squared Ltd Private Equity | $134.3K 15.7K shares |
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy | $133.7K 15.6K shares |
 LeConte Wealth Management, LLC RIA/Wealth | $91.6K 10.7K shares |
S State of Alaska, Department of Revenue Institution | $57.2K 6.7K shares |
B Byrne Asset Management LLC RIA/Wealth | $43.1K 5.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
F First Eagle Investment Management, LLC Long Only Manager | $3.8M 541.2K shares |
J Jump Financial, LLC Institution | $2.7M 389.2K shares |
 ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant | $1.5M 213.9K shares |
 ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $1.4M 193.4K shares |
B Brevan Howard Capital Management LP Institution | $946.3K 134.0K shares |
H HRT FINANCIAL LLC Institution | $737.9K 104.5K shares |
 Willow Creek Wealth Management Inc. RIA/Wealth | $723.5K 102.5K shares |
M Migdal Insurance & Financial Holdings Ltd. Institution | $423.6K 60.0K shares |
V Virtu Financial LLC Institution | $379.1K 53.7K shares |
 Firsthand Capital Management, Inc. Institution | $353.0K 50.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in FSLY as of Q3 2025
- Call Positions
- 13
- Call Value
- $21.7M
- Put Positions
- 14
- Put Value
- $22.2M
Call Positions
| Institution | Position Value |
|---|---|
P PEAK6 LLC Institution | $8.7M 10.2K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $5.7M 6.6K contracts |
 UBS Group AG Institution | $2.4M 2.8K contracts |
W WOLVERINE TRADING, LLC Institution | $1.1M 1.3K contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.0M 1.2K contracts |
 Walleye Trading LLC RIA/Wealth | $1.0M 1.2K contracts |
J JANE STREET GROUP, LLC Institution | $854.1K 999.0 contracts |
Caption Management, LLC Hedge Fund•Long/Short | $342.0K 400.0 contracts |
 CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro | $259.1K 303.0 contracts |
S Squarepoint Ops LLC Hedge Fund•Quant | $159.9K 187.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $7.0M 8.2K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.2M 3.7K contracts |
 Crawford Fund Management, LLC Hedge Fund•Long/Short | $3.1M 3.6K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.8M 2.1K contracts |
 BARCLAYS PLC Institution | $1.7M 2.0K contracts |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $1.3M 1.5K contracts |
UBS Group AG Institution | $856.7K 1.0K contracts |
P PEAK6 LLC Institution | $855.0K 1.0K contracts |
Walleye Trading LLC RIA/Wealth | $839.6K 982.0 contracts |
BANK OF AMERICA CORP /DE/ Institution | $555.8K 650.0 contracts |
Most Committed Institutions
Institutions with FSLY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short | 0.99% $21.2M |
Penserra Capital Management LLC ETF Provider | 0.84% $61.9M |
 PDT Partners, LLC Hedge Fund•Quant | 0.45% $7.1M |
H HUSSMAN STRATEGIC ADVISORS, INC. Institution | 0.39% $1.8M |
C Corton Capital Inc. Institution | 0.32% $129.7K |
 Semanteon Capital Management, LP Hedge Fund•Long/Short | 0.26% $208.6K |
 Relyea Zuckerberg Hanson LLC RIA/Wealth | 0.25% $2.3M |
 GMT CAPITAL CORP Hedge Fund•Long/Short | 0.23% $5.1M |
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | 0.22% $13.0M |
Caption Management, LLC Hedge Fund•Long/Short | 0.20% $3.5M |
Hedge Fund Spotlight
Discover hedge funds investing in FSLY
Caption Management, LLC
Hedge Fund • Long/Short
Portfolio ManagerWilliam Lamblè Cooper
- Portfolio Value
- $1.7B
- Positions
- 576
- Last Reported
- Q3 2025
Sector Allocation
Position in Fastly, Inc.
- Market Value
- $3.5M
- Shares Held
- 406.6K
- Portfolio Weight
- 0.20%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $155.7M | 9.09% | |
Specialty Retail Consumer Cyclical | $126.3M | 7.38% | |
Semiconductors Technology | $93.3M | 5.45% |
