Fastly Inc - Class A (FSLY) 13F Investor Activity Report (Q2 2026)

FSLY ranks #2209 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

288 institutions disclose a position in FSLY, but none treat it as a major bet — even Divisadero Street Capital Management, LP, its most concentrated holder, allocates just 0.7% of its own portfolio to it.

California State Teachers Retirement System has added to its FSLY position for two straight quarters, increasing it by $158.4M to reach $159.7M today.

Morgan Stanley has trimmed its FSLY position for two straight quarters, cutting it by $46.6M while still holding $38.3M.

FSLY is up 1.3% today, and institutions have been net buyers of $466.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

FSLY reported a net loss of $121.7M in its latest fiscal year.

• Not yet profitable — net loss of $121.7M in the latest fiscal year
• Revenue grew 14.8% year over year
• Net income improved year over year, from -$158.1M to -$121.7M
• Generated $94.4M in positive operating cash flow
• Current ratio of 2.61x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.61x equity — within a conventional range