FASTLY, INC.
At today's price, FASTLY, INC. (FSLY) is priced for today's economics sustained for ~8.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Fastly runs an edge-cloud platform that delivers and secures internet content close to users, and the business is inflecting: first-quarter revenue grew 20% to a record $173 million, gross margin hit 62.5%, and the security line grew 47% [Source: Q1 2026 results, May 2026]. • The biggest risk is customer concentration: the 10-K discloses that ⟦"TikTok was one of our largest customers for the year ended December 31, 2025⟧ and notes uncertainty about how a restructuring there could affect traffi
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327 institutional managers reported holding FSLY in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 49%. 117 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 18.7M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FSLY's share count grew 33.2% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at FSLY over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FSLY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +12.8% | -22.1% |
| 2023-11-04 | +12.3% | -7.9% |
| 2024-02-23 | -28.6% | -8.9% |
| 2024-05-02 | -30.5% | -15.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FSLY's latest 8-K filings: 2026-06-09 (items 5.02, 5.07); 2026-05-06 (items 2.02, 9.01); 2026-03-05 (items 4.01); 2026-02-11 (items 2.02, 7.01, 9.01); 2025-12-17 (items 1.01, 2.03, 3.02, 8.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.