Fastly Inc

FSLY

Market cap $3.24B

FSLY Hedge Fund Activity: Q1 2026 in Review

339 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q1 2026, worth a combined $4B — up 240% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new FSLY positions and 36 closed out — a net gain of 91 holders — while 101 added to existing stakes and 72 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $113M.

• 339 institutional investors held Fastly Inc (FSLY) as of Q1 2026, up from 251 in Q4 2025.
• Funds reported $4B of Fastly Inc stock for Q1 2026, up 240% quarter-over-quarter.
• 127 funds opened new Fastly Inc positions in Q1 2026 and 36 closed out, a net change of +91 holders.
• The largest Fastly Inc buyer in Q1 2026 was Fidelity Investments, an estimated $124M added.
• The largest Fastly Inc seller in Q1 2026 was Morgan Stanley, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2026.