13FPulse
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FS

FSLY FASTLY INC - CLASS A

2026Q2 · CUSIP 31188V100 · Sector: Technology

Funds left

Funds are exiting, but the price is holding

Funds that own it
279
Institutions that reported holding it to the SEC
Net decrease in holders
61
Last quarter 340 → now 279
How unusual is that
Bottom 20%
Stronger than only 1.8% of US stocks
What the filings say, in one paragraph

279 funds held FSLY at the end of 2026Q2, down 61 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $687M(YoY +20.3%), return on equity is -8.2%. FSLY has had 8 buying rushes in its history, and the price moved +55.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q3: holders=86 2019Q4: holders=117 2020Q1: holders=147 2020Q2: holders=296 2020Q3: holders=352 2020Q4: holders=429 2021Q1: holders=366 2021Q2: holders=349 2021Q3: holders=303 2021Q4: holders=315 2022Q1: holders=274 2022Q2: holders=251 2022Q3: holders=244 2022Q4: holders=230 2023Q1: holders=253 2023Q2: holders=244 2023Q3: holders=250 2023Q4: holders=264 2024Q1: holders=255 2024Q2: holders=242 2024Q3: holders=216 2024Q4: holders=232 2025Q1: holders=229 2025Q2: holders=237 2025Q3: holders=241 2025Q4: holders=253 2026Q1: holders=340 2026Q2: holders=279 -149 -74.5 +0 +74.5 +149 77264451 19Q320Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% — —
2023Q1 Top 10% +44.1% +30.2%
2020Q4 Top 10% -46.3% -48.9%
2020Q3 Top 5% -5.8% -44.6%
2020Q2 Top 1% in the market -1.3% +20.4%
2020Q1 Top 5% +101.7% +99.0%
2019Q4 Top 20% +72.0% +233.7%
2019Q3 Top 10% +15.6% +99.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
140
Change in large funds
-10
Total value they hold
$2.7B
Funds buying for the first time
54
Funds that sold out entirely
115
Price change that quarter
+22.3%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.53
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
+20.3%
Net margin
-11.8%
ROE
-8.2%
Debt ratio
34.1%
FCF (TTM)
$51M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.48 2021-12-31: EPS -0.49 2022-03-31: EPS -0.54 2022-06-30: EPS -0.14 2022-09-30: EPS -0.52 2022-12-31: EPS -0.37 2023-03-31: EPS -0.36 2023-06-30: EPS -0.08 2023-09-30: EPS -0.42 2023-12-31: EPS -0.17 2024-03-31: EPS -0.32 2024-06-30: EPS -0.32 2024-09-30: EPS -0.27 2024-12-31: EPS -0.23 2025-03-31: EPS -0.27 2025-06-30: EPS -0.26 2025-09-30: EPS -0.20 2025-12-31: EPS -0.10 2026-03-31: EPS -0.13 2026-06-30: EPS -0.10 0M 92M 183M $M -0.59 -0.30 0.00 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-36M-7M23M 201820192020202120222023202420252026
Latest quarter $8M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.