Guru Ownership Trend
Guru Analysis for Fastly, Inc. (FSLY)
Fastly, Inc. (FSLY), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.59 M.
Top institutional holders include Steven Cohen and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $17.03 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 226.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 18.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Fastly, Inc. (FSLY)
Major holders include Steven Cohen ($91.55 M), Paul Tudor Jones ($30.12 M), Renaissance Technologies (RenTech) ($15.06 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.42 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.03 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited FSLY. The total reported sell value was $15.21 M.
Yes, 3 managers opened new positions in FSLY, and 3 increased their existing holdings. The total reported buy value was $32.25 M.
