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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $127.59 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $27.22 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 37.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Fastly, Inc. (FSLY)
Major holders include Steven Cohen ($36.19 M), Renaissance Technologies (RenTech) ($6.49 M), Paul Tudor Jones ($3.23 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.83 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $27.22 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited FSLY. The total reported sell value was $3.36 M.
Yes, 0 managers opened new positions in FSLY, and 4 increased their existing holdings. The total reported buy value was $30.57 M.