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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $24.75 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $116.36 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Joel Greenblatt reduced exposure by 89.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Fastly, Inc. (FSLY)
Major holders include Cliff Asness ($6.17 M), Renaissance Technologies (RenTech) ($5.95 M), Paul Tudor Jones ($3.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 991,641 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $116.36 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited FSLY. The total reported sell value was $117.53 M.
Yes, 1 managers opened new positions in FSLY, and 2 increased their existing holdings. The total reported buy value was $1.17 M.
