FASTLY INC

$FSLY
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Smart money positioned

12 of the Top-200 alpha managers hold $FSLY as of the latest 13F snapshot.

13F holders
327
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$FSLY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.62%, with an average of 0.30% of portfolio. Largest holder: Seldon Capital LP at 1.62%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Seldon Capital LP
1.62% NEW
α +20.5pts
02
D L Carlson Investment Group Inc.
1.06% NEW
α +17.7pts
03
Gmt Capital Corp.
0.79% NEW
α +30.6pts
04
Connor, Clark & Lunn Investment Management Ltd.
0.09% held
α +12.3pts
05
Caption Management, LLC
0.02% held
α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 327 · Source: 13F-HR
01
US Bancorp De
0.05% of portfolio
24,058,476 sh
02
Solus Alternative Asset Management LP
0.02% of portfolio
9,920,800 sh
03
Exor N.V.
0.02% of portfolio
7,925,407 sh
04
Softbank Group Corp.
0.12% of portfolio
7,796,092 sh
05
Independent Investors Inc.
0.15% of portfolio
7,031,952 sh
06
Brightline Capital Management, LLC
0.01% of portfolio
6,298,500 sh
07
Leuthold Group, LLC
0.13% of portfolio
5,614,247 sh
08
Bahl & Gaynor Inc.
—
3,262,932 sh
09
Axa S.a.
—
3,254,929 sh
10
Northeast Financial Consultants Inc
0.12% of portfolio
3,237,921 sh
See all 327 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 4 filers
09 Feb 2026
Bergman Artur —
▼ SOLD
20,000
$8.84
S
02 Feb 2026
Bergman Artur —
▼ SOLD
20,000
$9.36
S
27 Jan 2026
Bergman Artur —
▼ SOLD
49,320
$10.40
S
26 Jan 2026
Bergman Artur —
▼ SOLD
30,680
$9.92
S
20 Jan 2026
Compton Charles Lacey III —
▼ SOLD
4,638
$8.81
S
16 Jan 2026
Compton Charles Lacey III —
▼ SOLD
9,044
$9.07
S
20 Jan 2026
Bergman Artur —
▼ SOLD
20,000
$8.18
S
12 Jan 2026
Bergman Artur —
▼ SOLD
20,000
$9.35
S
05 Jan 2026
Bergman Artur —
▼ SOLD
40,000
$10.27
S
29 Dec 2025
Bergman Artur —
▼ SOLD
40,000
$10.23
S
22 Dec 2025
Bergman Artur —
▼ SOLD
40,000
$10.59
S
17 Dec 2025
Lovett Scott R. —
▼ SOLD
42,118
$10.10
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FSLY in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:49 UTC.