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FSLY · Fastly, Inc.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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FSLY

Fastly, Inc.
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001517413
FORM 144 · 20☆ WATCH
INSIDER NET · 180D
-$27.7M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
155
13F, latest reported quarter
REVENUE GROWTH
+14.8%
XBRL, annual
NET MARGIN
-19.5%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$27.7M over 180 days
-$13.6M over 90 days
below 85% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
155 funds added or opened last quarter
more than 63% of Software & IT
REVENUE
+14.8% year over year
more than 64% of Software & IT
MARGIN
-19.5% net margin
below 71% of Software & IT
BUYBACKS
no share repurchases reported
SHORT
14.2% of shares outstanding short · 4.5 days to cover · settled 2026-07-31
more than 95% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$27.7M across 7 people in 180 days.
155 funds added or opened positions in the latest 13F quarter, of 284 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +174.2%
+174.2%12M
-2%+115%+232%+350%2025-092025-102025-122026-032026-052026-072026-09 2026-03-10 · Bergman Artur sold $6.0M2026-08-18 · WONG RICHARD sold $4.2M2026-02-12 · Bergman Artur sold $4.0M2026-03-02 · Bergman Artur sold $3.8M2026-02-12 · Bergman Artur sold $3.0M2026-02-13 · Bergman Artur sold $2.4M2026-02-12 · Bergman Artur sold $2.3M2025-11-06 · Bergman Artur sold $1.6M2026-03-04 · Lovett Scott R. sold $1.6M2026-03-02 · Bergman Artur sold $1.5M2025-09-15 · Lovett Scott R. sold $1.5M2026-02-13 · Bergman Artur sold $1.3M2026-03-04 · Compton Charles Lacey III sold $1.2M2026-03-11 · Compton Charles Lacey III sold $1.2M2026-08-18 · Compton Charles Lacey III sold $988.2K2026-08-18 · Bergman Artur sold $926.3K2026-03-17 · Lovett Scott R. sold $778.8K2026-09-01 · Compton Charles Lacey III sold $749.1K2026-06-17 · Lovett Scott R. sold $741.3K2025-11-06 · Bergman Artur sold $735.8K2026-08-21 · WONG RICHARD sold $704.7K2026-02-19 · Bergman Artur sold $695.0K2026-02-23 · Bergman Artur sold $683.2K2026-06-16 · Lovett Scott R. sold $633.8K2026-02-12 · Bergman Artur sold $629.5K2026-03-05 · Compton Charles Lacey III sold $602.0K2026-05-18 · Compton Charles Lacey III sold $578.5K2026-05-18 · Bergman Artur sold $542.2K2026-03-09 · Bergman Artur sold $540.0K2026-05-19 · Bergman Artur sold $522.6K2026-03-04 · Bergman Artur sold $516.6K2026-01-27 · Bergman Artur sold $512.9K2026-03-05 · Bergman Artur sold $502.8K2026-02-17 · Bergman Artur sold $492.2K2025-11-10 · Bergman Artur sold $476.8K2025-12-01 · Bergman Artur sold $460.4K2025-11-24 · Bergman Artur sold $457.2K2026-08-31 · Lovett Scott R. sold $451.4K2026-03-18 · Lovett Scott R. sold $431.3K2025-09-02 · Bergman Artur sold $430.8K2026-08-18 · Lovett Scott R. sold $427.2K2025-12-08 · Bergman Artur sold $426.4K2026-09-03 · PER ARTUR BERGMAN TRUST REVOCABLE TRUST filed to sell $737.4K2026-09-02 · Charles L. Compton III filed to sell $196.4K2026-09-01 · Charles L. Compton III filed to sell $1.3M2026-08-31 · PAISLEY CHRISTOPHER B filed to sell $69.0K2026-08-27 · Artur Bergman filed to sell $141.5K2026-08-27 · Charles L. Compton III filed to sell $339.2K2026-08-27 · Scott Lovett filed to sell $440.5K2026-08-24 · Artur Bergman filed to sell $20.2K2026-08-21 · RICHARD WONG filed to sell $1.1M2026-08-19 · THE PER ARTUR BERGMAN REVOCABLE TRUST filed to sell $842.6K2026-08-19 · CHARLES L. COMPTON III filed to sell $297.8K2026-08-14 · Artur Bergman filed to sell $891.3K2026-08-14 · Charles L. Compton III filed to sell $943.4K2026-08-14 · RICHARD WONG filed to sell $2.9M2026-08-14 · Scott Lovett filed to sell $405.6K2026-08-12 · PAULA LOOP filed to sell $422.0K2026-08-07 · RICHARD DANIELS filed to sell $253.7K2026-08-04 · CHARLES L. COMPTON III filed to sell $342.4K2026-07-17 · CHARLES L. COMPTON III filed to sell $143.7K2026-07-10 · Charles L. Compton III filed to sell $210.9K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $27.7M sold by insiders over 180 days, 155 funds added last quarter, $12.0M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Fastly, Inc. insiders sold a net $27.7M of stock across 452 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Compton Charles Lacey III
CEO
SELL
2026-09-02
9,458.0
$193.1K
Compton Charles Lacey III
CEO
SELL
2026-09-01
35,501.0
$749.1K
Compton Charles Lacey III
CEO
SELL
2026-09-01
18,978.0
$414.9K
Compton Charles Lacey III
CEO
SELL
2026-09-01
1,100.0
$24.9K
PAISLEY CHRISTOPHER B
Director
SELL
2026-08-31
3,000.0
$69.0K
452 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 447 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
15,222,887.0 sh
$279.5M
FMR LLC
11,892,230.0 sh
$218.3M
VANGUARD PORTFOLIO MANAGEMENT LLC
9,814,704.0 sh
$180.2M
Capital World Investors
8,228,136.0 sh
$151.1M
FIRST TRUST ADVISORS LP
7,681,005.0 sh
$141.0M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
PER ARTUR BERGMAN TRUST REVOCABLE TRUST
FILED 2026-09-03
$737.4K
Charles L. Compton III
FILED 2026-09-02
$196.4K
Charles L. Compton III
FILED 2026-09-01
$1.3M
PAISLEY CHRISTOPHER B
FILED 2026-08-31
$69.0K
Artur Bergman
FILED 2026-08-27
$141.5K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Amplify Cybersecurity ETF
$102.5M POSITION · AS OF 2026-03-31
5.5%
REX IncomeMax Option Strategy ETF
$749.7K POSITION · AS OF 2026-03-31
5.1%
WisdomTree Cybersecurity Fund
$3.3M POSITION · AS OF 2026-03-31
4.4%
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND
$940.1K POSITION · AS OF 2026-03-31
4.3%
Berkshire Focus Fund
$11.7M POSITION · AS OF 2026-03-31
4.2%
iShares U.S. Digital Infrastructure and Real Estate ETF
$6.4M POSITION · AS OF 2026-03-31
3.8%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$624.0M$543.7M$506.0M$432.7M
GROSS PROFIT$356.2M$295.9M$266.3M$209.8M
OPERATING INCOME$-119.0M$-167.9M$-198.0M$-246.2M
NET INCOME$-121.7M$-158.1M$-133.1M$-190.8M
EPS (DILUTED)-0.83-1.14-1.03-1.57
OPERATING CASH FLOW$94.4M$16.4M$362.0K$-69.6M
CASH$180.6M$286.2M$107.9M$143.4M
LONG-TERM DEBT$323.3M$337.6M$343.5M$704.7M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →