What is the 13F Pro Quality Score for FSLY?

13F Pro ranks Fastly, Inc. (FSLY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FSLY's current score at https://13fpro.ai/research/FSLY (free sign-up required for the full ranking).

Which hedge funds own the most FSLY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FSLY include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/FSLY as soon as new 13F filings post.

Where does 13F Pro source FSLY data?

All Fastly, Inc. fundamentals and ownership data come directly from SEC EDGAR. Fastly, Inc. files with the SEC under CIK 1517413. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FSLY in?

Fastly, Inc. (FSLY) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is FSLY research updated on 13F Pro?

FSLY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Fastly, Inc.(FSLY)Stock Analysis

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13F Pro Quality Score

40.2/100

Rank #1,943 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

68.4/100

Profitability

18.7/100

Balance Sheet

19.2/100

Earnings Quality

30.0/100

Free Cash Flow

63.0/100

Institutional Flow

48.6/100

Revenue Scale

40.5/100

Dilution Risk

9.8/100

FSLY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Fastly, Inc. (FSLY), a Technology sector company. 13F Pro's AI-powered ranking engine scores FSLY at 40.2/100 on a 32-signal composite quality model, placing it at rank #1,943 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include profitability (18.7) and balance sheet strength (19.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Fastly, Inc. reports quarterly revenue of $173.0M, net income of $-20.5M, an operating margin of -13.8%. Top institutional holders of FSLY by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. FSLY trades on the Nasdaq exchange and files with the SEC under CIK 1517413. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FSLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Fastly, Inc. directly from SEC EDGAR. Fastly, Inc.'s 13F Pro composite quality score has ranged between 8 and 60 since 2026, currently 40.2 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.

✦

Fun facts about Fastly, Inc.

Quirks, history, and lore behind FSLY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on NYSE · headquartered in San Francisco, California.
2
The Numbers
Annual revenue in the low hundreds of millions of dollars, with a customer base heavily weighted toward large enterprise and media companies — think big traffic, big bills.
3
The History
Founded around 2011, it rode the wave of the modern internet's demand for real-time content delivery and went public in 2019 at a valuation that made Wall Street do a double-take.
4
The Secret
Unlike older rivals, it was built from the ground up around programmable edge infrastructure, letting developers push logic to the network itself rather than just files and images.
5
The Lore
Its stock famously surged over 500% in 2020 — then cratered just as dramatically — partly because one of its biggest customers, TikTok, faced a U.S. ban scare.
6
The Giveaway
Its ticker is a portmanteau of "fast" and a adverb suffix, its logo leans hard into speed, and its whole pitch is making the internet edge-delivered and blazingly quick.

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Revenue

Q1 2026

$173.0M

Net Income

Q1 2026

$-20.5M

Free Cash Flow

Q1 2026

$7.8M

Operating Margin

Q1 2026

-13.8%

D/E Ratio

Q1 2026

0.33

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+23.3% YoY

$624.0MFY 2025

FY21 $354.3MFY22 $432.7MFY23 $506.0MFY25 $624.0M

Net Income

+8.6% YoY

$-121.7MFY 2025

FY21 $-222.7MFY22 $-190.8MFY23 $-133.1MFY25 $-121.7M

Operating Income

+39.9% YoY

$-119.0MFY 2025

FY21 $-219.0MFY22 $-246.2MFY23 $-198.0MFY25 $-119.0M

EPS (Diluted)

+19.4% YoY

$-0.83FY 2025

FY21 $-1.92FY22 $-1.57FY23 $-1.03FY25 $-0.83

Total Assets

-1.7% YoY

$1.50BFY 2025

FY21 $2.16BFY22 $1.90BFY23 $1.53BFY25 $1.50B

Total Debt

+5.3% YoY

$361.8MFY 2025

FY21 $933.2MFY22 $704.7MFY23 $343.5MFY25 $361.8M

Op. Cash Flow

+25989.5% YoY

$94.4MFY 2025

FY21 $-38.5MFY22 $-69.6MFY23 $362.0KFY25 $94.4M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$624.0M +23.3%	$506.0M +16.9%	$432.7M +22.1%	$354.3M +21.8%	$290.9M +45.1%	$200.5M
Net Income	$-121.7M +8.6%	$-133.1M +30.2%	$-190.8M +14.3%	$-222.7M -132.1%	$-95.9M -86.1%	$-51.5M
Operating Income	$-119.0M +39.9%	$-198.0M +19.6%	$-246.2M -12.4%	$-219.0M -104.3%	$-107.2M -130.3%	$-46.5M
EPS (Diluted)	$-0.83 +19.4%	$-1.03 +34.4%	$-1.57 +18.2%	$-1.92 -106.5%	$-0.93 -24.0%	$-0.75
Total Assets	$1.50B -1.7%	$1.53B -19.6%	$1.90B -12.2%	$2.16B +77.0%	$1.22B +280.1%	$321.0M
Total Debt	$361.8M +5.3%	$343.5M -51.3%	$704.7M -24.5%	$933.2M	$0.00 -100.0%	$34.1M
Operating Cash Flow	$94.4M +25989.5%	$362.0K +100.5%	$-69.6M -80.9%	$-38.5M -93.2%	$-19.9M +36.4%	$-31.3M

AI Insight: FSLY Financial Trends

Revenue growth stalled in Q1 2026 at $173M after accelerating through Q4 2025, while operating losses persist despite steady cash flow improvement.

• Revenue grew from $132M in Q2 2024 to $173M in Q1 2026, but flatlined between Q4 2025 and Q1 2026.

• Operating cash flow improved dramatically from -$5M in Q2 2024 to $29M in Q1 2026.

• Operating losses narrowed from -$47M in Q2 2024 to -$24M in Q1 2026, though widened in latest quarter.

⚠ Revenue growth momentum completely stalled in Q1 2026 after strong acceleration through Q4 2025.

⚠ Operating losses widened to -$24M in Q1 2026 from -$15M in Q4 2025, reversing improvement trend.

AI Insight: FSLY Ratio Trends

Fastly showed dramatic margin improvement through Q4 2025 but backtracked in Q1 2026 with operating margin deteriorating from -8.7% to -13.8%.

• Operating margin improved substantially from -35.3% in Q2 2024 to -8.7% in Q4 2025.

• ROIC recovered from -14.1% in Q2 2024 to -4.7% in Q4 2025, showing significant operational efficiency gains.

• Net profit margin followed similar improvement trajectory, rising from -33.0% to -9.0% by Q4 2025.

⚠ Operating margin deteriorated from -8.7% in Q4 2025 to -13.8% in Q1 2026, reversing improvement trend.

⚠ Company remains deeply unprofitable across all profitability metrics despite multi-quarter improvement.

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Available Research

13F Pro tracks comprehensive data for Fastly, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FSLY

BlackRock, Inc.
$361.5M12,438,640 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$320.2M11,017,485 sh
FMR LLC
$251.0M8,636,789 sh
Legal & General Group Plc
$234.2M8,059,757 sh
FIRST TRUST ADVISORS LP
$204.3M7,031,952 sh
LINDEN ADVISORS LP
$175.2M94,000,000 sh
VANGUARD CAPITAL MANAGEMENT LLC
$174.3M5,997,103 sh
TWO SIGMA INVESTMENTS, LP
$163.2M5,614,247 sh
VOYA INVESTMENT MANAGEMENT LLC
$114.2M3,930,328 sh
Capital World Investors
$109.1M3,754,537 sh

Fund	Value	Shares
BlackRock, Inc.	$361.5M	12,438,640
VANGUARD PORTFOLIO MANAGEMENT LLC	$320.2M	11,017,485
FMR LLC	$251.0M	8,636,789
Legal & General Group Plc	$234.2M	8,059,757
FIRST TRUST ADVISORS LP	$204.3M	7,031,952
LINDEN ADVISORS LP	$175.2M	94,000,000
VANGUARD CAPITAL MANAGEMENT LLC	$174.3M	5,997,103
TWO SIGMA INVESTMENTS, LP	$163.2M	5,614,247
VOYA INVESTMENT MANAGEMENT LLC	$114.2M	3,930,328
Capital World Investors	$109.1M	3,754,537

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Is FSLY a good stock to buy?

13F Pro's AI-powered analysis of Fastly, Inc. (FSLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FSLY are available on the FSLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own FSLY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FSLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Fastly, Inc.'s investment landscape.