FSLY
Fastly, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fastly, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
10.00%
of FSLY revenue · Affiliated customers that are business units of a single
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Last report6 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; of Fastly, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; of Fastly, Inc.'s 6 closest co-movers, none share that code.
−12.87%
vs ±14.7% implied · ×0.87
shaded = implied · ▲▼ = realized
Fastly, Inc.
20.60
pre 21.06 +2.21%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $279.5M | 9.35% | +22.38% |
| FMR | $218.3M | 7.30% | +37.69% |
| Vanguard Portfolioindex-like | $180.2M | 6.03% | −10.92% |
| Capital World Investors | $151.1M | 5.05% | +119.15% |
| First Trust | $141.0M | 4.72% | +9.23% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $279.5M | 9.35% | +22.38% |
| FMR | $218.3M | 7.30% | +37.69% |
| Vanguard Portfolioindex-like | $180.2M | 6.03% | −10.92% |
| Capital World Investors | $151.1M | 5.05% | +119.15% |
| First Trust | $141.0M | 4.72% | +9.23% |
Bull1
Bear2
Tall tick = annual report · Source: EDGAR
Expected move
Inputs8Q avg ±27.6%·×0.52·cheap
straddle ±16.0%
spot 20.60exp Nov 6ATM strike 20.5ATM straddle 3.88IV 226%