Fastly, Inc. (FSLY) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
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.
the bull case· 2
230
managers reporting positions in thirteen f institutional filings
13fSep 30 '25+1.13%
net increase in shares held by the ten largest reporting managers
13fSep 30 '25the bear case· 4
10.00%
portion of revenue from the largest disclosed affiliated customer
10-Kfiled Feb 25 '260.09%
largest reported fund weight inside a major small cap index fund
n-portJun 30 '2623
managers whose positions together constitute four fifths of reported value
13fSep 30 '2510 of 23
largest reporting managers that reduced their stake in the latest quarter
13fSep 30 '25Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 4 '26 report. Not a forecast, not advice.
Fastly, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
High 24.85 at 4:30 am ET, low 23.19 at 10:30 am ET.
tall tick = annual report · 2 on record
230 managers report a position worth $943.3M between them, and 23 of them hold 80% of it.
FSLY (Fastly, Inc.) has 4 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Of the 6 companies Fastly, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7372, Services-Prepackaged Software, from each company's own filings. Largest first.