FSLY at a glance
Fastly, Inc. (FSLY, SEC CIK 1517413) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Fastly, Inc. (FSLY) reported revenue of $624.0 million (up 14.8% from FY2024) and a net loss of $121.7 million. Diluted EPS was -$0.83.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Fastly, Inc. (FSLY) shares worth $1.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bergman Artur on September 29, 2026 of 3,961 shares at $25.26 per share.
- In the last 90 days, FSLY insiders reported 0 open-market purchases ($0) and 61 open-market sales ($33.9M) on Form 4, a net sale of $33.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $624.0M
- +14.8% vs prior year
- Insiders · 90 days
- 0 buys · 61 sells
- Net −$33.9M
- 13F holders
- 32 funds
- $1.4B · +1 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Cybersecurity breach risk including regulatory investigations, litigation, fines, business disruptions, customer loss, reputational harm
- Key-person dependency on CISO Marshall Erwin with government and tech cybersecurity experience
- Governance oversight by board includes annual CISO reports on cybersecurity threats and risk management processes
Business Overview
- Core business: Edge cloud platform delivering performant, resilient, programmable digital experiences and AI-centric services at internet edge scale
- New emphasis on AI workloads and agentic AI traffic management as a distinct growth opportunity within edge cloud platform
- Strategic shift to unify content delivery, edge computing, and advanced security including AI-driven Bot Management and Adaptive Threat Engine
- Platform supports > millions of concurrent live video streams plus Amazon S3-compatible Fastly Object Storage for large files integration
- Unique real-time, AI-backed security features with deception technology and zero-attack-fee DDoS billing enhancing customer protections
Management Discussion & Analysis
- Revenue $624.0M in 2025, up 15% YoY from $543.7M in 2024
- Net loss improved to $121.7M in 2025 from $158.1M in 2024
- LTM Net Retention Rate rose to 110.1% in 2025 from 102.3% in 2024; Annual Revenue Retention Rate stable at ~99%
- Network Services largest segment; specific segment revenue figures not provided
- No precise segment profitability or margin % disclosed; gross margin expected to fluctuate due to network investments
- Cash flow details, buybacks, dividends, or capex amounts not disclosed in MD&A
- Outlook: Continued investment in platform and global expansion; expects rising operating expenses and R&D at ~26% of revenue; risks from geopolitical issues, supply chain, and cyber threats noted
AI summary of the FSLY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $183.3M, up 23% YoY from $148.7M
- Gross margin 63% vs 55% YoY; operating margin (8%) vs (23%)
- Best performer Other revenue $7.7M, up 69% YoY
- Security revenue $41.7M, up 43% YoY; Network Services $133.9M, up 17%
- Outlook: higher operating expenses, network investment, bandwidth costs, and international expansion complexity
Risk Factors
- Customer concentration risk updated: top 10 customers represented 37% of revenue in Q2 2026 versus 31% in Q2 2025
- Supply-chain risk updated: AI-driven capacity demand, tariffs, and trade requirements may increase component costs and delay POP expansion
- Cybersecurity risk updated: AI-enabled attacks, including prompt injection and model inversion, added to evolving threat landscape
- Regulatory risk: privacy, infrastructure, AI, and data-security obligations remain stringent and evolving across U.S. and foreign jurisdictions
- Profitability risk: $36.1 million net loss and $1,150.6 million accumulated deficit for six months ended June 30, 2026
AI summary of the FSLY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Signature page only; no material agreement terms or investor-actionable transaction details disclosed
- Fastly CFO Richard Wong signed the filing on August 17, 2026
Item 7.01: Regulation FD Disclosure
- Fastly posted supplemental financial and other information on August 5, 2026, at its investor-relations website
- Investors should monitor Fastly’s website, SEC filings, X, blog, LinkedIn, webcasts, releases, and conference calls
Item 2.02: Results of Operations and Financial Condition
- Fastly reported financial results for quarter ended June 30, 2026
- Exhibit 99.1 contains the earnings press release with reported financial figures
Item EX-99.1: Item EX-99.1
- Q2 revenue $183.3M, up 23% YoY, with Security revenue accelerating 43% to $41.7M
- GAAP operating loss narrowed to $14.4M from $36.9M; non-GAAP operating income reached $27.0M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jeffrey Ford appointed principal accounting officer effective June 3, 2026
- Richard Wong relinquishes principal accounting officer duties while retaining Chief Financial Officer role
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three director nominees elected through 2029 Annual Meeting, including Aida Álvarez with 64,546,213 votes for
- Charles Compton and Richard Daniels received stronger shareholder support, with 97,724,476 and 93,859,972 votes for
AI summaries of FSLY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FSLY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bergman Artur | Sell | Sep 29, 2026 | 3,961 | $25.26 |
| Bergman Artur | Sell | Sep 28, 2026 | 32,878 | $24.75 |
| Bergman Artur | Sell | Sep 28, 2026 | 200 | $25.23 |
| Bergman Artur | Sell | Sep 23, 2026 | 7,600 | $28.04 |
| Bergman Artur | Sell | Sep 23, 2026 | 24,300 | $29.17 |
| Bergman Artur | Sell | Sep 23, 2026 | 85,517 | $30.65 |
| Bergman Artur | Sell | Sep 23, 2026 | 262,185 | $30.15 |
| Bergman Artur | Sell | Sep 22, 2026 | 27,900 | $27.82 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $506.0M | $543.7M | $624.0M |
| Gross Profit | - | $295.9M | $356.2M |
| Operating Income | - | -$167.9M | -$119.0M |
| Net Income | - | -$158.1M | -$121.7M |
| Gross Margin | - | 54.4% | 57.1% |
| Op. Margin | - | -30.9% | -19.1% |
| Net Margin | - | -29.1% | -19.5% |
| Balance Sheet | |||
| Total Assets | - | $1.5B | $1.5B |
| Equity | - | $965.3M | $929.6M |
| ROE | - | -16.4% | -13.1% |
| Per Share | |||
| EPS | - | $-1.14 | $-0.83 |
| Cash Flow | |||
| Operating CF | - | $16.4M | $94.4M |
| CapEx | $11.0M | $10.3M | $28.7M |
Source: XBRL data in Fastly, Inc. (FSLY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FSLY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.44B |
| Q1 2026 | 31 | $1.91B |
| Q4 2025 | 25 | $623.5M |
| Q3 2025 | 25 | $481.1M |
| Q2 2025 | 25 | $397.7M |
| Q1 2025 | 23 | $263.3M |
| Q4 2024 | 17 | $288.5M |
| Q3 2024 | 14 | $109.5M |
- D.E. Shaw & Co+3.99M (+152%)
- FMR LLC (Fidelity)+3.26M (+38%)
- BlackRock+2.78M (+22%)
- Goldman Sachs Group+1.31M (+111%)
- Morgan Stanley+627.1K (+43%)
- Vanguard Portfolio Management LLC−1.20M (-11%)
- Invesco Ltd−583.7K (-65%)
- Bank of America Corp−208.5K (-16%)
- Renaissance Technologies LLC−194.2K (-37%)
- Prudential Financial−188.9K (-69%)
- Marex Group plc+30.0K
- Blackstone Group+20.5K
- Principal Financial Group+11.7K
- Bridgewater Associates LP−62.8K
- StoneX Group Inc.−7.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FSLY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
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FSLY SEC filings: frequently asked questions
Are FSLY insiders buying or selling?
In the last 90 days, Fastly, Inc. (FSLY) officers, directors and 10% owners reported no open-market purchases and 61 open-market sales worth $33.9 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FSLY stock?
As of June 30, 2026, the largest Fastly, Inc. (FSLY) holders among the 13F filers tracked by SignalX were BlackRock ($279.5 million), FMR LLC (Fidelity) ($218.3 million), Vanguard Portfolio Management LLC ($180.2 million), D.E. Shaw & Co ($121.5 million), Vanguard Capital Management LLC ($115.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FSLY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Fastly, Inc. (FSLY) reported revenue of $624.0 million (up 14.8% from FY2024) and a net loss of $121.7 million. Diluted EPS was -$0.83. The figures come from the XBRL data in the 10-K.
What are the main risks in FSLY's latest 10-K?
In the 10-K filed February 25, 2026, Fastly, Inc. (FSLY) flagged: Cybersecurity breach risk including regulatory investigations, litigation, fines, business disruptions, customer loss, reputational harm. Key-person dependency on CISO Marshall Erwin with government and tech cybersecurity experience. (AI summary of the Risk Factors section.)
What did FSLY report in its latest 8-K?
Fastly, Inc. (FSLY) filed an 8-K on August 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Signature page only; no material agreement terms or investor-actionable transaction details disclosed.
What are the latest FSLY SEC filings?
Fastly, Inc. (FSLY) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on September 30, 2026.
What is FSLY's SEC CIK number?
Fastly, Inc. (FSLY)'s SEC Central Index Key (CIK) is 1517413. EDGAR lists every FSLY filing under that number.
Ask anything about FSLY
The research agent reads FSLY's filings, financials, insider trades and 13F holders, then answers with sources.