FSLY · Fastly, Inc.
$29.93
-0.09 (-0.30%)
At close · Aug 14
View the 10-Q filed May 6, 2026
Customer concentration
— top 10 customers 32% of revenue
10 customers — 32% of revenue (trailing 12 month periods ended March 31, 2026)
“Our 10 largest customers generated an aggregate of 32% of our revenue for each of the trailing 12 month periods ended March 31, 2026 and 2025.”
Key customers — 10% of revenue (trailing 12 month period ended March 31, 2026)
“Affiliated customers that are business units of a single company generated an aggregate of 10% and 9% of our revenue for the trailing 12 month periods ended March 31, 2026 and 2025, respectively.”
Market Cap
$4.77B
Shares
159.30M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding FSLY
365 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 4,282,795 | $124,458,023 | 0.01% | Long | 2026-03-31 | |
| SMALLCAP World Fund Inc | — | 3,723,737 | $108,211,797 | 0.13% | Long | 2026-03-31 | |
| Amplify Cybersecurity ETF | — | 3,527,935 | $102,521,791 | 5.45% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 3,466,773 | $100,744,423 | 0.14% | Long | 2026-03-31 | |
| First Trust Nasdaq Cybersecurity ETF | — | 3,247,938 | $94,385,078 | 1.00% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 3,150,094 | $91,541,732 | 0.06% | Long | 2026-03-31 | |
| First Trust Cloud Computing ETF | — | 2,277,856 | $66,194,495 | 2.82% | Long | 2026-03-31 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 3,459,137 | $61,451,569 | 0.04% | Long | 2026-05-31 | |
| Amplify Cybersecurity ETF | AIEQ | 5,832,024 | $59,370,004 | 2.83% | Long | 2025-12-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,760,715 | $51,166,378 | 0.13% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 1,566,159 | $45,512,581 | 0.06% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | VB | 4,185,768 | $42,611,118 | 0.00% | Long | 2025-12-31 | |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH | — | 1,364,100 | $39,640,746 | 0.94% | Long | 2026-03-31 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | EDV | 3,362,374 | $39,205,281 | 0.03% | Long | 2025-11-30 | |
| iShares Russell 2000 ETF | AAXJ | 3,537,776 | $36,014,560 | 0.05% | Long | 2025-12-31 | |
| iShares Russell 2000 Value ETF | — | 1,216,763 | $35,359,133 | 0.28% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 1,399,631 | $35,347,681 | 0.11% | Long | 2026-04-30 | |
| VANGUARD STRATEGIC EQUITY FUND | — | 1,130,791 | $32,860,786 | 0.32% | Long | 2026-03-31 | |
| T. Rowe Price Science & Technology Fund, Inc. | — | 1,116,200 | $32,436,772 | 0.30% | Long | 2026-03-31 | |
| Fidelity Growth Company Fund | — | 1,802,200 | $32,016,083 | 0.03% | Long | 2026-05-31 | |
| T. Rowe Price Small-Cap Value Fund, Inc. | — | 1,087,183 | $31,593,538 | 0.34% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | VB | 3,055,723 | $31,107,260 | 0.02% | Long | 2025-12-31 | |
| Oberweis Micro-Cap Fund | — | 1,028,000 | $29,873,680 | 2.84% | Long | 2026-03-31 | |
| Fidelity Enhanced Small Cap ETF | — | 973,173 | $28,280,407 | 0.69% | Long | 2026-03-31 | |
| First Trust Cloud Computing ETF | DTRE | 2,552,570 | $25,985,163 | 0.87% | Long | 2025-12-31 | |
| Fidelity Blue Chip Growth Fund | — | 898,549 | $22,692,855 | 0.02% | Long | 2026-04-30 | |
| LORD ABBETT DEVELOPING GROWTH FUND INC | — | 736,488 | $18,600,004 | 0.84% | Long | 2026-04-30 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VB | 1,718,777 | $17,497,150 | 0.04% | Long | 2025-12-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 564,350 | $16,400,011 | 0.01% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 637,934 | $16,111,023 | 0.09% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | VB | 1,519,831 | $15,471,880 | 0.02% | Long | 2025-12-31 | |
| Fidelity Small Cap Growth Fund | — | 578,410 | $14,607,745 | 0.17% | Long | 2026-04-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 489,887 | $14,236,116 | 0.58% | Long | 2026-03-31 | |
| Nuveen Quant Small Cap Equity Fund | — | 517,620 | $13,072,493 | 0.34% | Long | 2026-04-30 | |
| Invesco Dorsey Wright Technology Momentum ETF | — | 512,803 | $12,950,840 | 2.23% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 726,848 | $12,912,455 | 0.07% | Long | 2026-05-31 | |
| Fidelity Extended Market Index Fund | — | 726,697 | $12,909,772 | 0.03% | Long | 2026-05-31 | |
| Nuveen Quant Small/Mid Cap Equity Fund | — | 505,630 | $12,769,686 | 0.50% | Long | 2026-04-30 | |
| iShares Russell 2000 Value ETF | AAXJ | 1,228,085 | $12,501,905 | 0.10% | Long | 2025-12-31 | |
| Fidelity Small Cap Index Fund | FSTB | 1,350,812 | $12,495,011 | 0.04% | Long | 2026-01-31 | |
| Dimensional U.S. Small Cap ETF | — | 482,158 | $12,176,900 | 0.09% | Long | 2026-04-30 | |
| T. Rowe Price New Horizons Fund, Inc. | — | 415,200 | $12,065,712 | 0.09% | Long | 2026-03-31 | |
| Schwab U.S. Small-Cap ETF | — | 671,697 | $11,932,697 | 0.05% | Long | 2026-05-31 | |
| Berkshire Focus Fund | — | 403,830 | $11,735,300 | 4.23% | Long | 2026-03-31 | |
| Fidelity MSCI Information Technology Index ETF | — | 427,148 | $10,787,623 | 0.06% | Long | 2026-04-30 | |
| Fidelity Worldwide Fund | — | 422,000 | $10,657,610 | 0.28% | Long | 2026-04-30 | |
| Fidelity Enhanced Small Cap ETF | FBCG | 922,602 | $9,392,088 | 0.28% | Long | 2025-12-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 370,258 | $9,350,866 | 0.13% | Long | 2026-04-30 | |
| Dimensional U.S. Core Equity 2 ETF | — | 355,748 | $8,984,416 | 0.02% | Long | 2026-04-30 | |
| Fidelity Growth Company K6 Fund | — | 444,925 | $7,904,093 | 0.03% | Long | 2026-05-31 |
Showing 1–50 of 365 positions
Key facts
CIK
1517413
CUSIP
31188V100
13F (30d)
290 filings
272 filers
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