Welcome to our dedicated page for Fastly SEC filings (Ticker: FSLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Fastly, Inc. (FSLY) SEC filings page on Stock Titan provides direct access to the company’s official regulatory disclosures, including current reports on Form 8-K, exchange-related filings, and documentation of its capital structure. These filings offer detailed insight into Fastly’s edge cloud business, its stock exchange listing, and its financing activities.
Fastly uses Form 8-K to report material events such as quarterly financial results, the issuance of 0% Convertible Senior Notes due 2030, and related capped call transactions. These reports describe the terms of the notes, including their status as senior, unsecured obligations, conversion mechanics into Class A Common Stock, redemption and repurchase provisions, and events of default. Investors can also see how Fastly used proceeds from the notes, including repurchases of earlier convertible notes due 2026.
Listing and registration changes are documented through filings such as Form 25, which in December 2025 recorded the voluntary withdrawal of Fastly’s Class A Common Stock from listing and registration on the New York Stock Exchange, in connection with the transfer of its listing to the Nasdaq Stock Market LLC. Additional 8-K filings describe the decision to transfer the listing and confirm that the ticker symbol remains “FSLY.”
Alongside these, Fastly’s filings reference non-GAAP financial measures, investor supplements, and exhibits such as indentures, note forms, and capped call confirmations. On this page, Stock Titan surfaces new Fastly filings as they appear in EDGAR and pairs them with AI-powered summaries that highlight key terms, capital structure changes, and reporting updates, helping readers quickly understand what each 10-K, 10-Q, 8-K, or other filing means for the FSLY stock and its edge cloud business.
Fastly reported a record first quarter for 2026, with revenue of $173.0 million, up 20% year over year, driven by strong growth in security and other newer products. Security revenue reached $38.8 million, growing 47% year over year and accounting for 22% of total revenue.
GAAP results improved, with a net loss of $20.5 million versus $39.1 million a year earlier, while non-GAAP net income was $22.9 million compared with a non-GAAP net loss previously. Non-GAAP diluted EPS was $0.13. GAAP gross margin expanded to 62.5%, and non-GAAP gross margin reached 65.1%.
Fastly generated $28.9 million of operating cash flow and $4.1 million of free cash flow. Remaining performance obligations rose to $369 million, up 63% year over year, and last 12‑month net retention improved to 113%. Management raised 2026 guidance, targeting $710–$725 million in revenue and non-GAAP EPS of $0.27–$0.33.
FASTLY INC reported a Schedule 13G filing showing FMR LLC beneficially owns 8,831,037.79 shares of Class A common stock, representing 5.8% of the class as of 03/31/2026. The filing lists sole dispositive power of 8,831,037.79 shares and indicates some holdings are reported on behalf of others; no other person holds more than 5% individually. The filing is signed under a power of attorney and references an exhibit for subsidiary identification and a 13d-1(k)(1) agreement.
Vanguard Portfolio Management reported beneficial ownership of 11,074,945 shares of Fastly Inc. common stock, representing 7.29% of the class. The filing shows sole voting power for 57,460 shares and sole dispositive power for 11,074,945 shares. The filing notes these holdings include securities held by Vanguard funds and certain affiliates over which Vanguard exercises dispositive power. The report is signed by Ashley Grim, Head of Global Fund Administration, dated 04/29/2026.
BlackRock, Inc. reports beneficial ownership of 11,621,280 shares (7.7%) of Fastly, Inc. Class A stock as of 03/31/2026. The filing (Amendment No. 2 to Schedule 13G) discloses sole voting power for 11,396,844 shares and sole dispositive power for 11,621,280 shares. The signature on the amendment is dated 04/24/2026.
Fastly, Inc. will hold its 2026 virtual annual stockholder meeting on June 3, 2026, asking investors to elect three directors, ratify KPMG as the new independent auditor, and approve an advisory vote on 2025 executive pay. The board remains mostly independent, with an independent chair and active audit, compensation, and nominating/governance committees overseeing risk, cybersecurity, AI, and ESG matters.
In 2025 Fastly reports revenue growth of 15%, security product revenue growth of 21%, cash from operations of $94 million versus $16 million in 2024, and Q4 2025 revenue of $172.6 million, up 23% year over year. After a CEO transition mid‑2025, the compensation committee reset CEO pay and increased the use of performance stock units, adding relative total shareholder return metrics and expanding financial performance measures in response to prior say‑on‑pay support of 59.6% and direct stockholder feedback.
Fastly, Inc. CEO Charles Lacey Compton III reported open-market sales of 29,533 shares of Class A common stock. The sales occurred on April 16–17, 2026 at weighted average prices around $23.69–$25.40 per share. After these trades, he directly owns 1,133,895 shares.
According to the footnotes, the sales were executed under a pre-arranged Rule 10b5-1 trading plan and include shares sold to cover tax obligations tied to vesting of previously granted Restricted Stock Units.
Charles L. Compton III filed a Form 144 reporting proposed sales of Common Stock under scheduled 10b5-1 plans and restricted stock unit transactions. Recent disclosed transactions include sales on 04/16/2026 (11,042 shares, $276,050) and multiple earlier 2026 sales listed in the filing.
Filer reported multiple sales of Common Stock under Rule 144/10b5-1 arrangements. The excerpt lists several dispositions by Charles L. Compton III, including sales of 49,350 shares on 03/11/2026 for $1,233,750.00 and other transactions in March and February 2026. The filing also references 11,042 Restricted Stock Units dated 04/15/2025.