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.
Fastly, Inc. filings document the reporting obligations of an edge cloud platform company with Class A common stock listed on Nasdaq under FSLY. Its 8-K filings cover quarterly and annual operating results, Regulation FD investor supplements, material agreements, debt obligations, unregistered securities matters, and corporate listing events.
Fastly’s proxy materials describe annual meeting proposals, director elections, auditor ratification, executive compensation votes, board governance, and stockholder voting mechanics. Other filings record auditor changes, the company’s 0% Convertible Senior Notes due 2030, related conversion and share-settlement disclosures, and the completed withdrawal of its Class A common stock listing from the New York Stock Exchange.
Fastly, Inc. received an amended Schedule 13G/A from founder Per Artur Bergman and related trusts reporting their beneficial ownership of the company’s Class A common stock. As of December 31, 2025, they beneficially owned 7,111,164 shares, representing 4.69% of the Class A shares outstanding.
This total includes shares held directly by Mr. Bergman, multiple revocable, remainder, and grantor retained annuity trusts, as well as 59,083 shares issuable upon vesting of restricted stock units and options to purchase 376,460 shares exercisable within 60 days of that date. The percentage is based on 151,537,271 Class A shares outstanding.
Fastly, Inc. insider activity: An entity associated with Chief Technology Officer and director Artur Bergman reported an open-market sale of 20,000 shares of Fastly Class A common stock on February 9, 2026, at a weighted average price of $8.84 per share.
According to the footnotes, the shares were sold by the Per Artur Bergman Revocable Trust under a pre-established Rule 10b5-1 trading plan adopted on June 3, 2025. Following this transaction, Bergman held 2,540,214 shares directly, with additional indirect holdings across several trusts for which he serves as trustee, settlor, beneficiary, or investment advisor.
Fastly, Inc. reported record fourth-quarter and full-year 2025 results, highlighting faster growth and improved profitability. Fourth-quarter revenue reached $172.6 million, up 23% year over year, while full-year revenue was $624.0 million, up 15%. GAAP gross margin rose to 61.4% in the quarter from 53.4%, and non-GAAP gross margin reached 64.0%.
Fastly generated fourth-quarter non-GAAP operating income of $21.2 million versus a loss a year earlier, and non-GAAP net income was $20.1 million compared to a non-GAAP net loss of $2.4 million. GAAP net loss narrowed to $15.5 million in the quarter and $121.7 million for 2025. Free cash flow turned positive, with $8.6 million in the quarter and $45.8 million for the year.
Key metrics strengthened: remaining performance obligations were $354 million, up 55% year over year, enterprise customer count rose to 628, and last 12‑month net retention improved to 110%. Fastly also raised $180 million of 0% convertible notes due 2030 and used $149 million to repurchase notes due 2026. For 2026, the company guides to revenue of $700–$720 million, non-GAAP operating income of $50–$60 million, and non-GAAP diluted net income per share of $0.23–$0.29.
Morgan Stanley has disclosed a significant ownership stake in Fastly, Inc. The firm reports beneficial ownership of 8,073,950 shares of Fastly Class A common stock, representing 5.4% of the class as of 12/31/2025.
Morgan Stanley reports shared voting power over 1,019,395 shares and shared dispositive power over 8,073,950 shares, with no sole voting or dispositive power. The stake is described as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Fastly.
Fastly, Inc. (FSLY) director and Chief Technology Officer Artur Bergman reported an award of 9,635 restricted stock units (RSUs) of Class A common stock on February 4, 2026 at a price of $0 per share. After this grant, he beneficially owns 2,560,214 shares directly. The RSUs vest in four equal 25% installments on February 15, 2026, May 15, 2026, August 15, 2026, and November 15, 2026, subject to his continued service with Fastly on each vesting date.
The filing also shows substantial additional Class A common stock held indirectly through several trusts, including The Per Artur Bergman Revocable Trust, multiple remainder trusts, grantor retained annuity trusts, and the PAB 2021 Remainder Trust, where Bergman serves as settlor, trustee, beneficiary, or investment advisor.
Fastly, Inc. insider activity: Chief Technology Officer and director Artur Bergman reported a sale of 20,000 shares of Fastly Class A common stock on 02/02/2026 at a weighted average price of $9.36 per share. The shares were sold by the Per Artur Bergman Revocable Trust under a Rule 10b5-1 trading plan adopted on June 3, 2025, after Bergman contributed 20,000 shares to the trust, changing the form of his beneficial ownership from direct to indirect.
Following the transaction, Bergman beneficially owns 2,550,579 Class A shares directly. He also has indirect beneficial ownership of additional Class A shares held through several related trusts, including 2,500,558 shares in The Per Artur Bergman Revocable Trust and other specified remainder and grantor retained annuity trusts.
Fastly, Inc. insider Artur Bergman, the Chief Technology Officer and a director, reported planned stock sales. A Form 4 shows that a total of 30,680 shares of Class A Common Stock were sold on 01/26/2026 at a weighted average price of $9.92 per share.
An additional 49,320 shares were sold on 01/27/2026 at a weighted average price of $10.40 per share. Both transactions were executed by The Per Artur Bergman Revocable Trust under a Rule 10b5-1 trading plan adopted on June 3, 2025. Following these sales, Bergman directly holds 2,570,579 Class A shares, with further indirect holdings through several trusts.
Fastly, Inc. CEO Charles Lacey Compton III reported two small open-market sales of Class A common stock. On January 16, 2026, he sold 9,044 shares at a weighted average price of $9.07, with the filing stating the shares were sold to satisfy tax obligations arising from the vesting of previously granted restricted stock units. On January 20, 2026, he sold an additional 4,638 shares at a weighted average price of $8.81, in a transaction effected under a Rule 10b5-1 trading plan adopted on August 27, 2025. Following these sales, he directly beneficially owned 612,232 shares of Fastly Class A common stock.
Fastly, Inc. insider Artur Bergman reported a planned sale of shares. On January 20, 2026, a trust associated with Bergman sold 20,000 shares of Fastly Class A common stock at a reported weighted-average price of $8.18 per share, with footnotes explaining that the individual trades occurred between $8.74 and $8.93. The transaction is coded as an open-market sale and was executed under a Rule 10b5-1 trading plan adopted on June 3, 2025.
After this transaction, Bergman directly held 2,650,579 shares of Class A common stock. Additional shares are held indirectly through several trusts, including The Per Artur Bergman Revocable Trust, which sold the 20,000 shares after receiving them in a contribution that changed the form of beneficial ownership from direct to indirect, as well as other remainder and grantor retained annuity trusts where he serves as trustee or investment advisor.
A person associated with FSLY has filed a notice under Rule 144 to sell 4,638 shares of common stock through Morgan Stanley Smith Barney LLC on or about 01/20/2026, with an indicated aggregate market value of $41,881.14. The filing notes that there are 149,400,000 shares of this class of stock outstanding.
The 4,638 shares to be sold were acquired as restricted stock units from the issuer on 01/15/2026. The notice also reports prior sales in the last three months, including 9,182 shares sold on 01/13/2026 for $91,360.90, 14,944 shares sold on 11/26/2025 under a Rule 10b5‑1 trading plan for $176,196.09, and 18,455 shares sold on 11/18/2025 for $188,794.65.