快速公司
MX ˙ BMV ˙ US31188V1008
SecurityMX:FSLY / Fastly, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership8,073,950 shares
Ownership 5.40%
Morgan Stanley ownership in FSLY / Fastly, Inc.

2026-02-11 - Morgan Stanley has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 8,073,950 shares of Fastly, Inc. (MX:FSLY). This represents 5.4 percent ownership of the company. In their previous filing dated 2024-11-07 , Morgan Stanley had reported owning 836,508 shares, indicating an increase of 865.20 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-02-11 2026-02-11 13G 836,508 8,073,950 865.20 5.40 800.00
2024-11-07 2024-11-07 13G/A 10,716,276 836,508 -92.19 0.60 -92.21
2024-11-06 2024-11-06 13G 2,090,511 10,716,276 412.62 7.70 352.94
2022-04-08 2022-04-08 13G/A 13,128,753 2,090,511 -84.08 1.70 -84.82
2022-02-09 2022-02-09 13G/A 10,250,897 13,128,753 28.07 11.20 12.00
2021-02-11 2021-02-11 13G/A 11,540,304 10,250,897 -11.17 10.00 -21.88
2020-11-10 2020-11-10 13G 1,281,549 11,540,304 800.50 12.80 814.29
2020-09-10 2020-09-10 13G/A 2,169,508 1,281,549 -40.93 1.40 -74.55
2020-03-06 2020-03-06 13G 2,169,508 5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FASTLY CL A 31188V100 1,459,497 -6,879,737 -82.50 42,413 -50.04 0.0026
2026-05-27 2025-12-31 13F/A-1 FASTLY CL A 31188V100 8,339,234 1,071,222 14.74 84,893 36.61 0.0051
2026-02-13 2025-12-31 13F FASTLY CL A 31188V100 8,339,234 1,071,222 84,893 0.0051
2026-05-27 2025-09-30 13F/A-1 FASTLY CL A 31188V100 7,268,012 -24,318 -0.33 62,142 20.70 0.0038
2025-11-14 2025-09-30 13F FASTLY CL A 31188V100 7,268,012 -24,318 62,142 0.0038
2025-08-15 2025-06-30 13F FASTLY CL A 31188V100 7,292,330 317,782 4.56 51,484 16.61 0.0034
2025-05-15 2025-03-31 13F FASTLY CL A 31188V100 6,974,548 2,353,368 50.93 44,149 1.20 0.0032
2025-05-15 2024-12-31 13F/A-1 FASTLY CL A 31188V100 4,621,180 -10,218,665 -68.86 43,624 -61.17 0.0031
2025-02-14 2024-12-31 13F FASTLY CL A 31188V100 4,621,180 -10,218,665 43,624 0.0031
2025-05-14 2024-09-30 13F/A-2 FASTLY CL A 31188V100 14,839,845 2,964,892 24.97 112,338 28.36 0.0081
2025-02-14 2024-09-30 13F/A-1 FASTLY CL A 31188V100 14,839,845 2,964,892 112,338 0.0081
2024-11-14 2024-09-30 13F FASTLY CL A 31188V100 14,839,845 2,964,892 112,338 0.0081
2025-05-14 2024-06-30 13F/A-2 FASTLY CL A 31188V100 11,874,953 3,804,501 47.14 87,518 -16.39 0.0068
2024-10-17 2024-06-30 13F/A-1 FASTLY CL A 31188V100 11,874,953 3,804,501 87,518 0.0068
2024-08-14 2024-06-30 13F FASTLY CL A 31188V100 11,874,953 3,804,501 87,518 0.0068
2024-10-17 2024-03-31 13F/A-2 FASTLY CL A 31188V100 8,070,452 3,306,106 69.39 104,674 23.43 0.0084
2024-08-16 2024-03-31 13F/A-1 FASTLY CL A 31188V100 8,070,452 3,306,106 104,674 0.0010
2024-05-15 2024-03-31 13F FASTLY CL A 31188V100 8,070,452 3,306,106 104,674 0.0084
2024-08-16 2023-12-31 13F/A-1 FASTLY CL A 31188V100 4,764,346 248,033 5.49 84,805 -2.05 0.0075
2024-02-13 2023-12-31 13F FASTLY CL A 31188V100 4,764,346 248,033 84,805 0.0075
2023-11-15 2023-09-30 13F FASTLY CL A 31188V100 4,516,313 1,898,633 72.53 86,578 109.73 0.0088
2023-08-14 2023-06-30 13F FASTLY CL A 31188V100 2,617,680 -184,444 -6.58 41,281 -17.05 0.0041
2023-05-15 2023-03-31 13F FASTLY CL A 31188V100 2,802,124 -296,590 -9.57 49,766 96.10 0.0053
2023-02-14 2022-12-31 13F FASTLY CL A 31188V100 3,098,714 695,254 28.93 25,378 15.27 0.0029
2022-11-14 2022-09-30 13F FASTLY CL A 31188V100 2,403,460 -141,233 -5.55 22,016 -25.48 0.0030
2022-10-27 2022-06-30 13F/A-1 FASTLY CL A 31188V100 2,544,693 -394,885 -13.43 29,544 -42.17 0.0038
2022-08-15 2022-06-30 13F FASTLY CL A 31188V100 2,544,693 -394,885 29,544 0.0038
2022-10-27 2022-03-31 13F/A-1 FASTLY CL A 31188V100 2,939,578 -10,909,803 -78.77 51,091 -89.59 0.0069
2022-05-13 2022-03-31 13F FASTLY CL A 31188V100 2,939,578 -10,909,803 51,091 0.0069
2022-02-14 2021-12-31 13F FASTLY CL A 31188V100 13,849,381 -146,130 -1.04 490,961 -13.25 0.0606
2021-11-15 2021-09-30 13F FASTLY CL A 31188V100 13,995,511 528,067 3.92 565,979 -29.49 0.0762
2021-08-23 2021-06-30 13F/A-1 FASTLY CL A 31188V100 13,467,444 396,329 3.03 802,659 -8.73 0.1059
2021-08-16 2021-06-30 13F FASTLY CL A 31188V100 13,467,444 396,329 802,659 0.1057
2021-05-17 2021-03-31 13F FASTLY CL A 31188V100 13,071,115 278,846 2.18 879,424 -21.32 0.1292
2021-02-16 2020-12-31 13F FASTLY CL A 31188V100 12,792,269 5,186,166 68.18 1,117,662 56.86 0.1726
2020-11-13 2020-09-30 13F FASTLY CL A 31188V100 7,606,103 3,098,787 68.75 712,540 85.70 0.1378
2020-08-14 2020-06-30 13F FASTLY CL A 31188V100 4,507,316 1,624,210 56.34 383,707 601.22 0.0849
2020-05-26 2020-03-31 13F/A-1 FASTLY CL A 31188V100 2,883,106 2,134,966 285.37 54,720 264.44 0.0149
2020-05-15 2020-03-31 13F FASTLY CL A 31188V100 2,883,106 2,134,966 54,720 14,843.4235
2020-02-14 2019-12-31 13F FASTLY CL A 31188V100 748,140 616,809 469.66 15,015 376.36 0.0035
2019-11-14 2019-09-30 13F FASTLY CL A 31188V100 131,331 49,531 60.55 3,152 89.99 0.0008
2019-08-14 2019-06-30 13F FASTLY CL A 31188V100 81,800 81,800 1,659 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.