Monitor for any future conversion to a 13D filing, which would signal a shift from passive to active stance. The increase is routine for an index fund manager and does not warrant further action.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G for Fastly, Inc., reporting beneficial ownership of 9,911,206 shares of common stock as of September 30, 2026, representing a 6.22% stake. This is an increase from the prior filing period, but as a passive index fund manager, the filing is routine and does not signal activist intent or a change in investment thesis.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported 9,911,206 shares of Fastly common stock as of September 30, 2026.
- The stake represents 6.22% of shares outstanding.
- The filing is an amendment to a Schedule 13G, indicating passive investment intent.
- Vanguard is a large index fund manager; the increase is consistent with index rebalancing or fund flows.
- No prior stake percentage was provided for comparison in this filing, but the 6.22% level is above the 5% reporting threshold.
Financial Impact
Stake valued at approximately $267 million based on the market data snapshot price of $4.3B market cap and 6.22% ownership.
Risk Factors
- No material risks identified from this passive stake filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001053 |
| Document: 0002100121-26-001053-index.html | 0002100121-26-001053 |
| Document: 0002100121-26-001053.txt | 0002100121-26-001053 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $22.64 | awaiting T+60 | awaiting T+60 | $23.11 (+2.12%) |
Oct 28, 2026 3d ago | Insider Cluster | $25.64 | awaiting T+60 | awaiting T+60 | $23.11 (−9.85%) |
Oct 26, 2026 6d ago | 144 | $27.37 | awaiting T+60 | awaiting T+60 | $23.11 (−15.55%) |
Oct 26, 2026 6d ago | 144 | $27.37 | awaiting T+60 | awaiting T+60 | $23.11 (−15.55%) |
Oct 20, 2026 12d ago | Insider Cluster | $23.30 | awaiting T+60 | awaiting T+60 | $23.11 (+0.79%) |
Oct 19, 2026 13d ago | 144 | $22.07 | awaiting T+60 | awaiting T+60 | $23.11 (+4.73%) |
Sep 25, 2026 5w ago | Insider Cluster | $24.92 | awaiting T+60 | awaiting T+60 | $23.11 (+7.24%) |
Sep 23, 2026 5w ago | Insider Cluster | $26.68 | awaiting T+60 | awaiting T+60 | $23.11 (+13.36%) |
Sep 21, 2026 5w ago | Insider Cluster | $26.08 | awaiting T+60 | awaiting T+60 | $23.11 (+11.37%) |
Sep 18, 2026 6w ago | Insider Cluster | $27.42 | awaiting T+60 | awaiting T+60 | $23.11 (+15.70%) |
US Market Status
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