FSLY Fastly, Inc.

BEARISH Impact: 4/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 2, 2026 Processed 2d 23h ago
Insider cluster: 2 insiders, $360K total
Latest settled — T+1d
FSLY ▼ -4.42% at T+1d
SHORT call ✓ call won +4.42% · α vs SPY +4.82% · entry $20.83 → $19.91
Next anchor: T+5d in 4d
Currently $18.17 · +12.79% from $20.83 entry (call sign-flipped)
Entry anchored
Jun 2, 04:11 PM ET
via Databento tick
T+1d
-4.42%
call +4.42% · α +4.82%
$19.91
settled 2d ago
T+5d
call — · α —
in 4d
T+20d
call — · α —
in 26d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

A cluster of insider sales at Fastly, Inc. (FSLY) totaling $360K was executed by the CEO and CTO on May 29, 2026, at $16.96 per share. While the dollar amount is modest relative to the $3.0B market cap (0.012%), the participation of the CEO and CTO in a single-day sale raises a caution flag, especially given the company's poor historical stock performance following prior reports.

Key Financial Metrics

Direction
selling
Total Value
$360.5K
Insiders
2

Actionable Insight

The CEO and CTO selling on the same day at the same price is a modest bearish signal. While the dollar amount is small, the concentration of top executives suggests potential concern ahead of the next earnings report. Monitor for any upcoming 8-K filings or guidance changes. The stock's historical volatility (avg -19% T+20 on prior reports) warrants caution.

Key Facts

  • CEO Charles Lacey Compton III sold 15,028 shares for $254,875 on May 29, 2026.
  • CTO Artur Bergman sold 6,225 shares for $105,576 on May 29, 2026.
  • Total insider sales in the cluster: $360,451, representing ~0.012% of market cap.
  • Sales occurred at $16.96, near the stock's recent price.
  • No open-market purchases were reported in the cluster window.

Financial Impact

Insider sales of $360K, or 0.012% of $3.0B market cap — trivial in absolute size but notable for CEO+CTO participation.

insider ownershipmarket sentiment

Risk Factors

  • CEO and CTO selling simultaneously may signal internal concerns not yet public.
  • Prior FSLY reports have shown poor T+20 performance (avg -18.98% return).
  • No insider buying to offset the selling pattern.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
47% bullish (17 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FSLY-1780432959464
11 reports for FSLY
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +20.65%Mar 3, 2026
Filters
Rows
Reports for FSLY — sortable, filterable
Type Now
Jun 2, 2026
2d ago
Insider Cluster
BEARISH ★ 4/10
$20.83 $19.91▲ +4.42%▲ +4.82%$18.17 (+12.79%)
May 29, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$19.08 $20.77▲ +8.86%▲ +8.70%$18.17 (−4.80%)
May 29, 2026
7d ago
144
NEUTRAL ★ 2/10
$17.77 $19.08▲ +7.40%▲ +7.13%$18.17 (+2.25%)
May 20, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
$16.40 $16.32▼ −0.49%▼ −0.93%$18.17 (+10.76%)
Apr 22, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$24.96 $23.76▼ −4.81%▼ −5.59%$18.17 (−27.22%)
Mar 11, 2026
12w ago
Insider Cluster
BEARISH ★ 6/10
$24.05 $24.22▼ −0.71%▼ −2.19%$18.17 (+24.47%)
Mar 5, 2026
13w ago
8-K
MIXED ★ 6/10
$20.44 $20.14▼ −1.47%▼ −0.15%$18.17 (−11.13%)
Mar 5, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$20.44 $20.14▲ +1.47%▲ +0.15%$18.17 (+11.13%)
Mar 3, 2026
13w ago
Insider Cluster
BEARISH ★ 7/10
$21.14 $20.04▲ +5.18%▲ +5.94%$18.17 (+14.05%)
Mar 3, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$21.14 $20.04▲ +5.18%▲ +5.94%$18.17 (+14.05%)
Showing 10 of 11

US Market Status

Market Open — Closes in 8m

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