SCHEDULE: Fastly Founder Bergman Maintains Significant Stake

Per Artur Bergman, founder of Fastly, Inc., disclosed a beneficial ownership of 4.69% of the company's Class A Common Stock as of December 31, 2025.

Summary

• Per Artur Bergman, founder of Fastly, Inc., beneficially owns 7,111,164 shares of Class A Common Stock.
• This ownership represents 4.69% of Fastly's Class A Common Stock, calculated based on 151,537,271 outstanding shares as of December 31, 2025.
• Mr. Bergman's beneficial ownership includes 2,225,372 shares held directly and shares held across several trusts where he serves as settlor, trustee, or investment advisor.
• The total also includes 59,083 shares from restricted stock units vesting within 60 days of December 31, 2025, and options to purchase 376,460 shares exercisable within the same timeframe.
• The filing is an Amendment No. 5 to a Schedule 13G, indicating a passive investment intent without the purpose or effect of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as moderately positive. The continued significant ownership by a founder can be interpreted as a vote of confidence in the company's long-term prospects, although the filing itself is a routine disclosure without new operational or financial information.

Positives

• Continued significant ownership by founder Per Artur Bergman, holding 4.69% of Class A Common Stock, may signal long-term confidence in Fastly's future.
• The founder's stake is diversified across various trusts, indicating structured wealth management while maintaining influence.

Negatives

• No explicit negatives are present in this Schedule 13G filing, as it primarily serves as a disclosure of beneficial ownership.

Risks

• No specific risks are detailed within this Schedule 13G filing, which focuses solely on beneficial ownership disclosure.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding Fastly, Inc.'s future performance or strategic direction.

Industry Context

StockSavvy.ai notes that founder ownership, particularly a significant stake like Bergman's, can be a positive signal in the technology sector, often indicating alignment between management and shareholder interests. This level of ownership is common for founders of publicly traded companies, especially those still involved in the company's strategic direction, even if not in day-to-day operations. It contrasts with institutional investor filings which might indicate a more transactional approach.

Comparison to Industry Standards

• Per Artur Bergman's 4.69% stake in Fastly is a notable founder holding, aligning with similar patterns seen in other tech companies where founders maintain significant, though often below 5%, ownership post-IPO. For instance, founders of companies like Snowflake (SNOW) or Datadog (DDOG) have maintained substantial, albeit often decreasing, stakes over time.
• The use of various trusts (Revocable, Remainder, Grantor Retained Annuity Trusts) for holding shares is a standard estate planning and wealth management strategy for high-net-worth individuals, particularly founders, to manage tax implications and future distributions, similar to practices observed among executives at companies like Amazon (AMZN) or Microsoft (MSFT).

Related Party Transactions

• Per Artur Bergman's beneficial ownership includes shares held by various trusts (The Per Artur Bergman Revocable Trust, The Artur Bergman Remainder Trust One DTD 5/2/2019, The Artur Bergman Remainder Trust Three DTD 5/2/2019, The Per Artur Bergman Grantor Retained Annuity Trust No. 3, The Per Artur Bergman Grantor Retained Annuity Trust No. 4, The PAB 2021 Remainder Trust) where he serves as settlor, trustee, or investment advisor, indicating related party dealings in the holding structure of his shares.

Stakeholder Impact

• Shareholders: The continued significant stake of a founder may reassure shareholders about long-term commitment and alignment of interests.
• Employees: No direct impact on employees is indicated by this ownership disclosure.
• Customers: No direct impact on customers is indicated by this ownership disclosure.
• Suppliers: No direct impact on suppliers is indicated by this ownership disclosure.
• Creditors: No direct impact on creditors is indicated by this ownership disclosure.

Key Dates

Recommendation

This Schedule 13G filing is a routine disclosure of beneficial ownership by a founder and does not contain new operational, financial, or strategic information that would warrant a change in investment recommendation. The continued significant stake by Per Artur Bergman is a neutral to slightly positive signal, reinforcing a 'hold' stance for investors awaiting more substantive company updates.

Keywords

Fastly, FSLY, Per Artur Bergman, Beneficial Ownership, Schedule 13G, Class A Common Stock, Founder Stake, SEC Filing, Shareholder Disclosure