SCHEDULE: Morgan Stanley Discloses 5.4% Stake in Fastly

Morgan Stanley has reported a 5.4% beneficial ownership stake in Fastly, Inc.'s Class A Common Stock as of December 31, 2025.

Summary

• Morgan Stanley, a Delaware-organized entity, has filed a Schedule 13G indicating beneficial ownership in Fastly, Inc.
• As of December 31, 2025, Morgan Stanley beneficially owns 8,073,950 shares of Fastly's Class A Common Stock.
• This ownership represents 5.4% of Fastly's Class A Common Stock.
• Morgan Stanley holds shared voting power over 1,019,395 shares and shared dispositive power over 8,073,950 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Fastly.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive disclosure. While a Schedule 13G is a passive filing, a significant stake by a major institution like Morgan Stanley can signal confidence in the issuer's value, though it doesn't imply active management or strategic intent.

Positives

• Morgan Stanley's significant 5.4% stake could be viewed as a vote of confidence from a major institutional investor in Fastly's long-term prospects.

Future Outlook

NA

Management Comments

• Morgan Stanley certifies that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of Fastly, Inc.

Industry Context

StockSavvy.ai notes that this filing is a standard disclosure of passive institutional ownership, indicating a significant investment by Morgan Stanley in Fastly, a company operating in the edge cloud platform and content delivery network (CDN) industry. Such disclosures are common for large financial institutions managing diverse portfolios.

Stakeholder Impact

• Shareholders may view Morgan Stanley's 5.4% stake as a positive signal, potentially increasing investor confidence in Fastly's stock.

Key Dates

Recommendation

A Schedule 13G filing primarily discloses a significant passive ownership stake by an institutional investor. While Morgan Stanley's 5.4% stake in Fastly is notable and can be interpreted as a vote of confidence, it does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. Investors should 'hold' and monitor Fastly's fundamental performance and future strategic announcements, as this filing alone is insufficient for a change in investment thesis.

Keywords

Fastly, Morgan Stanley, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing