SCHEDULE: Morgan Stanley Reduces Fastly Stake Below 5%

Morgan Stanley has filed a Schedule 13G amendment indicating its beneficial ownership of Fastly, Inc. Class A Common Stock has fallen below the 5% threshold.

Summary

• Morgan Stanley has filed an amendment to its Schedule 13G filing concerning Fastly, Inc. Class A Common Stock.
• As of March 31, 2026, Morgan Stanley's beneficial ownership of Fastly's Class A Common Stock is now less than 5%.
• The filing indicates shared dispositive power over 1,095,855 shares, representing 0.7% of the class.
• Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily an administrative update reflecting a change in reporting status due to a decrease in beneficial ownership below a regulatory threshold.

Negatives

• Morgan Stanley's beneficial ownership of Fastly, Inc. Class A Common Stock has fallen below the 5% reporting threshold.

Future Outlook

The filing does not contain forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that a reduction in beneficial ownership by a major financial institution like Morgan Stanley can sometimes signal a shift in investment strategy or a response to market conditions, though this filing specifically states the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control.

Stakeholder Impact

• Shareholders may note the reduced stake of a significant financial institution, which could be interpreted in various ways, though the filing emphasizes ordinary course of business holdings.

Key Dates

Keywords

Fastly, Morgan Stanley, Schedule 13G, SEC Filing, Common Stock, Beneficial Ownership, Securities