FLY

Firefly Aerospace Inc
IndustrialsUSCUSIP 31816X106◍ Confluence graph
Tracked 13F Holders
222
-72 QoQ
13F Value (tracked)
$2.0B
Insider Net · 180d
-$384.3M
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)45 adding · 11 trimming
Insider net (180d)-$384.3M

Who owns FLY?

222 tracked 13F filers

222 tracked 13F filers disclose a position in FLY as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1AE INDUSTRIAL PARTNERS, LP
$1.0B
35.2M
Held
Q1 2026
2STATE STREET CORP
$122.9M
4.2M
+751%
Added · +3.7M sh
Q2 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$69.1M
2.4M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$66.4M
2.3M
First observed position
No prior filed position
Q1 2026
5TEMA ETFS LLC
$67.1M
2.3M
1k×
Added · +2.3M sh
Q2 2026
6Tidal Investments LLC
$63.7M
2.2M
New
+2.2M sh
Q2 2026
7VAN ECK ASSOCIATES CORP
Withheld
2.1M
New
+2.1M sh
Q1 2026
8BlackRock, Inc.
$58.0M
2.0M
+40%
Added · +584K sh
Q1 2026
9Phoenix Financial Ltd.
$53.3M
1.8M
+175%
Added · +1.2M sh
Q2 2026
10GEODE CAPITAL MANAGEMENT, LLC
$45.6M
1.6M
+138%
Added · +898K sh
Q2 2026
11UBS Group AG
$30.4M
1.1M
−40%
Reduced · −705K sh
Q1 2026
12Point72 Asset Management, L.P.
$27.4M
962K
New
+962K sh
Q1 2026
13PRICE T ROWE ASSOCIATES INC /MD/
$25.3M
887K
+2.0%
Added · +18K sh
Q1 2026
14Hudson Bay Capital Management LP
$18.8M
659K
−63%
Reduced · −1.1M sh
Q1 2026
15JPMORGAN CHASE & CO
$14.9M
633K
−4.3%
Reduced · −29K sh
Q1 2026
16TUDOR INVESTMENT CORP ET AL
$15.3M
539K
−11%
Reduced · −70K sh
Q1 2026
17Ghisallo Capital Management LLC
$14.7M
500K
+213%
Added · +340K sh
Q2 2026
18GOLDMAN SACHS GROUP INC
$14.1M
497K
+286%
Added · +368K sh
Q1 2026
19Marex Group Ltd
$13.2M
462K
+126%
Added · +258K sh
Q1 2026
20MORGAN STANLEY
$12.2M
430K
+148%
Added · +257K sh
Q1 2026
21CAPITAL FUND MANAGEMENT S.A.
$11.8M
402K
+207%
Added · +271K sh
Q2 2026
22NORGES BANK
$8.1M
360K
New
+360K sh
Q4 2025
23MILLENNIUM MANAGEMENT LLC
$9.4M
331K
+26%
Added · +67K sh
Q1 2026
24RENAISSANCE TECHNOLOGIES LLC
$9.4M
329K
14×
Added · +306K sh
Q1 2026
25Liontrust Investment Partners LLP
$8.8M
300K
New
+300K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FLY being bought or sold by institutions?

Last quarter, 24 funds opened a new position in FLY and 21 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
24
funds
Added
21
funds
Reduced
11
funds
Exited
0
funds

Funds that own FLY also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL119 funds$93.5B
MICROSOFT CORPMSFT118 funds$173.1B
APPLE INCAAPL116 funds$189.1B
AMAZON.COM INCAMZN116 funds$128.6B
META PLATFORMS INC-CLASS AMETA116 funds$72.8B
NVIDIA CORPNVDA115 funds$255.1B
JPMORGAN CHASE & COJPM113 funds$39.8B
CHEVRON CORPCVX113 funds$20.3B
COSTCO WHOLESALE CORPCOST112 funds$22.8B
BROADCOM INCAVGO110 funds$100.9B
ELI LILLY & COLLY110 funds$51.9B
TESLA INCTSLA110 funds$44.3B

Ranked by how many of FLY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$384.3M
2 insiders
Net
-$384.3M
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 1, 2026AEROEQUITY GP, LLC10% OwnerSell (S)5.2M$249.5M
Jun 1, 2026AEROEQUITY GP, LLC10% OwnerSell (S)2.8M$134.5M
May 18, 2026Wheeler David LeighGeneral CounselSell (S)4K$170K
Apr 17, 2026Wheeler David LeighGeneral CounselSell (S)4K$170K
Aug 6, 2025AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP10% OwnerBuy (P)11K$500K
Aug 6, 2025Zurbuchen Thomas HansueliDirectorBuy (P)800$36K
Aug 6, 2025Braden Pamela JoyceDirectorBuy (P)9K$400K
Aug 6, 2025Konert Kirk MichaelDirectorBuy (P)3K$150K
Aug 6, 2025Lusczakoski Jonathan DonaldDirectorBuy (P)2K$100K

Institutional ownership over time

108 funds+12 since Q3 2025
090180Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $456.1M

Recent filings

15 shown

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Connected entities for FLY

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Ask your agent what changed in FLY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FLY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FLY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.