Firefly Aerospace Inc.
FLY- Exchange
- Nasdaq
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0001860160
No open-market purchases or sales by Firefly Aerospace Inc. insiders were filed in the last 90 days; 269 institutions reported holding it in 13F filings for Q2 2026, worth $2.79B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Firefly Aerospace Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 214
- +72 vs. Q4 2025
- Shares held
- 65.0M
- +8.72M (+15.5%) vs. Q4 2025
- Total value
- $1.85B
- +$586.8M (+46.6%) vs. Q4 2025
- New holders
- 98
- 61 more added
- Sold out
- 26
- 30 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 269 | $2.79B |
| Q1 2026 | 214 | $1.85B |
| Q4 2025 | 147 | $1.31B |
| Q3 2025 | 118 | $1.76B |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Firefly Aerospace Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 659,017 | $18.8M | 0.11% | −1,128,887−63.1% | Reduced |
| Phoenix Holdings Ltd. | 660,060 | $18.8M | 0.18% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 663,155 | $18.9M | 0.06% | −406,433−38.0% | Reduced |
| La Banque Postale Asset Management SA | 740,026 | $21.1M | 0.29% | +516,171+230.6% | Added |
| Penserra Capital Management LLC | 766,654 | $21.8M | 0.26% | +486,258+173.4% | Added |
| Price T Rowe Associates Inc | 887,493 | $25.3M | 0.00% | +17,554+2.0% | Added |
| Point72 Asset Management, L.P. | 961,540 | $27.4M | 0.05% | +961,540 | New |
| UBS Group AG | 1,068,835 | $30.4M | 0.01% | −704,772−39.7% | Reduced |
| Capital World Investors | 1,205,209 | $34.3M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,037,915 | $58.0M | 0.00% | +583,787+40.1% | Added |
| Van Eck Associates Corp | 2,120,531 | $60.4M | 0.05% | +2,120,531 | New |
| Vanguard Capital Management LLC | 2,333,889 | $66.4M | 0.00% | +2,333,889 | New |
| Vanguard Portfolio Management LLC | 2,427,201 | $69.1M | 0.00% | +2,427,201 | New |
| Ae Industrial Partners, LP | 35,227,754 | $1.00B | 61.55% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −457,295−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −356,692−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −335,079−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −249,999−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −130,831−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −107,152−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −92,142−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,531−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,824−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,239−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Midwest Capital Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Sandia Investment Management LP | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |