Blacksky Technology Inc (BKSY) Smart Money Holdings (13F, Q2 2026)

BKSY ranks #2661 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BKSY is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

231 institutions disclose a position in BKSY, but none treat it as a major bet — even AWM Investment Company, Inc., its most concentrated holder, allocates just 2.9% of its own portfolio to it.

BlackRock has added to its BKSY position for two straight quarters, increasing it by $42.7M to reach $86.4M today.

Wasatch Advisors LP has trimmed its BKSY position for two straight quarters, cutting it by $881.8K while still holding $6.8M.

BKSY is up 1.4% today, and institutions have been net buyers of $203.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BKSY reported a net loss of $66.7M over the trailing twelve months.

• Not yet profitable — net loss of $66.7M over the trailing twelve months
• Revenue grew 4.1% year over year
• Net income improved year over year, from -$86.1M to -$66.7M
• Operating cash flow was negative, using $28.3M in cash
• Current ratio of 3.48x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.07x equity — a highly leveraged balance sheet worth noting