Firefly Aerospace Inc
$22.260%
+$897.2M
Net Activity
+37.21% total shares
Institutions Holding
274
Popularity Rank
#2305
Avg Weight
0.32%
Total Value
$3.0B
Market Cap
$1.5B
274 institutions currently hold FLY, with 219 net buyers and 71 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
71
Net Buying Institutions
219
Top 5 by Value
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Across its top 20 institutional holders, FLY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 44/100).
FLY ranks #2305 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FLY is a top-conviction position for Ae Industrial Partners, LP — at 74.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Ae Industrial Partners, LP has added to its FLY position for two straight quarters, increasing it by $227.2M to reach $1.0B today.
Hudson Bay Capital Management LP has trimmed its FLY position for two straight quarters, cutting it by $42.6M while still holding $1.8M.
FLY is down 0% today, but institutions show net buying of $897.2M this quarter — a divergence between today's price move and the underlying institutional flow.
FLY reported a net loss of $363.5M over the trailing twelve months.
+$1.1B
Total Buy Value
$192.9M
Total Sell Value
219
Net Buyers
71
Net Sellers
FLY
Q2 2026
Top 5 Institutional Movers
FLY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
3
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| AeroEquity GP, LLC | 13G/A | 2026-08-14 | 30.3% |
| Markusic Thomas E | 13G/A | 2026-08-14 | 5.2% |
| Astera Institute | 13G/A | 2026-08-11 | 6.9% |
1
Filings (14d)
On August 11, 2026, Firefly Aerospace issued a press release announcing its financial results for the quarter ended June 30, 2026, and attached it as Exhibit 99.1 to this Form 8-K. The excerpt doesn't include any actual numbers — no revenue, profit, or loss figures — only the fact that the press release was issued.
View Full Filing (SEC EDGAR)31816X106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Access FLY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FLYCLI
npx alphasmo stocks get FLY