Who Owns Firefly Aerospace Inc (FLY)? 13F Institutional Holders (Q2 2026)

FLY ranks #2304 out of 37696 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.

Versant Capital Management, Inc has added to its FLY position for two straight quarters, increasing it by $7.4K to reach $8.0K today.

Toth Financial Advisory CORP has trimmed its FLY position for two straight quarters, cutting it by $65.4K while still holding $49.1K.

FLY is down 7.2% 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.

• Not yet profitable — net loss of $363.5M over the trailing twelve months
• Revenue grew 179.2% year over year
• Net income declined year over year, from -$248.8M to -$363.5M
• Operating cash flow was negative, using $204.9M in cash
• Current ratio of 4.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.53x equity — within a conventional range