FLY · NASDAQ · Aerospace & Defense

Firefly Aerospace (FLY)

Builds rockets, lunar landers, orbital vehicles and defense software for responsive space missions.

$23.07
vs last close−0.28 (−1.20%)

13F · 13D/G · Form 4

Institutions≈ 55.60%93.08M shares
294 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders13.72%22.97M shares
18 holders · as of Sep 18, 2026
Strategic holders38.13%63.84M shares
2 holders · as of Feb 2, 2026
Adds to107.45%

167.40M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 107.45%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Aeroequity GP, LLC1Strategic10 percent owner
35.13%58.81Mfiled Feb 2, 2026
Ae Industrial Partners, LPInstitution
20.63%34.53Mas of Jun 30, 2026
Astera InstituteInsider
7.81%13.08Mfiled Nov 10, 2025
Thomas E. MarkusicInsider10 percent owner
4.47%7.48Mfiled Aug 6, 2025
BlackRock, Inc.Institution
3.53%5.90Mas of Jun 30, 2026
Mitsui & Co LtdStrategic10 percent owner
3.01%5.03Mfiled Aug 6, 2025
State Street CorpInstitution
2.50%4.18Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.15%3.59Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
1.83%3.07Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
1.82%3.05Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.67%2.79Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.62%2.71Mas of Jun 30, 2026
Tema Etfs LLCInstitution
1.36%2.28Mas of Jun 30, 2026
Toroso Investments, LLCInstitution
1.29%2.17Mas of Jun 30, 2026
Phoenix Holdings Ltd.Institution
1.08%1.81Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
0.99%1.65Mas of Jun 30, 2026
UBS Group AGInstitution
0.97%1.63Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.93%1.55Mas of Jun 30, 2026
Capital World InvestorsInstitution
0.74%1.24Mas of Jun 30, 2026
Morgan StanleyInstitution
0.69%1.15Mas of Jun 30, 2026
Mirae Asset Global Investments Co., Ltd.Institution
0.63%1.05Mas of Jun 30, 2026
Marex Group PLCInstitution
0.58%964,348as of Jun 30, 2026
Penserra Capital Management LLCInstitution
0.55%925,293as of Jun 30, 2026
Jesung KimInsiderdirector, officer: Chief Executive Officer
0.51%855,460filed Sep 18, 2026
Invesco Ltd.Institution
0.48%808,987as of Jun 30, 2026
  1. Aeroequity GP, LLC's transaction reports restate only vehicles that traded; the 2026 ownership statement (58.81M) is used instead.

13F, as of Jun 30, 2026

294 holders · 93.08M shares · 96 new positions · 221 increased · 33 reduced · 39 closed

HolderShares% outstandingChg q/qFiled
Ae Industrial Partners, LP34.53M20.63%−697.2KAug 14, 2026
BlackRock, Inc.5.90M3.53%+3.87MAug 7, 2026
State Street Corp4.18M2.50%+3.69MAug 7, 2026
Vanguard Portfolio Management LLC3.59M2.15%+1.16MAug 13, 2026
Vanguard Capital Management LLC3.07M1.83%+737.3KAug 13, 2026
Van Eck Associates Corp3.05M1.82%+927.8KAug 14, 2026
JPMorgan Chase & Co2.79M1.67%+2.16MAug 12, 2026
Two Sigma Investments, LP2.71M1.62%+2.70MAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
AeroEquity GP, LLC36.90%58.81M13GFeb 2, 2026
Astera Institute8.90%13.08M13GNov 10, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 18, 2026
David Leigh Wheelerofficer: General Counsel
Sale3,765$45.12142,758
Apr 17, 2026
David Leigh Wheelerofficer: General Counsel
Sale3,766$45.04142,758

House and Senate disclosures

Not reported.