$FLY

$19.90 +$1.64 (9.01%) Close

$FLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 167.4M shares outstanding

Who owns FLY?

By type of holder

Institutions 56.4% Insiders 11.0% Everyone else 32.6%

Concentration Top 10 holders own 43.2%

Ae Industrial Partners, LP 20.6% · Markusic Thomas E 4.5%

Institutional ownership

56.4%

+17.7 pts vs last qtr

Institutional holders

267

+55 vs last qtr

Net shares bought

+29.6M

by institutions in Q2 2026

New / sold out

94 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +3.9M
State Street Corp +3.7M

Biggest sellers in Q2 2026

Point72 Asset Management, L.P. SOLD OUT −961.5K
Ae Industrial Partners, LP −697.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.84M

5 notices from 4 people

Shares covered

246.4K

0.15% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Wfi Venture Capital LLC Affiliate $6.1M
Wfi Equity LLC Affiliate $3.27M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+477.8%

+140.38% a year

Each share's claim on the business

−82.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $21.3M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

31.2%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting FLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AI Ae Industrial Partners, LP	34.5M	20.63%	−697.2K (−2.0%)	Q3 '25	74.2%
Shares held by quarter Peak holding36.3M (Q3'25) Change over 8 quarters+34.5M Share of the company20.630% Ae Industrial Partners, LP's full portfolio →
B BlackRock, Inc.	5.9M	3.53%	+3.9M (+189.7%)	Q3 '25	0.0%
Shares held by quarter Peak holding5.9M (Q2'26) Change over 8 quarters+5.9M Share of the company3.530% BlackRock, Inc.'s full portfolio →

Ae Industrial Partners, LP

34.5M

% of company

20.63%

Change vs last qtr

−697.2K (−2.0%)

Held since

Q3 '25

BlackRock, Inc.

5.9M

% of company

3.53%

Change vs last qtr

+3.9M (+189.7%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Firefly Aerospace Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FLY on Form N-PORT; together they hold 14.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TS Tema Space Innovators ETF Tema ETF Trust	$129M	2.8M	1.65%	4.94%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$76.7M	2.6M	1.56%	0.00%	June 30, 2026

Tema Space Innovators ETF

Tema ETF Trust

Position value

$129M

% of company

1.65%

% of the fund

4.94%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$76.7M

% of company

1.56%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Firefly Aerospace Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MT Markusic Thomas E Insider	7.5M	4.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.470% Markusic Thomas E's insider activity →
M Mitsui & Co LTD Insider	5.0M	3.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.010% Mitsui & Co LTD's insider activity →

Markusic Thomas E

Insider

7.5M

% of company

4.47%

Change vs last qtr

—

Held since

—

Mitsui & Co LTD

Insider

5.0M

% of company

3.01%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Firefly Aerospace Inc..

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