$SOAR

$0.22 -$0.03 (10.77%) Close

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

Ownership

13F as of Q2 2026 · 53.6M shares outstanding

Who owns SOAR?

By type of holder

Institutions 1.8% Insiders 39.8% Everyone else 58.4%

Concentration Top 10 holders own 41.4%

Cooper Nicholas James 37.2% · Liotta Matthew 2.3%

Institutional ownership

1.8%

+1.0 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+536.0K

by institutions in Q2 2026

New / sold out

2 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Capital Management LLC +418.1K
StoneX Group Inc. NEW +80.0K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −65.2K
Susquehanna International Group, LLP SOLD OUT −12.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Volato Group Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+163.6%

+163.55% a year

Each share's claim on the business

−62.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $816K

over 2 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 years80% Under 1 year20%

Quarterly turnover

85.4%

of institutional shares changed hands

Top 10 managers, median time held

1.3 years

Super Investors

Investment managers reporting SOAR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	427.8K	0.80%	+418.1K (+4273.8%)	2025	0.0%
Shares held by quarter Peak holding427.8K (Q2'26) Change over 8 quarters+427.8K Share of the company0.800% Vanguard Capital Management LLC's full portfolio →
GC Geode Capital Management, LLC	190.9K	0.36%	+50.5K (+36.0%)	2025	0.0%
Shares held by quarter Peak holding190.9K (Q2'26) Change over 8 quarters+190.9K Share of the company0.360% Geode Capital Management, LLC's full portfolio →

Vanguard Capital Management LLC

427.8K

% of company

0.80%

Change vs last qtr

+418.1K (+4273.8%)

Held since

2025

Geode Capital Management, LLC

190.9K

% of company

0.36%

Change vs last qtr

+50.5K (+36.0%)

Held since

2025

13 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting SOAR on Form N-PORT; together they hold 0.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$21.5K	126.4K	0.24%	0.00%	May 31, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$1.59K	9.8K	0.02%	0.00%	June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$21.5K

% of company

0.24%

% of the fund

0.00%

As of

May 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$1.59K

% of company

0.02%

% of the fund

0.00%

As of

June 30, 2026

4 more funds behind a free account

See every fund holding Volato Group 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
CN Cooper Nicholas James Insider	20.0M	37.22%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company37.220% Cooper Nicholas James's insider activity →
LM Liotta Matthew Insider	1.2M	2.33%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.330% Liotta Matthew's insider activity →

Cooper Nicholas James

Insider

20.0M

% of company

37.22%

Change vs last qtr

—

Held since

—

Liotta Matthew

Insider

1.2M

% of company

2.33%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Volato Group Inc.

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