Who owns Firefly Aerospace Inc. (FLY)
Which tracked institutional funds hold FLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FLY is one-sided between 2025-Q4 and 2026-Q1: 91 added or opened and 27 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FLY’s largest tracked holder by dollar value, AE INDUSTRIAL PARTNERS, LP, sizes it at 61.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 61.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 212 tracked filers holding FLY, 157 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FLY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- VANGUARD PORTFOLIO MANAGEMENT LLC$69M
- VANGUARD CAPITAL MANAGEMENT LLC$66M
- VAN ECK ASSOCIATES CORP$60M
- Point72 Asset Management, L.P.$27M
- Defiance ETFs, LLC$8M
- Vident Advisory, LLC$8M
Full exits 11
- VANGUARD GROUP INC$41M
- Balyasny Asset Management L.P.$10M
- NORGES BANK$8M
- JENNISON ASSOCIATES LLC$8M
- AMERICAN CENTURY COMPANIES INC$7M
- Freestone Grove Partners LP$6M
Largest adds
- AE INDUSTRIAL PARTNERS, LP$215M
- BlackRock, Inc.$25M
- LBP AM SA$16M
- Penserra Capital Management LLC$16M
- GOLDMAN SACHS GROUP INC$11M
- RENAISSANCE TECHNOLOGIES LLC$9M
Largest trims
- Hudson Bay Capital Management LP$21M
- UBS Group AG$9M
- TWO SIGMA INVESTMENTS, LP$9M
- BlueCrest Capital Management Ltd$8M
- WCM INVESTMENT MANAGEMENT, LLC$7M
- Temasek Holdings (Private) Ltd$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE INDUSTRIAL PARTNERS, LP | 35,227,754 | $1.0B | 49.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,427,201 | $69M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,333,889 | $66M | 3.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP new | 2,120,531 | $60M | 3.0% | 2026-Q1 |
| BlackRock, Inc. added | 2,037,915 | $58M | 2.9% | 2026-Q1 |
| Capital World Investors | 1,205,209 | $34M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 1,068,835 | $30M | 1.5% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 961,540 | $27M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 887,493 | $25M | 1.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 766,654 | $22M | 1.1% | 2026-Q1 |
| LBP AM SA added | 740,026 | $21M | 1.0% | 2026-Q1 |
| Temasek Holdings (Private) Ltd trimmed | 663,155 | $19M | 0.9% | 2026-Q1 |
| Phoenix Financial Ltd. | 660,060 | $19M | 0.9% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 659,017 | $19M | 0.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 651,929 | $19M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 544,506 | $16M | 0.8% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 538,698 | $15M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 632,779 | $15M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 496,821 | $14M | 0.7% | 2026-Q1 |
| STATE STREET CORP added | 490,869 | $14M | 0.7% | 2026-Q1 |
| Marex Group plc added | 462,208 | $13M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 430,051 | $12M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 330,897 | $9M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 329,300 | $9M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 299,042 | $9M | 0.4% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 340,730 | $8M | 0.4% | 2026-Q1 |
| Defiance ETFs, LLC new | 280,370 | $8M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 278,344 | $8M | 0.4% | 2026-Q1 |
| Vident Advisory, LLC new | 267,181 | $8M | 0.4% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 251,159 | $7M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 240,000 | $7M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 225,782 | $6M | 0.3% | 2026-Q1 |
| Walleye Capital LLC trimmed | 225,000 | $6M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 184,235 | $5M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 180,198 | $5M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 178,620 | $5M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 174,986 | $5M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 174,673 | $5M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 168,577 | $5M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC | 160,000 | $5M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP new | 158,456 | $5M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 154,463 | $4M | 0.2% | 2026-Q1 |
| LMR Partners LLP | 151,546 | $4M | 0.2% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC | 150,000 | $4M | 0.2% | 2026-Q1 |
| Red Wave Investments LLC new | 148,291 | $4M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 130,595 | $4M | 0.2% | 2026-Q1 |
| Burkehill Global Management, LP | 125,000 | $4M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 124,900 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 122,181 | $3M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 109,431 | $3M | 0.2% | 2026-Q1 |
| BlueCrest Capital Management Ltd trimmed | 103,698 | $3M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 100,528 | $3M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 99,828 | $3M | 0.1% | 2026-Q1 |
| Blackstone Inc. new | 94,342 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 90,000 | $3M | 0.1% | 2026-Q1 |
| Liontrust Investment Partners LLP | 114,099 | $3M | 0.1% | 2026-Q1 |
| EFG International AG new | 87,063 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 85,285 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 81,154 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 76,796 | $2M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 74,043 | $2M | 0.1% | 2026-Q1 |
| Lisanti Capital Growth, LLC new | 68,955 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 65,901 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank new | 63,000 | $2M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 62,348 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 61,777 | $2M | 0.1% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 60,000 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 58,200 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 56,410 | $2M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 56,044 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 50,263 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 46,763 | $1M | 0.1% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 46,546 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 45,900 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC new | 41,774 | $1M | 0.1% | 2026-Q1 |
| Endowment Wealth Management, Inc. new | 37,314 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO new | 37,037 | $1M | 0.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. new | 1,407,595 | $41M | 2.0% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 1,814,367 | $41M | 2.0% | 2025-Q4 stale |
| Ilex Capital Partners (UK) LLP new | 1,316,471 | $39M | 1.9% | 2025-Q3 stale |
| LOOMIS SAYLES & CO L P new | 437,859 | $13M | 0.6% | 2025-Q3 stale |
| Balyasny Asset Management L.P. new | 457,295 | $10M | 0.5% | 2025-Q4 stale |
| Zimmer Partners, LP new | 335,000 | $10M | 0.5% | 2025-Q3 stale |
| Woodline Partners LP new | 298,209 | $9M | 0.4% | 2025-Q3 stale |
| Capital Research Global Investors new | 282,338 | $8M | 0.4% | 2025-Q3 stale |
| NORGES BANK new | 360,000 | $8M | 0.4% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC added | 356,692 | $8M | 0.4% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 335,079 | $7M | 0.4% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 249,999 | $6M | 0.3% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 169,879 | $5M | 0.2% | 2025-Q3 stale |
| TD Asset Management Inc new | 148,466 | $4M | 0.2% | 2025-Q3 stale |
| Valiant Capital Management, L.P. new | 120,000 | $4M | 0.2% | 2025-Q3 stale |
| Clearbridge Investments, LLC new | 108,300 | $3M | 0.2% | 2025-Q3 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 130,831 | $3M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 86,657 | $3M | 0.1% | 2025-Q3 stale |
| IMC-Chicago, LLC new | 107,152 | $2M | 0.1% | 2025-Q4 stale |
| Caisse de depot et placement du Quebec new | 75,000 | $2M | 0.1% | 2025-Q3 stale |
| Concentric Capital Strategies, LP new | 92,142 | $2M | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 70,000 | $2M | 0.1% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 59,001 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.