AVAVNasdaqAircraftFiscal year ends April 30
AeroVironment Inc
Financials through Q1 FY2027, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 10, 2026
$117.90−3.89 (-3.19%)
Close on Oct 19, 2026
- Market cap
- $5.87B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
61.2%
31M of 51M shares
Institutional holders
611
104 new, 99 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 21 sales
Net sold $2.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Arlington Capital Partners V, L.P. | 6,728,262 | 14.70% | 13D (active) | May 1, 2025 |
| Arlington Management V, L.L.C. | 6,728,262 | 13.50% | 13D (active) amendment | Jun 17, 2026 |
| BlackRock, Inc. | 3,367,938 | 6.70% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVAV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,480,740 | 6.85% | $574.57M | −1,478,959 | 0.01% |
| State Street Corp | 2,192,680 | 4.31% | $361.81M | −96,677 | 0.01% |
| Vanguard Capital Management LLC | 1,646,011 | 3.24% | $271.71M | +29,696 | 0.01% |
| Vanguard Portfolio Management LLC | 1,548,605 | 3.05% | $255.63M | −145,170 | 0.01% |
| Baillie Gifford & Co | 967,448 | 1.90% | $159.70M | −59,293 | 0.14% |
| Heard Capital LLC | 903,975 | 1.78% | $149.22M | +182,623 | 6.39% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 854,017 | 1.68% | $140.83M | −83,443 | 0.17% |
| Invesco Ltd. | 698,470 | 1.37% | $115.30M | +100,182 | 0.01% |
| Geode Capital Management, LLC | 671,971 | 1.32% | $110.95M | −241,922 | 0.01% |
| Van Eck Associates Corp | 612,915 | 1.21% | $101.17M | −75,062 | 0.06% |
| ARK Investment Management LLC | 607,502 | 1.20% | $100.28M | +48,248 | 0.65% |
| Stephens Investment Management Group LLC | 567,423 | 1.12% | $93.66M | +76,997 | 1.00% |
| Hood River Capital Management LLC | 564,254 | 1.11% | $93.14M | New | 0.68% |
| Alyeska Investment Group, L.P. | 525,195 | 1.03% | $86.69M | −196,241 | 0.22% |
| Congress Asset Management Co /Ma | 495,640 | 0.98% | $81.82M | +103,132 | 0.50% |
| Norges Bank | 473,141 | 0.93% | $78.10M | New | 0.01% |
| Morgan Stanley | 458,955 | 0.90% | $75.76M | +38,460 | 0.00% |
| American Capital Management Inc | 422,518 | 0.83% | $69.75M | −13,849 | 3.13% |
| Bank Of America Corp /De/ | 409,215 | 0.81% | $67.55M | +206,062 | 0.00% |
| Swedbank AB | 376,664 | 0.74% | $62.18M | +103,315 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 611 | 31M | 61.2% | 104 / 222 | 196 / 99 | 6M | 6M |
| Q1 2026 | 615 | 31M | 61.1% | 128 / 273 | 135 / 107 | 8M | 6M |
| Q4 2025 | 604 | 33M | 64.2% | 127 / 229 | 165 / 94 | 5M | 4M |
| Q3 2025 | 581 | 32M | 63.1% | 159 / 213 | 128 / 60 | 6M | 3M |
| Q2 2025 | 491 | 28M | 55.9% | 155 / 148 | 130 / 42 | 4M | 3M |
| Q1 2025 | 382 | 28M | 54.8% | 57 / 136 | 119 / 79 | 3M | 2M |
| Q4 2024 | 411 | 27M | 53.2% | 74 / 154 | 119 / 75 | 4M | 3M |
| Q3 2024 | 420 | 26M | 51.1% | 60 / 149 | 135 / 43 | 7M | 2M |
| Q2 2024 | 407 | 26M | 50.3% | 81 / 135 | 124 / 39 | 3M | 3M |
| Q1 2024 | 368 | 26M | 50.3% | 78 / 116 | 104 / 31 | 2M | 2M |
| Q4 2023 | 322 | 25M | 49.7% | 72 / 98 | 92 / 49 | 3M | 2M |
| Q3 2023 | 301 | 24M | 46.9% | 51 / 102 | 89 / 19 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVAV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,205,289 | 2.37% | $198.96M | 0.01% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,104,344 | 2.17% | $182.29M | 0.15% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 962,882 | 1.89% | $158.94M | 2.46% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 870,737 | 1.71% | $143.73M | 0.08% | Jun 30, 2026 |
| Global X Defense Tech ETF | 509,562 | 1.00% | $105.60M | 1.32% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 502,124 | 0.99% | $82.89M | 0.18% | Jun 30, 2026 |
| Invesco Aerospace & Defense ETF | 415,009 | 0.82% | $61.99M | 0.75% | Jul 31, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 376,589 | 0.74% | $78.04M | 2.08% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 370,407 | 0.73% | $61.14M | 0.06% | Jun 30, 2026 |
| ARK Autonomous Technology & Robotics ETF | 339,243 | 0.67% | $50.67M | 2.73% | Jul 31, 2026 |
| iShares U.S. Aerospace & Defense ETF | 327,116 | 0.64% | $54.00M | 0.37% | Jun 30, 2026 |
| Vanguard Explorer Fund | 270,531 | 0.53% | $40.41M | 0.18% | Jul 31, 2026 |
| Congress Small Cap Growth Fund | 270,000 | 0.53% | $40.33M | 2.01% | Jul 31, 2026 |
| ARK Space & Defense Innovation ETF | 230,428 | 0.45% | $34.42M | 4.53% | Jul 31, 2026 |
| Hood River Small-Cap Growth Fund | 205,924 | 0.41% | $33.99M | 0.51% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wahid Nawabi | Chair, President and CEO, Director | 162,200 | 0.32% | Jul 15, 2026 |
| Brian Charles Shackley | SVP, Chief Accounting Officer | 7,788 | 0.02% | Sep 17, 2026 |
| Trace E. Stevenson | President, Autonomous Systems | 9,823 | 0.02% | Jul 15, 2026 |
| Clum Mary Elizabeth McDaniel | President, Space, Cyber & DE | 16,571 | 0.03% | Jul 15, 2026 |
| Melissa Ann Brown | EVP, Chief Legal Officer | 26,085 | 0.05% | Jul 15, 2026 |
| Sean Thomas Woodward | CFO | 5,836 | 0.01% | Jul 15, 2026 |
| Robert Fendlay Smith | Chief Operating Officer | 3,816 | 0.01% | Jul 6, 2026 |
| Kevin Patrick McDonnell | CFO | 20,871 | 0.04% | Mar 11, 2026 |
| Bradley Dean Truesdell | Chief Operations Officer | 1,701 | 0.00% | Oct 7, 2025 |
| James William Ferguson III | President, Space, Cyber & DE | 47,853 | 0.09% | Jun 27, 2025 |
| Stephen F. Page | Director | 51,135 | 0.10% | Sep 17, 2026 |
| Michael Ruppert | Director | 957 | 0.00% | Sep 16, 2026 |
| Edward R. Muller | Director | 51,839 | 0.10% | Jul 14, 2026 |
| Phillip S. Davidson | Director | 4,228 | 0.01% | Jul 6, 2026 |
| Joseph L. Votel | Director | 4,189 | 0.01% | Jul 6, 2026 |
| Charles Thomas Burbage | Director | 51,764 | 0.10% | Jul 6, 2026 |
| William Lynn III | Director | 892 | 0.00% | Jul 6, 2026 |
| Cindy Kay Lewis | Director | 7,724 | 0.02% | Jul 6, 2026 |
| Mary Beth Long | Director | 4,220 | 0.01% | Jul 6, 2026 |
| Henry Albers | Director | – | – | May 8, 2025 |
| David Wodlinger | Director | 17,425,849 | 34.29% | May 8, 2025 |
| Arlington Management VI, L.L.C. | 10% owner | – | – | May 8, 2025 |
| Arlington Capital Partners V, L.P. | 10% owner | – | – | May 8, 2025 |
| Altitude VI Holdings, LLC | 10% owner | – | – | May 8, 2025 |
| Arlington Management V, L.L.C. | 10% owner | – | – | May 8, 2025 |
| Arlington Capital Partners VI, L.P. | 10% owner | – | – | May 8, 2025 |
| Bluehalo Holdings Parent, Llc | 10% owner | 0 | – | May 8, 2025 |
| Altitude V Holdings, LLC | 10% owner | 17,425,849 | 34.29% | May 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen F. Page Director | Sep 15, 2026 | Sale(10b5-1 plan) | −250 | $152.27 | $38.07K | 48,253 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −100 | $152.27 | $15.23K | 7,788 |
| Michael Ruppert Director | Sep 14, 2026 | Award | +957 | – | – | 957 |
| Stephen F. Page Director | Aug 17, 2026 | Sale(10b5-1 plan) | −250 | $191.98 | $48.00K | 48,503 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −205 | $201.86 | $41.38K | 7,888 |
| Stephen F. Page Director | Jul 15, 2026 | Sale(10b5-1 plan) | −248 | $143.00 | $35.46K | 48,753 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −300 | $143.00 | $42.90K | 8,093 |
| Edward R. Muller Director | Jul 13, 2026 | Other | −996 | – | – | 2,148 |
| Edward R. Muller Director | Jul 13, 2026 | Other | +996 | – | – | 49,691 |
| Sean Thomas Woodward CFO | Jul 10, 2026 | Tax withholding | −236 | $144.58 | $34.12K | 5,836 |
| Wahid Nawabi Chair, President and CEO, Director | Jul 10, 2026 | Tax withholding | −5,246 | $144.58 | $758.47K | 162,200 |
| Melissa Ann Brown EVP, Chief Legal Officer | Jul 10, 2026 | Tax withholding | −813 | $144.58 | $117.54K | 26,085 |
| Clum Mary Elizabeth McDaniel President, Space, Cyber & DE | Jul 10, 2026 | Tax withholding | −58 | $144.58 | $8.39K | 16,571 |
| Trace E. Stevenson President, Autonomous Systems | Jul 10, 2026 | Tax withholding | −545 | $144.58 | $78.80K | 9,823 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Jul 10, 2026 | Tax withholding | −243 | $144.58 | $35.13K | 8,483 |
| Edward R. Muller Director | Jul 2, 2026 | Award | +392 | – | – | 3,144 |
| Edward R. Muller Director | Jul 2, 2026 | Award | +1,047 | – | – | 2,752 |
| Mary Beth Long Director | Jul 2, 2026 | Award | +130 | – | – | 4,220 |
| Mary Beth Long Director | Jul 2, 2026 | Award | +1,047 | – | – | 4,090 |
| Phillip S. Davidson Director | Jul 2, 2026 | Award | +1,047 | – | – | 4,228 |
| Phillip S. Davidson Director | Jul 2, 2026 | Award | +130 | – | – | 4,358 |
| Trace E. Stevenson President, Autonomous Systems | Jul 2, 2026 | Award | +2,406 | – | – | 10,368 |
| Robert Fendlay Smith Chief Operating Officer | Jul 2, 2026 | Award | +2,016 | – | – | 3,816 |
| Cindy Kay Lewis Director | Jul 2, 2026 | Award | +261 | – | – | 7,724 |
| Cindy Kay Lewis Director | Jul 2, 2026 | Award | +1,047 | – | – | 7,463 |
| Stephen F. Page Director | Jul 2, 2026 | Award | +130 | – | – | 2,882 |
| Stephen F. Page Director | Jul 2, 2026 | Award | +1,047 | – | – | 2,752 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Jul 2, 2026 | Award | +698 | – | – | 8,726 |
| Sean Thomas Woodward CFO | Jul 2, 2026 | Award | +2,077 | – | – | 6,072 |
| William Lynn III Director | Jul 2, 2026 | Award | +892 | – | – | 892 |
| Charles Thomas Burbage Director | Jul 2, 2026 | Award | +130 | – | – | 51,764 |
| Charles Thomas Burbage Director | Jul 2, 2026 | Award | +1,047 | – | – | 51,634 |
| Edward R. Muller Director | Jul 2, 2026 | Award | +1,047 | – | – | 2,752 |
| Edward R. Muller Director | Jul 2, 2026 | Award | +392 | – | – | 3,144 |
| Clum Mary Elizabeth McDaniel President, Space, Cyber & DE | Jul 2, 2026 | Award | +1,210 | – | – | 16,629 |
| Joseph L. Votel Director | Jul 2, 2026 | Award | +261 | – | – | 4,189 |
| Joseph L. Votel Director | Jul 2, 2026 | Award | +1,047 | – | – | 3,928 |
| Wahid Nawabi Chair, President and CEO, Director | Jul 2, 2026 | Award | +15,709 | – | – | 167,349 |
| Melissa Ann Brown EVP, Chief Legal Officer | Jul 2, 2026 | Award | +1,744 | – | – | 26,898 |
| Sean Thomas Woodward CFO | Jun 30, 2026 | Award | +97 | $140.31 | $13.61K | 3,995 |
| Wahid Nawabi Chair, President and CEO, Director | Jun 30, 2026 | Award | +97 | $140.31 | $13.61K | 151,737 |
| Wahid Nawabi Chair, President and CEO, Director | Jun 29, 2026 | Option exercise | +57,672 | – | – | 179,905 |
| Wahid Nawabi Chair, President and CEO, Director | Jun 29, 2026 | Tax withholding | −28,265 | $139.00 | $3.93M | 151,640 |
| Melissa Ann Brown EVP, Chief Legal Officer | Jun 29, 2026 | Tax withholding | −3,590 | $139.00 | $499.01K | 25,154 |
| Melissa Ann Brown EVP, Chief Legal Officer | Jun 29, 2026 | Option exercise | +9,175 | – | – | 28,744 |
| Trace E. Stevenson President, Autonomous Systems | Jun 29, 2026 | Option exercise | +4,765 | – | – | 9,672 |
| Trace E. Stevenson President, Autonomous Systems | Jun 29, 2026 | Tax withholding | −1,710 | $139.00 | $237.69K | 7,962 |
| Sean Thomas Woodward CFO | Jun 29, 2026 | Tax withholding | −855 | $139.00 | $118.85K | 3,898 |
| Sean Thomas Woodward CFO | Jun 29, 2026 | Option exercise | +2,382 | – | – | 4,753 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Jun 29, 2026 | Tax withholding | −855 | $139.00 | $118.85K | 8,028 |
| Brian Charles Shackley SVP, Chief Accounting Officer | Jun 29, 2026 | Option exercise | +2,382 | – | – | 8,883 |
| Stephen F. Page Director | Jun 15, 2026 | Sale(10b5-1 plan) | −250 | $174.41 | $43.60K | 49,001 |
| Stephen F. Page Director | May 15, 2026 | Sale(10b5-1 plan) | −250 | $162.31 | $40.58K | 49,251 |
| Stephen F. Page Director | Apr 15, 2026 | Sale(10b5-1 plan) | −250 | $197.29 | $49.32K | 49,501 |
| Robert Fendlay Smith Chief Operating Officer | Apr 13, 2026 | Award | +1,800 | $194.39 | $349.90K | 1,800 |
| Brian Charles Shackley Chief Accounting Officer | Mar 16, 2026 | Award | +707 | – | – | 6,501 |
| Stephen F. Page Director | Mar 16, 2026 | Sale(10b5-1 plan) | −250 | $212.52 | $53.13K | 49,751 |
| Brian Charles Shackley Chief Accounting Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −200 | $212.52 | $42.50K | 5,794 |
| Kevin Patrick McDonnell CFO | Mar 10, 2026 | Sale(10b5-1 plan) | −396 | $224.55 | $88.92K | 16,026 |
| Stephen F. Page Director | Mar 2, 2026 | Sale(10b5-1 plan) | −250 | $300.00 | $75.00K | 50,001 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| F. Page Living Trust U/A Dtd 02/18/2009 Stephen Director | Oct 15, 2026 | 750 | $90.45K | Oct 15, 2026 | Restricted Stock Units |
| Shackley Brian Officer | Aug 14, 2026 | 205 | $38.83K | Aug 14, 2026 | Restricted Stock Units |
| Shackley Brian Officer | Jul 15, 2026 | 400 | $57.39K | Jul 15, 2026 | Restricted Stock Units |
| F. Page Living Trust U/A Dtd 02/18/2009 Stephen Director | Jul 15, 2026 | 748 | $107.32K | Jul 15, 2026 | Restricted Stock Units |
| Patrick McDonnell Kevin Officer | Jul 6, 2026 | 1,500 | $286.34K | Jul 6, 2026 | Transfer |
| F. Page Living Trust U/A Dtd 02/18/2009 Stephen Director | Apr 15, 2026 | 750 | $145.89K | Apr 15, 2026 | Restricted Stock Units |
| F. Page Living Trust U/A Dtd 02/18/2009 Stephen Director | Jan 15, 2026 | 3,000 | $1.15M | Jan 15, 2026 | Restricted Stock Units |
| Patrick McDonnell Kevin Officer | Jan 12, 2026 | 2,274 | $829.99K | Jan 12, 2026 | Transfer |
| Shackley Brian Officer | Dec 30, 2025 | 400 | $99.66K | Dec 30, 2025 | Restricted Stock Units |
| P. McDonnell Kevin Officer | Oct 10, 2025 | 2,022 | $805.34K | Oct 10, 2025 | Transfer |
| Trace E. Stevenson Officer | Oct 6, 2025 | 1,717 | $654.18K | Oct 6, 2025 | Grant |
| Nawabi Wahid Officer | Jul 16, 2025 | 17,300 | $4.55M | Jul 16, 2025 | Restricted stock vesting under a registered plan |
| Nawabi Wahid Officer, Director | Mar 24, 2025 | 29,366 | $3.76M | Mar 24, 2025 | Exercise of options under a registered plan |
| P. McDonnell Kevin Officer | Oct 1, 2024 | 1,782 | $357.74K | Oct 1, 2024 | RSA Vesting Net of Taxes |
| Nawabi Wahid Officer, Director | Jul 5, 2024 | 9,867 | $1.67M | Jul 5, 2024 | Stock Option Exercise |