BBAINYSEServices-Prepackaged SoftwareFiscal year ends December 31Also trades as BBAI.WT
BigBear.ai Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$2.12−0.04 (-1.85%)
Close on Oct 19, 2026
- Market cap
- $1.02B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
188M
Shares held, 13F filers
Institutional holders
327
56 new, 49 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $661.89K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 39,228,105 | 8.20% | 13G (passive) amendment | Jun 30, 2026 |
| Michael R. Greene | 27,944,089 | 9.70% | 13D (active) amendment | Mar 25, 2025 |
| Vanguard Capital Management | 24,814,539 | 5.18% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BBAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 40,571,630 | – | $148.90M | +4,617,576 | 0.00% |
| Vanguard Capital Management LLC | 21,201,689 | – | $77.81M | +1,944,133 | 0.00% |
| Geode Capital Management, LLC | 12,396,241 | – | $45.50M | +1,802,219 | 0.00% |
| State Street Corp | 12,186,162 | – | $44.72M | +1,683,488 | 0.00% |
| Vanguard Portfolio Management LLC | 10,774,316 | – | $39.54M | +820,579 | 0.00% |
| UBS Group AG | 9,691,775 | – | $35.57M | −469,469 | 0.00% |
| Van Eck Associates Corp | 8,178,320 | – | $30.01M | −1,305,704 | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,779,715 | – | $21.21M | −499,480 | 0.03% |
| Citadel Advisors LLC | 5,379,946 | – | $19.74M | −1,944,270 | 0.00% |
| Northern Trust Corp | 4,331,092 | – | $15.90M | +622,618 | 0.00% |
| Charles Schwab Investment Management Inc | 4,025,620 | – | $14.77M | +416,342 | 0.00% |
| Goldman Sachs Group Inc | 3,514,896 | – | $12.90M | −379,735 | 0.00% |
| Vanguard Fiduciary Trust Co | 3,245,786 | – | $11.91M | +374,130 | 0.00% |
| Captrust Financial Advisors | 2,525,722 | – | $9.27M | +570,167 | 0.01% |
| Morgan Stanley | 2,394,175 | – | $8.79M | +522,799 | 0.00% |
| First Trust Advisors LP | 2,167,259 | – | $7.95M | −251,983 | 0.00% |
| National Bank Of Canada /Fi/ | 2,148,780 | – | $7.89M | +1,128,400 | 0.01% |
| Susquehanna International Group, Llp | 2,115,759 | – | $7.76M | +346,324 | 0.00% |
| Graham Capital Management, L.P. | 1,627,317 | – | $5.97M | −100 | 0.11% |
| Bank of New York Mellon Corp | 1,428,503 | – | $5.24M | +164,097 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 327 | 188M | 56 / 130 | 89 / 49 | 25M | 22M |
| Q1 2026 | 325 | 186M | 54 / 116 | 94 / 78 | 49M | 27M |
| Q4 2025 | 357 | 196M | 96 / 153 | 58 / 49 | 71M | 20M |
| Q3 2025 | 316 | 146M | 93 / 114 | 64 / 42 | 44M | 25M |
| Q2 2025 | 268 | 127M | 74 / 124 | 35 / 32 | 77M | 37M |
| Q1 2025 | 228 | 86M | 104 / 75 | 33 / 17 | 23M | 40M |
| Q4 2024 | 142 | 104M | 59 / 43 | 22 / 12 | 81M | 1M |
| Q3 2024 | 97 | 24M | 17 / 29 | 27 / 12 | 13M | 3M |
| Q2 2024 | 93 | 21M | 17 / 43 | 17 / 21 | 8M | 4M |
| Q1 2024 | 98 | 17M | 40 / 30 | 20 / 13 | 6M | 2M |
| Q4 2023 | 71 | 13M | 11 / 27 | 18 / 13 | 2M | 2M |
| Q3 2023 | 73 | 12M | 17 / 28 | 17 / 7 | 4M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BBAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 15,235,467 | – | $55.91M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 12,552,509 | – | $46.07M | 0.06% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 7,321,426 | – | $36.90M | 0.02% | May 31, 2026 |
| Global X Defense Tech ETF | 5,897,369 | – | $29.72M | 0.37% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 5,499,451 | – | $20.18M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 5,345,925 | – | $14.92M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 3,495,580 | – | $12.83M | 0.09% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,262,846 | – | $11.40M | 0.03% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 2,228,839 | – | $11.23M | 0.06% | May 31, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 2,166,285 | – | $7.95M | 1.09% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 2,088,603 | – | $10.53M | 0.05% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 1,183,714 | – | $3.30M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,135,793 | – | $4.17M | 0.03% | Jun 30, 2026 |
| Fidelity MSCI Information Technology Index ETF | 951,888 | – | $2.66M | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 914,174 | – | $3.36M | 0.06% | 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 | Latest filing |
|---|---|---|---|
| Kevin McAleenan | Chief Executive Officer, Director | 1,406,985 | Sep 30, 2026 |
| Amanda Long | Chief Executive Officer, Director | 2,445,449 | Jan 6, 2025 |
| Sean Raymond Ricker | Chief Financial Officer | 585,902 | Sep 30, 2026 |
| Carolyn Blankenship | General Counsel and Secretary | 762,506 | Sep 30, 2026 |
| Julie Peffer | Chief Financial Officer | 672,501 | May 28, 2025 |
| Sean Alexander Gainey | Director | 32,776 | Aug 17, 2026 |
| Ae Industrial Partners Fund Ii-A, Lp | Director | 299,506 | Jun 15, 2026 |
| Peter Anthony Cannito Jr | Director | 479,168 | Jun 15, 2026 |
| Dorothy D. Hayes | Director | 240,220 | Jun 15, 2026 |
| Ae Industrial Partners Fund Ii Gp, Lp | Director | 81,135,236 | Jun 15, 2026 |
| BBAI Ultimate Holdings, LLC | Director | 46,277,540 | Jun 15, 2026 |
| Pamela Joyce Braden | Director | 544,757 | Jun 15, 2026 |
| Sean Bernard Battle | Director | 206,819 | Jun 15, 2026 |
| Paul E. Fulchino | Director | 440,830 | Jun 15, 2026 |
| Pangiam Ultimate Holdings, Llc | Director | 197,614 | Jun 15, 2026 |
| Anthony Evangelista | Director | 51,162 | Jun 15, 2026 |
| Michael Robert Greene | Director | 118,781,285 | Jun 15, 2026 |
| Ae Industrial Partners Fund Ii-B, Lp | Director | 35,164,399 | Jun 15, 2026 |
| David H. Rowe | Director | 27,633,166 | Jun 15, 2026 |
| Aeroequity Gp, Llc | Director | 40,479,406 | Jun 15, 2026 |
| Ae Industrial Partners Fund Ii, Lp | Director | 54,516,923 | Jun 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean Raymond Ricker Chief Financial Officer | Sep 30, 2026 | Tax withholding | −6,991 | $2.65 | $18.53K | 585,902 |
| Kevin McAleenan Chief Executive Officer, Director | Sep 30, 2026 | Tax withholding | −21,523 | $2.65 | $57.04K | 1,406,985 |
| Carolyn Blankenship General Counsel and Secretary | Sep 30, 2026 | Tax withholding | −9,020 | $2.65 | $23.90K | 762,506 |
| Sean Alexander Gainey Director | Aug 13, 2026 | Award | +32,776 | – | – | 32,776 |
| Sean Raymond Ricker Chief Financial Officer | Jun 30, 2026 | Tax withholding | −10,069 | $3.60 | $36.25K | 592,893 |
| Kevin McAleenan Chief Executive Officer, Director | Jun 30, 2026 | Tax withholding | −23,562 | $3.60 | $84.82K | 1,428,508 |
| Carolyn Blankenship General Counsel and Secretary | Jun 30, 2026 | Tax withholding | −9,019 | $3.60 | $32.47K | 771,526 |
| Anthony Evangelista Director | Jun 14, 2026 | Award | +36,070 | – | – | 51,162 |
| Ae Industrial Partners Fund Ii-A, Lp Director | Jun 14, 2026 | Award | +36,070 | – | – | 299,506 |
| Paul E. Fulchino Director | Jun 14, 2026 | Award | +36,070 | – | – | 440,830 |
| Dorothy D. Hayes Director | Jun 14, 2026 | Award | +36,070 | – | – | 240,220 |
| Peter Anthony Cannito Jr Director | Jun 14, 2026 | Award | +36,070 | – | – | 479,168 |
| Pamela Joyce Braden Director | Jun 14, 2026 | Award | +36,070 | – | – | 544,757 |
| Sean Bernard Battle Director | Jun 14, 2026 | Award | +36,070 | – | – | 206,819 |
| Sean Raymond Ricker Chief Financial Officer | Jun 6, 2026 | Tax withholding | −9,759 | $4.20 | $40.99K | 602,962 |
| Sean Raymond Ricker Chief Financial Officer | May 22, 2026 | Sale | −10,000 | $4.33 | $43.30K | 609,256 |
| Dorothy D. Hayes Director | May 8, 2026 | Sale | −15,000 | $4.11 | $61.65K | 204,150 |
| Kevin McAleenan Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −39,424 | $3.52 | $138.77K | 1,452,070 |
| Sean Raymond Ricker Chief Financial Officer | Apr 1, 2026 | Tax withholding | −10,665 | $3.52 | $37.54K | 619,256 |
| Carolyn Blankenship General Counsel and Secretary | Apr 1, 2026 | Tax withholding | −13,649 | $3.52 | $48.04K | 777,993 |
| Kevin McAleenan Chief Executive Officer, Director | Mar 31, 2026 | Tax withholding | −22,392 | $3.04 | $68.07K | 1,491,494 |
| Sean Raymond Ricker Chief Financial Officer | Mar 31, 2026 | Tax withholding | −4,324 | $3.04 | $13.14K | 629,921 |
| Carolyn Blankenship General Counsel and Secretary | Mar 31, 2026 | Tax withholding | −5,606 | $3.04 | $17.04K | 791,642 |
| Carolyn Blankenship General Counsel and Secretary | Mar 26, 2026 | Award | +125,923 | – | – | 797,248 |
| Sean Raymond Ricker Chief Financial Officer | Mar 26, 2026 | Award | +122,107 | – | – | 634,245 |
| Kevin McAleenan Chief Executive Officer, Director | Mar 26, 2026 | Award | +290,730 | – | – | 1,513,886 |
| Pamela Joyce Braden Director | Mar 16, 2026 | Sale | −80,000 | $4.00 | $320.00K | 508,687 |
| Dorothy D. Hayes Director | Mar 6, 2026 | Sale | −17,000 | $3.98 | $67.66K | 219,150 |
| Kevin McAleenan Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −46,449 | $3.96 | $183.94K | 1,223,156 |
| Kevin McAleenan Chief Executive Officer, Director | Mar 2, 2026 | Award | +104,311 | – | – | 1,269,605 |
| Carolyn Blankenship General Counsel and Secretary | Mar 2, 2026 | Tax withholding | −15,075 | $3.96 | $59.70K | 671,325 |
| Carolyn Blankenship General Counsel and Secretary | Mar 2, 2026 | Award | +36,143 | – | – | 686,400 |
| Sean Raymond Ricker Chief Financial Officer | Mar 2, 2026 | Tax withholding | −18,725 | $3.96 | $74.15K | 512,138 |
| Sean Raymond Ricker Chief Financial Officer | Mar 2, 2026 | Award | +49,999 | – | – | 530,863 |
| Kevin McAleenan Chief Executive Officer, Director | Jan 15, 2026 | Tax withholding | −48,691 | $6.26 | $304.81K | 1,165,294 |
| Carolyn Blankenship General Counsel and Secretary | Dec 31, 2025 | Tax withholding | −5,945 | $5.50 | $32.70K | 650,257 |
| Sean Raymond Ricker Chief Financial Officer | Dec 31, 2025 | Tax withholding | −6,625 | $5.50 | $36.44K | 480,864 |
| Kevin McAleenan Chief Executive Officer, Director | Dec 31, 2025 | Tax withholding | −4,663 | $5.50 | $25.65K | 1,213,985 |
| Paul E. Fulchino Director | Dec 19, 2025 | Award | +18,650 | – | – | 404,760 |
| Sean Raymond Ricker Chief Financial Officer | Dec 7, 2025 | Tax withholding | −1,227 | $6.82 | $8.37K | 487,489 |
| Sean Raymond Ricker Chief Financial Officer | Dec 4, 2025 | Sale | −5,000 | $7.06 | $35.30K | 488,716 |
| Dorothy D. Hayes Director | Nov 18, 2025 | Sale | −22,000 | $6.09 | $133.98K | 236,150 |
| Sean Raymond Ricker Chief Financial Officer | Oct 14, 2025 | Award | +200,000 | – | – | 489,720 |
| Carolyn Blankenship General Counsel and Secretary | Sep 30, 2025 | Tax withholding | −5,945 | $6.46 | $38.40K | 652,980 |
| Kevin McAleenan Chief Executive Officer, Director | Sep 30, 2025 | Tax withholding | −3,132 | $6.46 | $20.23K | 1,218,648 |
| Sean Raymond Ricker Chief Financial Officer | Sep 30, 2025 | Tax withholding | −6,625 | $6.46 | $42.80K | 289,720 |
| Sean Raymond Ricker Chief Financial Officer | Aug 27, 2025 | Sale | −11,978 | $5.35 | $64.08K | 296,345 |
| Sean Raymond Ricker Chief Financial Officer | Aug 26, 2025 | Sale | −2 | $5.40 | $11 | 308,323 |
| Dorothy D. Hayes Director | Aug 14, 2025 | Sale | −30,000 | $5.83 | $174.90K | 258,150 |
| Anthony Evangelista Director | Aug 12, 2025 | Award | +15,092 | – | – | 15,092 |
| Carolyn Blankenship General Counsel and Secretary | Jun 30, 2025 | Tax withholding | −5,945 | $5.84 | $34.72K | 658,925 |
| Kevin McAleenan Chief Executive Officer, Director | Jun 30, 2025 | Tax withholding | −3,113 | $5.84 | $18.18K | 1,221,780 |
| Sean Raymond Ricker Chief Financial Officer | Jun 30, 2025 | Tax withholding | −6,524 | $5.84 | $38.10K | 308,325 |
| Sean Raymond Ricker Chief Financial Officer | Jun 6, 2025 | Award | +39,788 | – | – | 314,849 |
| Peter Anthony Cannito Jr Director | Jun 2, 2025 | Award | +32,911 | – | – | 443,098 |
| Pamela Joyce Braden Director | Jun 2, 2025 | Award | +32,911 | – | – | 588,687 |
| Paul E. Fulchino Director | Jun 2, 2025 | Award | +32,911 | – | – | 386,110 |
| Dorothy D. Hayes Director | Jun 2, 2025 | Award | +32,911 | – | – | 288,150 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Jun 2, 2025 | Award | +65,822 | – | – | 263,436 |
| Sean Bernard Battle Director | Jun 2, 2025 | Award | +32,911 | – | – | 170,749 |
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 |
|---|---|---|---|---|---|
| Ricker Sean Officer | May 22, 2026 | 10,000 | $43.30K | May 22, 2026 | Performance Shares |
| Hayes Dorothy Director | May 8, 2026 | 15,000 | $61.58K | May 8, 2026 | Restricted stock vesting under a registered plan |
| Pamela Joyce Braden Director | Mar 12, 2026 | 80,000 | $328.80K | Mar 12, 2026 | Restricted Stock Unit |
| Hayes Dorothy Director | Mar 6, 2026 | 17,000 | $67.66K | Mar 6, 2026 | Restricted stock vesting under a registered plan |
| Pamela Joyce Braden Director | Dec 16, 2025 | 50,000 | $291.00K | Dec 16, 2025 | Open Market Purchase |
| Ricker Sean Officer | Dec 4, 2025 | 5,000 | $35.30K | Dec 4, 2025 | Restricted Stock |
| Hayes Dorothy Director | Nov 18, 2025 | 22,000 | $133.87K | Nov 18, 2025 | Restricted stock vesting under a registered plan |
| Ricker Sean Officer | Aug 27, 2025 | 11,978 | $64.08K | Aug 27, 2025 | Employee Stock Purchase Plan |
| Hayes Dorothy Director | Aug 14, 2025 | 30,000 | $174.92K | Aug 14, 2025 | Restricted stock vesting under a registered plan |
| Peffer Julie Officer | May 27, 2025 | 50,000 | $220.17K | May 27, 2025 | Performance Shares |
| Hayes Dorothy Director | May 15, 2025 | 26,000 | $93.62K | May 15, 2025 | Restricted stock vesting under a registered plan |
| Julie Peffer Officer | May 12, 2025 | 45,924 | $159.85K | May 12, 2025 | PERFORMANCE SHARES |
| Sean Raymond Ricker Officer | May 7, 2025 | 14,063 | $42.87K | May 7, 2025 | PERFORMANCE SHARES |
| Julie Peffer Officer | May 6, 2025 | 35,000 | $117.55K | May 6, 2025 | PERFORMANCE SHARES |
| Sean Raymond Ricker Officer | May 6, 2025 | 9,515 | $29.70K | May 6, 2025 | PERFORMANCE SHARES |