BKSYNYSERadio & Tv Broadcasting & Communications EquipmentFiscal year ends December 31
BlackSky Technology Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$17.13−0.19 (-1.10%)
Close on Oct 19, 2026
- Market cap
- $658.20M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.6%
30M of 41M shares
Institutional holders
227
75 new, 26 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $5.15M
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 |
|---|---|---|---|---|
| Daniel Mack | 2,450,000 | 8.56% | 13G (passive) | Sep 30, 2024 |
| Ajay Royan | 2,328,503 | 6.60% | 13D (active) amendment | Aug 7, 2025 |
| BlackRock, Inc. | 2,287,439 | 6.50% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BKSY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,094,695 | 7.56% | $86.40M | +553,148 | 0.00% |
| Tema Etfs LLC | 1,446,724 | 3.54% | $40.39M | +1,445,416 | 1.31% |
| Toroso Investments, LLC | 1,407,186 | 3.44% | $39.29M | New | 0.07% |
| Vanguard Capital Management LLC | 1,387,004 | 3.39% | $38.73M | +47,837 | 0.00% |
| AWM Investment Company, Inc. | 1,200,000 | 2.93% | $33.50M | −525,610 | 2.91% |
| Driehaus Capital Management LLC | 1,033,578 | 2.53% | $28.86M | New | 0.17% |
| Van Eck Associates Corp | 1,024,892 | 2.50% | $28.61M | +363,787 | 0.02% |
| State Street Corp | 957,575 | 2.34% | $26.74M | −70,730 | 0.00% |
| Morgan Stanley | 941,872 | 2.30% | $26.30M | +581,011 | 0.00% |
| Cercano Management LLC | 932,982 | 2.28% | $26.05M | −310,994 | 3.47% |
| Millennium Management LLC | 914,009 | 2.23% | $25.52M | +369,333 | 0.01% |
| Jane Street Group, LLC | 836,870 | 2.04% | $23.37M | +426,774 | 0.00% |
| Geode Capital Management, LLC | 817,241 | 2.00% | $22.82M | +72,526 | 0.00% |
| Bank Of America Corp /De/ | 730,140 | 1.78% | $20.39M | +317,249 | 0.00% |
| Bank of New York Mellon Corp | 657,613 | 1.61% | $18.36M | −1,260,471 | 0.00% |
| Raymond James Financial Inc | 627,886 | 1.53% | $17.53M | +286,793 | 0.00% |
| Daiwa Securities Group Inc. | 534,196 | 1.31% | $14.91M | −340,193 | 0.03% |
| Hrt Financial LP | 523,114 | 1.28% | $14.61K | +356,839 | 0.00% |
| Citadel Advisors LLC | 471,756 | 1.15% | $13.17M | New | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 418,093 | 1.02% | $11.67M | −1,764 | 0.01% |
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 | 227 | 30M | 73.6% | 75 / 77 | 46 / 26 | 12M | 4M |
| Q1 2026 | 182 | 22M | 55.0% | 50 / 60 | 39 / 26 | 6M | 2M |
| Q4 2025 | 163 | 21M | 50.6% | 41 / 54 | 42 / 25 | 5M | 5M |
| Q3 2025 | 150 | 20M | 50.0% | 38 / 55 | 33 / 15 | 6M | 2M |
| Q2 2025 | 127 | 17M | 42.2% | 32 / 41 | 32 / 11 | 5M | 3M |
| Q1 2025 | 106 | 16M | 38.1% | 28 / 34 | 25 / 12 | 5M | 3M |
| Q4 2024 | 91 | 14M | 35.2% | 31 / 37 | 10 / 13 | 5M | 4M |
| Q3 2024 | 73 | 14M | 34.5% | 73 / 0 | 0 / 0 | 14M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BKSY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Tema Space Innovators ETF | 2,120,595 | 5.18% | $102.79M | 3.95% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 992,423 | 2.42% | $27.71M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 875,543 | 2.14% | $24.45M | 0.03% | Jun 30, 2026 |
| Global X Defense Tech ETF | 399,934 | 0.98% | $19.38M | 0.24% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 366,456 | 0.90% | $8.45M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 363,405 | 0.89% | $10.15M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 307,237 | 0.75% | $8.58M | 0.06% | Jun 30, 2026 |
| Invesco Aerospace & Defense ETF | 278,282 | 0.68% | $6.41M | 0.08% | Jul 31, 2026 |
| Wasatch Micro Cap Fund | 240,096 | 0.59% | $6.70M | 0.99% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 222,959 | 0.54% | $6.23M | 0.22% | Jun 30, 2026 |
| iShares Defense Industrials Active ETF | 221,830 | 0.54% | $5.11M | 0.12% | Jul 31, 2026 |
| Defiance Drone and Modern Warfare ETF | 164,575 | 0.40% | $4.59M | 3.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 163,512 | 0.40% | $7.93M | 0.05% | May 31, 2026 |
| Driehaus Micro Cap Growth Fund | 162,748 | 0.40% | $4.54M | 0.76% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 158,626 | 0.39% | $7.69M | 0.02% | May 31, 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 |
|---|---|---|---|---|
| Brian E. O'Toole | CEO and President, Director | 1,043,396 | 2.55% | Sep 22, 2026 |
| Henry Edward Dubois | Chief Financial Officer | 478,931 | 1.17% | Sep 22, 2026 |
| Christiana L. Lin | General Counsel & CAO | 421,680 | 1.03% | Sep 22, 2026 |
| Tracy Ward | SVP & Controller | 42,923 | 0.10% | Mar 12, 2026 |
| James R. Tolonen | Director | 85,851 | 0.21% | Sep 14, 2026 |
| Timothy M. Harvey | Director | 64,722 | 0.16% | Sep 14, 2026 |
| David DiDomenico | Director | 212,295 | 0.52% | Sep 14, 2026 |
| Magid M. Abraham | Director | 72,930 | 0.18% | Sep 14, 2026 |
| William D. Porteous | Director | 807,204 | 1.97% | Sep 14, 2026 |
| Susan M. Gordon | Director | 84,557 | 0.21% | Sep 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian E. O'Toole CEO and President, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −20,000 | $22.88 | $457.60K | 1,043,396 |
| Christiana L. Lin General Counsel & CAO | Sep 21, 2026 | Sale(10b5-1 plan) | −6,000 | $23.10 | $138.60K | 421,680 |
| Henry Edward Dubois Chief Financial Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −4,000 | $22.97 | $91.88K | 478,931 |
| Henry Edward Dubois Chief Financial Officer | Sep 11, 2026 | Sale | −15,225 | $20.95 | $318.96K | 482,931 |
| William D. Porteous Director | Sep 11, 2026 | Award | +8,733 | – | – | 87,323 |
| Magid M. Abraham Director | Sep 11, 2026 | Award | +7,278 | – | – | 72,930 |
| David DiDomenico Director | Sep 11, 2026 | Award | +7,278 | – | – | 180,568 |
| Susan M. Gordon Director | Sep 11, 2026 | Award | +7,278 | – | – | 84,557 |
| Timothy M. Harvey Director | Sep 11, 2026 | Award | +7,278 | – | – | 64,722 |
| Christiana L. Lin General Counsel & CAO | Sep 11, 2026 | Sale | −13,052 | $20.95 | $273.44K | 427,680 |
| Brian E. O'Toole CEO and President, Director | Sep 11, 2026 | Sale | −56,280 | $20.95 | $1.18M | 1,063,396 |
| James R. Tolonen Director | Sep 11, 2026 | Award | +8,005 | – | – | 85,851 |
| Brian E. O'Toole CEO and President, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −20,000 | $21.83 | $436.60K | 1,119,676 |
| Henry Edward Dubois Chief Financial Officer | Aug 28, 2026 | Sale(10b5-1 plan) | −4,000 | $23.78 | $95.12K | 498,156 |
| James R. Tolonen Director | Jun 30, 2026 | Award | +805 | – | – | 77,846 |
| William D. Porteous Director | Jun 30, 2026 | Award | +805 | – | – | 78,590 |
| Magid M. Abraham Director | Jun 30, 2026 | Award | +805 | – | – | 65,652 |
| Susan M. Gordon Director | Jun 30, 2026 | Award | +805 | – | – | 77,279 |
| Brian E. O'Toole CEO and President, Director | Jun 10, 2026 | Sale | −15,512 | $34.10 | $528.96K | 1,139,676 |
| Henry Edward Dubois Chief Financial Officer | Jun 10, 2026 | Sale | −14,749 | $34.10 | $502.94K | 502,156 |
| Christiana L. Lin General Counsel & CAO | Jun 10, 2026 | Sale | −12,001 | $34.10 | $409.23K | 440,732 |
| Susan M. Gordon Director | Mar 31, 2026 | Award | +894 | – | – | 76,474 |
| James R. Tolonen Director | Mar 31, 2026 | Award | +894 | – | – | 77,041 |
| William D. Porteous Director | Mar 31, 2026 | Award | +894 | – | – | 77,785 |
| Magid M. Abraham Director | Mar 31, 2026 | Award | +894 | – | – | 64,847 |
| Brian E. O'Toole CEO and President, Director | Mar 11, 2026 | Tax withholding | −24,999 | $24.00 | $599.98K | 963,522 |
| Christiana L. Lin General Counsel & CAO | Mar 11, 2026 | Tax withholding | −13,741 | $24.00 | $329.78K | 379,817 |
| Henry Edward Dubois Chief Financial Officer | Mar 11, 2026 | Tax withholding | −23,551 | $24.00 | $565.22K | 439,822 |
| Tracy Ward SVP & Controller | Mar 11, 2026 | Tax withholding | −803 | $24.00 | $19.27K | 42,923 |
| Brian E. O'Toole CEO and President, Director | Mar 10, 2026 | Award | +191,666 | – | – | 1,155,188 |
| Christiana L. Lin General Counsel & CAO | Mar 10, 2026 | Award | +72,916 | – | – | 452,733 |
| Henry Edward Dubois Chief Financial Officer | Mar 10, 2026 | Award | +77,083 | – | – | 516,905 |
| Magid M. Abraham Director | Dec 31, 2025 | Award | +1,200 | – | – | 63,953 |
| William D. Porteous Director | Dec 31, 2025 | Award | +1,200 | – | – | 76,891 |
| James R. Tolonen Director | Dec 31, 2025 | Award | +1,200 | – | – | 76,147 |
| Susan M. Gordon Director | Dec 31, 2025 | Award | +1,200 | – | – | 75,580 |
| Brian E. O'Toole CEO and President, Director | Dec 12, 2025 | Sale | −13,416 | $19.27 | $258.53K | 988,521 |
| Tracy Ward SVP & Controller | Dec 12, 2025 | Sale | −700 | $19.27 | $13.49K | 43,726 |
| Henry Edward Dubois Chief Financial Officer | Dec 12, 2025 | Sale | −12,912 | $19.27 | $248.81K | 463,373 |
| Christiana L. Lin General Counsel & CAO | Dec 12, 2025 | Sale | −10,388 | $19.27 | $200.18K | 393,558 |
| James R. Tolonen Director | Dec 10, 2025 | Award | +750 | – | – | 74,947 |
| William D. Porteous Director | Dec 10, 2025 | Award | +1,500 | – | – | 75,691 |
| William D. Porteous Director | Sep 30, 2025 | Award | +1,116 | – | – | 74,191 |
| Susan M. Gordon Director | Sep 30, 2025 | Award | +1,116 | – | – | 74,380 |
| James R. Tolonen Director | Sep 30, 2025 | Award | +1,116 | – | – | 74,197 |
| Magid M. Abraham Director | Sep 30, 2025 | Award | +1,116 | – | – | 62,753 |
| Brian E. O'Toole CEO and President, Director | Sep 15, 2025 | Award | +250,000 | – | – | 1,001,937 |
| Brian E. O'Toole CEO and President, Director | Sep 15, 2025 | Award | +250,000 | – | – | 1,000,164 |
| Christiana L. Lin General Counsel & CAO | Sep 12, 2025 | Sale | −22,742 | $17.45 | $396.85K | 403,946 |
| Tracy Ward SVP & Controller | Sep 12, 2025 | Sale | −681 | $17.45 | $11.88K | 44,426 |
| Brian E. O'Toole CEO and President, Director | Sep 12, 2025 | Sale | −31,519 | $17.45 | $550.01K | 751,937 |
| Henry Edward Dubois Chief Financial Officer | Sep 12, 2025 | Sale | −29,943 | $17.45 | $522.51K | 476,285 |
| David DiDomenico Director | Sep 11, 2025 | Award | +8,625 | – | – | 173,290 |
| Timothy M. Harvey Director | Sep 11, 2025 | Award | +8,625 | – | – | 57,444 |
| Susan M. Gordon Director | Sep 11, 2025 | Award | +8,625 | – | – | 73,264 |
| James R. Tolonen Director | Sep 11, 2025 | Award | +8,625 | – | – | 73,081 |
| Magid M. Abraham Director | Sep 11, 2025 | Award | +8,625 | – | – | 61,637 |
| William D. Porteous Director | Sep 11, 2025 | Award | +8,625 | – | – | 73,075 |
| Christiana L. Lin General Counsel & CAO | Sep 10, 2025 | Sale | −24,036 | $17.45 | $419.43K | 402,652 |
| Tracy Ward SVP & Controller | Sep 10, 2025 | Sale | −720 | $17.45 | $12.56K | 44,387 |
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 |
|---|---|---|---|---|---|
| Lin Christiana Officer | Sep 21, 2026 | 18,000 | $390.06K | Sep 21, 2026 | Restricted Stock Units |
| Lin Christiana Officer | Sep 10, 2026 | 13,101 | $271.85K | Sep 11, 2026 | Restricted Share Units Vesting - See Remarks. |
| Dubois Henry Officer | Sep 10, 2026 | 15,284 | $317.74K | Sep 11, 2026 | Restricted Share Units Vesting - See Remarks. |
| O'Toole Brian officer | Sep 10, 2026 | 56,497 | $1.17M | Sep 11, 2026 | Restricted Share Units Vesting - See Remarks. |
| Brian E. O'Toole Officer | Sep 9, 2026 | 80,000 | $1.76M | Sep 9, 2026 | RSU's acquired between 9/9/2021 and 3/14/2022 |
| Edward Dubois Henry Officer | Aug 28, 2026 | 16,000 | $391.04K | Aug 28, 2026 | Compensation |
| Christiana L. Lin Officer | Jun 11, 2026 | 12,001 | $409.23K | Jun 11, 2026 | Restricted Stock Units |
| Henry Edward Dubois Officer | Jun 11, 2026 | 14,749 | $502.94K | Jun 11, 2026 | Restricted Stock Units |
| Brian E. O'Toole Officer, Director | Jun 11, 2026 | 15,512 | $528.96K | Jun 11, 2026 | Restricted Stock Units |
| Lin Christiana Officer | Dec 11, 2025 | 10,388 | $200.18K | Dec 12, 2025 | Restricted Share Units Vesting - See Remarks. |
| Ward Tracy Officer | Dec 11, 2025 | 700 | $13.49K | Dec 12, 2025 | Restricted Share Units Vesting - See Remarks. |
| Dubois Henry Officer | Dec 11, 2025 | 12,912 | $248.81K | Dec 12, 2025 | Restricted Share Units Vesting - See Remarks. |
| O'Toole Brian officer | Dec 11, 2025 | 13,416 | $258.53K | Dec 12, 2025 | Restricted Share Units Vesting - See Remarks. |
| Ward Tracy Officer | Sep 11, 2025 | 720 | $12.56K | Sep 11, 2025 | Restricted Share Units Vesting - See Remarks. |
| O'Toole Brian Officer | Sep 11, 2025 | 33,292 | $580.95K | Sep 11, 2025 | Restricted Share Units Vesting - See Remarks. |