HAWKNYSEServices-Computer Processing & Data PreparationFiscal year ends December 31
HawkEye 360, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$12.10−0.34 (-2.73%)
Close on Oct 19, 2026
- Market cap
- $749.29M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.4%
37M of 98M shares
Institutional holders
101
101 new, 0 sold out
Net institutional buying
37M
In Q2 2026
Insider trades, 12 months
4 buys · 4 sales
Net sold $631.70K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David G. DeWalt | 9,149,414 | 9.30% | 13G (passive) | Jun 30, 2026 |
| GIC Private Limited | 6,680,326 | 7.10% | 13G (passive) | May 8, 2026 |
| Insight Holdings Group, LLC | 14,163,523 | 14.50% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HAWK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 9,068,074 | 9.26% | $183.36M | New | 13.94% |
| FMR LLC | 2,625,250 | 2.68% | $53.08M | New | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 2,622,991 | 2.68% | $53.04M | New | 0.07% |
| Point72 Asset Management, L.P. | 2,288,661 | 2.34% | $46.28M | New | 0.05% |
| Longaeva Partners L.P. | 1,601,346 | 1.63% | $32.38M | New | 0.71% |
| Alliancebernstein L.P. | 1,242,112 | 1.27% | $25.12M | New | 0.01% |
| Price T Rowe Associates Inc /Md/ | 1,191,282 | 1.22% | $24.09K | New | 0.00% |
| Capital International Investors | 790,916 | 0.81% | $15.99M | New | 0.00% |
| Jupiter Topco LLC | 764,623 | 0.78% | $15.46M | New | 0.01% |
| Principal Financial Group Inc | 734,163 | 0.75% | $14.84M | New | 0.01% |
| Invesco Ltd. | 720,876 | 0.74% | $14.58M | New | 0.00% |
| Lbp Am SA | 707,179 | 0.72% | $14.30M | New | 0.14% |
| Capital Research Global Investors | 700,000 | 0.71% | $14.15M | New | 0.00% |
| Bamco Inc /Ny/ | 694,909 | 0.71% | $14.05M | New | 0.02% |
| Massachusetts Financial Services Co /Ma/ | 668,311 | 0.68% | $13.51M | New | 0.00% |
| Citadel Advisors LLC | 641,395 | 0.65% | $12.97M | New | 0.00% |
| Vanguard Capital Management LLC | 641,009 | 0.65% | $12.96M | New | 0.00% |
| BlackRock, Inc. | 611,116 | 0.62% | $12.36M | New | 0.00% |
| UBS Group AG | 577,303 | 0.59% | $11.67M | New | 0.00% |
| TimesSquare Capital Management, LLC | 514,010 | 0.52% | $10.39M | New | 152.86% |
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 | 101 | 37M | 37.4% | 101 / 0 | 0 / 0 | 37M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HAWK | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,451,069 | 1.48% | $29.34M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 822,570 | 0.84% | $17.44M | 0.20% | Jul 31, 2026 |
| Invesco Aerospace & Defense ETF | 724,548 | 0.74% | $15.36M | 0.19% | Jul 31, 2026 |
| Janus Henderson Venture Fund | 632,107 | 0.65% | $12.78M | 0.35% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 571,693 | 0.58% | $12.12M | 0.16% | Jul 31, 2026 |
| AB Small Cap Growth Portfolio | 566,491 | 0.58% | $11.45M | 0.37% | Jun 30, 2026 |
| Baron Discovery Fund | 497,438 | 0.51% | $10.06M | 0.55% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 444,714 | 0.45% | $8.99M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Growth K6 Fund | 426,720 | 0.44% | $9.05M | 0.20% | Jul 31, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 400,000 | 0.41% | $8.48M | 0.30% | Jul 31, 2026 |
| MFS New Discovery Fund | 395,435 | 0.40% | $13.05M | 0.61% | May 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 392,749 | 0.40% | $8.33M | 0.18% | Jul 31, 2026 |
| Procure Space ETF | 355,045 | 0.36% | $7.53M | 1.28% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 319,873 | 0.33% | $6.47M | 0.00% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 303,914 | 0.31% | $6.15M | 0.04% | 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 |
|---|---|---|---|---|
| John Sheldon Serafini | President and CEO, Director | 559,517 | 0.57% | May 12, 2026 |
| Craig Chih-Meng Searle | Chief Financial Officer | 209,228 | 0.21% | Sep 17, 2026 |
| Michael S. Turner | Chief Legal Officer | 179,521 | 0.18% | Sep 17, 2026 |
| Janine Virginia Sweeney | Chief Human Resources Officer | 85,453 | 0.09% | May 12, 2026 |
| Charles Christopher Herndon | Chief Information Officer | 41,818 | 0.04% | May 12, 2026 |
| Alex J. Fox | Pres, HawkEye 360 Int'l | 40,000 | 0.04% | May 6, 2026 |
| Todd Probert | Chief Operating Officer | 80,000 | 0.08% | May 6, 2026 |
| Patrick Elie Zeitouni | Chief Strategy Officer | 84,780 | 0.09% | May 6, 2026 |
| Arthur L. Money | Director | 117,043 | 0.12% | Sep 15, 2026 |
| Francis Alphonse Finelli | Director | 50,026 | 0.05% | May 28, 2026 |
| David G. Dewalt | Director, 10% owner | 7,409,377 | 7.56% | May 12, 2026 |
| Mark Spoto | Director | 2,319,211 | 2.37% | May 12, 2026 |
| James A. Winnefeld Jr | Director | 133,052 | 0.14% | May 12, 2026 |
| Jonathan Shames | Director | 35,026 | 0.04% | May 6, 2026 |
| Insight Partners XII (Co-Investors) (B), L.P. | 10% owner | 21,828 | 0.02% | May 12, 2026 |
| Insight Associates XII, L.P. | 10% owner | – | – | May 12, 2026 |
| Insight Associates XII, Ltd. | 10% owner | 5,104 | 0.01% | May 12, 2026 |
| Insight Partners XII (Co-Investors), L.P. | 10% owner | – | – | May 12, 2026 |
| NightDragon Growth I, L.P. | – | 5,957,455 | 6.08% | May 12, 2026 |
| Insight Partners Holdings Focus-H, L.P. | 10% owner | 2,272,723 | 2.32% | May 12, 2026 |
| Insight Partners Warehouse GP, LLC | 10% owner | – | – | May 12, 2026 |
| Insight Partners XII, L.P. | 10% owner | 135,649 | 0.14% | May 12, 2026 |
| Insight Associates (EU) XII, S.a.r.l. | 10% owner | 4,599,523 | 4.70% | May 12, 2026 |
| Insight Partners (Delaware) XII, L.P. | 10% owner | – | – | May 12, 2026 |
| Insight Partners (Cayman) XII, L.P. | 10% owner | – | – | May 12, 2026 |
| Insight Partners (EU) XII, S.C.Sp. | 10% owner | – | – | May 12, 2026 |
| Insight Satellite Co-Invest, L.P. | 10% owner | 2,822,723 | 2.88% | May 12, 2026 |
| Insight Satellite Co-Invest GP, LLC | 10% owner | – | – | May 12, 2026 |
| NightDragon Growth II, L.P. | – | 2,114,806 | 2.16% | May 12, 2026 |
| Insight Venture Management, LLC | 10% owner | – | – | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael S. Turner Chief Legal Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −18,256 | $16.24 | $296.48K | 179,521 |
| Michael S. Turner Chief Legal Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −8,250 | $16.29 | $134.39K | 197,777 |
| Craig Chih-Meng Searle Chief Financial Officer | Sep 15, 2026 | Sale | −9,228 | $16.29 | $150.32K | 209,228 |
| Arthur L. Money Director | Sep 11, 2026 | Option exercise | +50,000 | $0.23 | $11.50K | 104,545 |
| Arthur L. Money Director | Sep 11, 2026 | Sale | −50,000 | $16.41 | $820.50K | 54,545 |
| Arthur L. Money Director | Jun 3, 2026 | Option exercise | +1,000 | $2.93 | $2.93K | 9,545 |
| Arthur L. Money Director | Jun 3, 2026 | Option exercise | +45,000 | $2.31 | $103.95K | 54,545 |
| Arthur L. Money Director | Jun 3, 2026 | Option exercise | +4,000 | $2.78 | $11.12K | 8,545 |
| Francis Alphonse Finelli Director | May 8, 2026 | Buy | +10,000 | $26.00 | $260.00K | 10,000 |
| Francis Alphonse Finelli Director | May 8, 2026 | Buy | +5,000 | $26.00 | $130.00K | 40,026 |
| Charles Christopher Herndon Chief Information Officer | May 8, 2026 | Conversion | +1,818 | – | – | 41,818 |
| Arthur L. Money Director | May 8, 2026 | Returned to company | −1 | – | – | 12,498 |
| Arthur L. Money Director | May 8, 2026 | Option exercise | +40 | – | – | 12,499 |
| Arthur L. Money Director | May 8, 2026 | Returned to company | −1 | – | – | 12,459 |
| Arthur L. Money Director | May 8, 2026 | Option exercise | +123 | – | – | 12,460 |
| Arthur L. Money Director | May 8, 2026 | Conversion | +12,337 | – | – | 12,337 |
| Arthur L. Money Director | May 8, 2026 | Conversion | +4,545 | – | – | 4,545 |
| NightDragon Growth II, L.P. – | May 8, 2026 | Conversion | +2,114,806 | – | – | 2,114,806 |
| Insight Satellite Co-Invest, L.P. 10% owner | May 8, 2026 | Conversion | +2,822,723 | – | – | 2,822,723 |
| Mark Spoto Director | May 8, 2026 | Conversion | +2,279,591 | – | – | 2,319,211 |
| Mark Spoto Director | May 8, 2026 | Conversion | +1,389,294 | – | – | 1,413,578 |
| Mark Spoto Director | May 8, 2026 | Conversion | +789,044 | – | – | 960,042 |
| Mark Spoto Director | May 8, 2026 | Returned to company | −4,671 | – | – | 966,238 |
| Mark Spoto Director | May 8, 2026 | Option exercise | +10,867 | – | – | 970,909 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −127 | – | – | 4,599,523 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +12,433 | – | – | 4,611,956 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −5,344 | – | – | 4,606,612 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Conversion | +252,108 | – | – | 253,892 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +19,220 | – | – | 273,112 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −8 | – | – | 273,104 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +713 | – | – | 273,817 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −307 | – | – | 273,510 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +51,245 | – | – | 751,136 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −20 | – | – | 751,116 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +2,041 | – | – | 753,157 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Returned to company | −878 | – | – | 752,279 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Conversion | +4,240,157 | – | – | 4,271,240 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Option exercise | +328,410 | – | – | 4,599,650 |
| Insight Associates (EU) XII, S.a.r.l. 10% owner | May 8, 2026 | Conversion | +694,787 | – | – | 699,891 |
| Janine Virginia Sweeney Chief Human Resources Officer | May 8, 2026 | Conversion | +1,818 | – | – | 85,453 |
| Insight Partners Holdings Focus-H, L.P. 10% owner | May 8, 2026 | Conversion | +2,272,723 | – | – | 2,272,723 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Conversion | +467,726 | – | – | 467,726 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Returned to company | −12 | – | – | 6,941,651 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Returned to company | −5,818 | – | – | 7,034,608 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Conversion | +2,114,806 | – | – | 2,114,806 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Option exercise | +30,645 | – | – | 6,941,663 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Conversion | +5,841,537 | – | – | 6,911,018 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Option exercise | +13,535 | – | – | 7,040,426 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Returned to company | −33 | – | – | 7,026,891 |
| David G. Dewalt Director, 10% owner | May 8, 2026 | Option exercise | +85,273 | – | – | 7,026,924 |
| James A. Winnefeld Jr Director | May 8, 2026 | Conversion | +6,363 | – | – | 133,052 |
| Francis Alphonse Finelli Director | May 8, 2026 | Buy | +9,615 | $26.00 | $249.99K | 9,615 |
| Francis Alphonse Finelli Director | May 8, 2026 | Buy | +5,000 | $26.00 | $130.00K | 40,026 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Option exercise | +85,273 | – | – | 5,957,455 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Conversion | +5,841,537 | – | – | 5,841,537 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Returned to company | −33 | – | – | 5,970,945 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Returned to company | −12 | – | – | 5,970,978 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Option exercise | +13,535 | – | – | 5,970,990 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Returned to company | −5,818 | – | – | 5,965,127 |
| NightDragon Growth I, L.P. – | May 8, 2026 | Option exercise | +30,645 | – | – | 5,872,182 |
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 |
|---|---|---|---|---|---|
| Serafini John Director, Officer | Oct 1, 2026 | 92,329 | $1.39M | Oct 1, 2026 | Exercise of Stock Options |
| Michael S. Turner Officer | Sep 15, 2026 | 26,506 | $434.17K | Sep 15, 2026 | Restricted Stock Units |
| Craig Chih-Meng Searle Officer | Sep 15, 2026 | 9,228 | $151.15K | Sep 15, 2026 | Restricted Stock Units |
| Money Arthur Director | Sep 11, 2026 | 50,000 | $820.52K | Sep 11, 2026 | Stock Option Exercise |