RDWNYSEGuided Missiles & Space Vehicles & PartsFiscal year ends December 31
Redwire Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.46+0.07 (+0.83%)
Close on Oct 19, 2026
- Market cap
- $1.87B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57.1%
143M of 250M shares
Institutional holders
323
123 new, 53 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
6 buys · 39 sales
Net sold $1.16B
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 |
|---|---|---|---|---|
| Genesis Park II GP LLC | 9,712,582 | 11.80% | 13G (passive) amendment | Dec 31, 2024 |
| Michael Robert Greene | 63,788,789 | 35.00% | 13D (active) amendment | Feb 2, 2026 |
| Bain Capital Credit Member, LLC | 19,755,040 | 20.40% | 13D (active) amendment | Jun 8, 2025 |
| Aeroequity Gp, LLC | 17,366,857 | 8.30% | 13D (active) amendment | Apr 22, 2026 |
| State Street Corporation | 14,595,556 | 7.30% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 14,582,726 | 6.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RDW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,068,161 | 6.43% | $196.51M | +4,994,728 | 0.00% |
| State Street Corp | 14,595,556 | 5.84% | $178.50M | +7,678,502 | 0.01% |
| Mirae Asset Global Investments Co., Ltd. | 11,851,668 | 4.74% | $144.95M | New | 0.21% |
| Renaissance Technologies LLC | 9,399,700 | 3.76% | $114.96M | New | 0.16% |
| Vanguard Capital Management LLC | 7,469,735 | 2.99% | $91.35M | +1,869,314 | 0.00% |
| Van Eck Associates Corp | 6,851,228 | 2.74% | $83.79M | +4,341,424 | 0.05% |
| Marex Group plc | 6,142,044 | 2.46% | $75.12M | +6,018,512 | 0.32% |
| Geode Capital Management, LLC | 3,936,159 | 1.57% | $48.14M | +1,733,018 | 0.00% |
| UBS Group AG | 3,753,163 | 1.50% | $45.90M | +1,709,493 | 0.01% |
| D. E. Shaw & Co., Inc. | 3,734,733 | 1.49% | $45.68M | +1,558,352 | 0.02% |
| Voya Investment Management LLC | 3,461,428 | 1.38% | $42.33M | +83,321 | 0.04% |
| Penserra Capital Management LLC | 3,048,362 | 1.22% | $37.28K | +1,269,063 | 0.29% |
| Morgan Stanley | 2,418,355 | 0.97% | $29.58M | −1,185,329 | 0.00% |
| Millennium Management LLC | 2,235,558 | 0.89% | $27.34M | +1,737,366 | 0.01% |
| Invesco Ltd. | 2,174,981 | 0.87% | $26.60M | +496,281 | 0.00% |
| Defiance ETFs, LLC | 1,922,416 | 0.77% | $23.01M | +561,975 | 0.31% |
| Goldman Sachs Group Inc | 1,827,200 | 0.73% | $22.35M | −897,339 | 0.00% |
| Vanguard Portfolio Management LLC | 1,777,849 | 0.71% | $21.74M | +1,034,525 | 0.00% |
| Susquehanna International Group, Llp | 1,612,372 | 0.64% | $19.72M | −705,339 | 0.00% |
| Northern Trust Corp | 1,540,196 | 0.62% | $18.84M | +699,735 | 0.00% |
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 | 323 | 143M | 57.1% | 123 / 131 | 55 / 53 | 74M | 54M |
| Q1 2026 | 258 | 123M | 49.2% | 88 / 116 | 33 / 37 | 50M | 63M |
| Q4 2025 | 213 | 141M | 56.4% | 81 / 89 | 28 / 39 | 21M | 5M |
| Q3 2025 | 174 | 124M | 49.8% | 45 / 73 | 34 / 39 | 24M | 16M |
| Q2 2025 | 169 | 116M | 46.5% | 56 / 73 | 25 / 31 | 71M | 3M |
| Q1 2025 | 146 | 48M | 19.3% | 52 / 56 | 27 / 18 | 4M | 5M |
| Q4 2024 | 113 | 49M | 19.4% | 40 / 37 | 22 / 16 | 40M | 0M |
| Q3 2024 | 91 | 9M | 3.6% | 24 / 24 | 24 / 10 | 3M | 1M |
| Q2 2024 | 79 | 9M | 3.4% | 19 / 29 | 14 / 12 | 3M | 1M |
| Q1 2024 | 72 | 7M | 2.6% | 23 / 15 | 15 / 7 | 2M | 0M |
| Q4 2023 | 56 | 5M | 2.2% | 8 / 19 | 14 / 7 | 1M | 0M |
| Q3 2023 | 55 | 5M | 1.9% | 4 / 12 | 24 / 5 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RDW | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 8,459,480 | 3.38% | $103.46M | 1.60% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,001,614 | 2.40% | $73.40M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,096,193 | 2.04% | $62.33M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,142,111 | 0.86% | $18.46M | 0.05% | Jul 31, 2026 |
| Invesco Aerospace & Defense ETF | 1,898,371 | 0.76% | $16.36M | 0.20% | Jul 31, 2026 |
| Defiance Drone and Modern Warfare ETF | 1,449,896 | 0.58% | $17.73M | 11.61% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 1,441,488 | 0.58% | $17.63M | 0.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,278,963 | 0.51% | $15.64M | 0.02% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 1,126,852 | 0.45% | $13.78M | 0.10% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,060,742 | 0.42% | $12.97M | 0.08% | Jun 30, 2026 |
| Procure Space ETF | 927,567 | 0.37% | $8.00M | 1.36% | Jul 31, 2026 |
| iShares Defense Industrials Active ETF | 830,833 | 0.33% | $7.16M | 0.17% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 824,184 | 0.33% | $7.10M | 0.18% | Jul 31, 2026 |
| Tema Space Innovators ETF | 811,007 | 0.32% | $19.93M | 0.77% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 762,686 | 0.31% | $9.33M | 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 | % of shares | Latest filing |
|---|---|---|---|---|
| Peter Anthony Cannito Jr | Chairman and CEO, Director | 809,996 | 0.32% | Jul 16, 2026 |
| Jonathan Baliff | Chief Financial Officer, Director | 1,044,790 | 0.42% | Jul 18, 2025 |
| Michael N. Gold | President, Space | 268,643 | 0.11% | Jul 16, 2026 |
| Aaron Michael Futch | EVP, GC and Secretary | 134,105 | 0.05% | Jul 16, 2026 |
| Chris Edmunds | Chief Financial Officer | 202,127 | 0.08% | Jul 16, 2026 |
| Steve Adlich | President, Defense Tech | 55,000 | 0.02% | Feb 27, 2026 |
| Ae Red Holdings, Llc | Director | 128,440 | 0.05% | Sep 25, 2026 |
| Michael Robert Greene | Director, 10% owner | 147,984 | 0.06% | Sep 25, 2026 |
| David H. Rowe | Director, 10% owner | 21,494,349 | 8.60% | Sep 25, 2026 |
| Ae Industrial Partners Fund Ii-B, Lp | Director, 10% owner | 29,418,351 | 11.77% | Sep 25, 2026 |
| Ae Industrial Partners Fund Ii, Lp | Director, 10% owner | 32,685,073 | 13.07% | Sep 25, 2026 |
| Ae Industrial Partners Fund Ii-A, Lp | Director, 10% owner | 33,635,217 | 13.45% | Sep 25, 2026 |
| Aeroequity Gp, Llc | Director, 10% owner | 1,077,419 | 0.43% | Sep 25, 2026 |
| Gregory L. Heston | Director | 14,935 | 0.01% | Jul 14, 2026 |
| Frank Calvelli | Director | 12,771 | 0.01% | May 26, 2026 |
| Dorothy D. Hayes | Director | 28,881 | 0.01% | May 26, 2026 |
| Joanne O'Rourke Isham | Director | 105,169 | 0.04% | May 26, 2026 |
| Louis R. Brothers Jr | Director | 129,043 | 0.05% | May 26, 2026 |
| James McConville | Director | 28,881 | 0.01% | May 26, 2026 |
| Ae Industrial Partners Structured Solutions I, Lp | Director, 10% owner | – | – | May 20, 2026 |
| Edge Autonomy Ultimate Holdings, LP | Director, 10% owner | 74,003,455 | 29.60% | Apr 24, 2026 |
| Raphael Wallander | Director | 9,169 | 0.00% | Jul 23, 2025 |
| M. David Kornblatt | Director | 121,312 | 0.05% | May 27, 2025 |
| Ae Industrial Partners Fund Ii Gp, Lp | Director, 10% owner | 36,424,024 | 14.57% | May 27, 2025 |
| John S. Bolton | Director | 199,271 | 0.08% | May 27, 2025 |
| Ae Industrial Partners, Lp | Director, 10% owner | 35,923,576 | 14.37% | May 27, 2025 |
| Leslie B. Daniels | Director | 194,706 | 0.08% | May 27, 2025 |
| Bain Capital Credit Member, Llc | 10% owner | – | – | Sep 17, 2025 |
| BCC Redwire Aggregator, L.P. | 10% owner | 0 | – | Sep 17, 2025 |
| Park II GP LLC Genesis | 10% owner | 8,405,815 | 3.36% | Feb 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Robert Greene Director, 10% owner | Sep 23, 2026 | Sale | −929,435 | $11.34 | $10.54M | 147,984 |
| Chris Edmunds Chief Financial Officer | Jul 14, 2026 | Award | +76,364 | – | – | 202,127 |
| Chris Edmunds Chief Financial Officer | Jul 14, 2026 | Tax withholding | −1,160 | $9.74 | $11.30K | 200,967 |
| Peter Anthony Cannito Jr Chairman and CEO, Director | Jul 14, 2026 | Tax withholding | −12,631 | $9.74 | $123.03K | 809,996 |
| Peter Anthony Cannito Jr Chairman and CEO, Director | Jul 14, 2026 | Award | +190,637 | – | – | 822,627 |
| Aaron Michael Futch EVP, GC and Secretary | Jul 14, 2026 | Award | +45,455 | – | – | 134,105 |
| Aaron Michael Futch EVP, GC and Secretary | Jul 14, 2026 | Tax withholding | −2,271 | $9.74 | $22.12K | 131,834 |
| Michael N. Gold President, Space | Jul 14, 2026 | Award | +63,637 | – | – | 268,643 |
| Michael N. Gold President, Space | Jul 14, 2026 | Tax withholding | −3,777 | $9.74 | $36.79K | 264,866 |
| Aaron Michael Futch EVP, GC and Secretary | Jul 11, 2026 | Tax withholding | −1,834 | $10.18 | $18.67K | 88,650 |
| Peter Anthony Cannito Jr Chairman and CEO, Director | Jul 11, 2026 | Tax withholding | −25,369 | $10.18 | $258.26K | 631,990 |
| Chris Edmunds Chief Financial Officer | Jul 11, 2026 | Tax withholding | −3,372 | $10.18 | $34.33K | 125,763 |
| Michael N. Gold President, Space | Jul 11, 2026 | Tax withholding | −11,457 | $10.18 | $116.63K | 205,006 |
| Gregory L. Heston Director | Jul 10, 2026 | Award | +14,735 | – | – | 14,935 |
| Peter Anthony Cannito Jr Chairman and CEO, Director | Jul 3, 2026 | Tax withholding | −19,168 | $11.31 | $216.79K | 657,359 |
| Michael N. Gold President, Space | Jul 3, 2026 | Tax withholding | −8,122 | $11.31 | $91.86K | 216,463 |
| Chris Edmunds Chief Financial Officer | Jul 3, 2026 | Tax withholding | −2,522 | $11.31 | $28.52K | 129,135 |
| Aeroequity Gp, Llc Director, 10% owner | Jun 11, 2026 | Sale | −1,070,565 | $21.48 | $23.00M | 1,077,419 |
| Aeroequity Gp, Llc Director, 10% owner | Jun 11, 2026 | Option exercise | +2,000,000 | $11.50 | $23.00M | 2,147,984 |
| Dorothy D. Hayes Director | May 21, 2026 | Award | +9,772 | – | – | 28,881 |
| Frank Calvelli Director | May 21, 2026 | Award | +9,772 | – | – | 12,771 |
| Joanne O'Rourke Isham Director | May 21, 2026 | Award | +9,772 | – | – | 105,169 |
| Louis R. Brothers Jr Director | May 21, 2026 | Award | +9,772 | – | – | 129,043 |
| Aeroequity Gp, Llc Director, 10% owner | May 21, 2026 | Award | +19,544 | – | – | 147,984 |
| James McConville Director | May 21, 2026 | Award | +9,772 | – | – | 28,881 |
| Michael Robert Greene Director, 10% owner | May 18, 2026 | Sale | −9,588,077 | $13.30 | $127.52M | 128,440 |
| Michael Robert Greene Director, 10% owner | May 18, 2026 | Sale | −5,659,509 | $14.50 | $82.06M | 9,716,517 |
| Michael Robert Greene Director, 10% owner | May 18, 2026 | Conversion | +15,247,586 | $3.05 | $46.51M | 15,376,026 |
| Ae Red Holdings, Llc Director | Apr 22, 2026 | Sale | −21,365,909 | $10.85 | $231.82M | 128,440 |
| David H. Rowe Director, 10% owner | Apr 21, 2026 | Sale | −977,887 | $10.57 | $10.34M | 21,494,349 |
| David H. Rowe Director, 10% owner | Apr 20, 2026 | Sale | −1,766,372 | $10.23 | $18.07M | 22,472,236 |
| Edge Autonomy Ultimate Holdings, LP Director, 10% owner | Apr 17, 2026 | Sale | −2,034,536 | $10.77 | $21.91M | 24,238,608 |
| Edge Autonomy Ultimate Holdings, LP Director, 10% owner | Apr 16, 2026 | Sale | −3,145,207 | $10.57 | $33.24M | 26,273,144 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Apr 15, 2026 | Sale | −692,936 | $9.70 | $6.72M | 29,418,351 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Apr 14, 2026 | Sale | −1,202,375 | $9.92 | $11.93M | 30,111,287 |
| David H. Rowe Director, 10% owner | Apr 13, 2026 | Sale | −790,393 | $9.78 | $7.73M | 31,313,662 |
| David H. Rowe Director, 10% owner | Apr 10, 2026 | Sale | −581,018 | $9.31 | $5.41M | 32,104,055 |
| Ae Industrial Partners Fund Ii, Lp Director, 10% owner | Apr 9, 2026 | Sale | −542,368 | $9.37 | $5.08M | 32,685,073 |
| Ae Industrial Partners Fund Ii, Lp Director, 10% owner | Apr 8, 2026 | Sale | −407,776 | $10.17 | $4.15M | 33,227,441 |
| Frank Calvelli Director | Apr 3, 2026 | Award | +2,999 | – | – | 2,999 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 25, 2026 | Sale | −2,500,000 | $9.45 | $23.63M | 33,635,217 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 24, 2026 | Sale | −7,500,000 | $9.15 | $68.63M | 36,135,217 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 20, 2026 | Sale | −27,190 | $10.06 | $273.53K | 43,635,217 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 18, 2026 | Sale | −81,319 | $10.01 | $814.00K | 43,662,407 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 17, 2026 | Sale | −996,927 | $10.10 | $10.07M | 43,743,726 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 16, 2026 | Sale | −97,066 | $10.06 | $976.48K | 44,740,653 |
| Ae Industrial Partners Fund Ii-A, Lp Director, 10% owner | Mar 13, 2026 | Sale | −11,615 | $10.01 | $116.27K | 44,837,719 |
| Edge Autonomy Ultimate Holdings, LP Director, 10% owner | Mar 2, 2026 | Sale | −244,666 | $10.06 | $2.46M | 44,849,334 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Feb 10, 2026 | Sale | −49,985 | $10.01 | $500.35K | 45,094,000 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Feb 9, 2026 | Sale | −1,385,507 | $10.10 | $13.99M | 45,143,985 |
| Aeroequity Gp, Llc Director, 10% owner | Feb 4, 2026 | Sale | −11,761 | $11.18 | $131.49K | 46,529,492 |
| Aeroequity Gp, Llc Director, 10% owner | Feb 3, 2026 | Sale | −3,357,142 | $11.18 | $37.53M | 46,541,253 |
| Aeroequity Gp, Llc Director, 10% owner | Feb 2, 2026 | Sale | −1,312,126 | $11.12 | $14.59M | 49,898,395 |
| Aeroequity Gp, Llc Director, 10% owner | Jan 30, 2026 | Sale | −1,550,179 | $12.65 | $19.61M | 51,210,521 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Jan 29, 2026 | Sale | −3,932,686 | $12.80 | $50.34M | 52,760,700 |
| Ae Industrial Partners Fund Ii-B, Lp Director, 10% owner | Jan 28, 2026 | Sale | −4,847,867 | $13.29 | $64.43M | 56,693,386 |
| Ae Red Holdings, Llc Director, 10% owner | Jan 14, 2026 | Sale | −10,500,000 | $10.52 | $110.46M | 61,541,253 |
| Ae Red Holdings, Llc Director, 10% owner | Jan 14, 2026 | Sale | −2,156,683 | $10.49 | $22.62M | 72,041,253 |
| Ae Red Holdings, Llc Director, 10% owner | Jan 13, 2026 | Sale | −1,662,484 | $10.34 | $17.19M | 74,197,936 |
| Aeroequity Gp, Llc Director, 10% owner | Jan 12, 2026 | Sale | −2,871,715 | $10.77 | $30.93M | 75,860,420 |
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 |
|---|---|---|---|---|---|
| AE Red Holdings, LLC 10% Stockholder | Sep 23, 2026 | 929,435 | $10.93M | Sep 23, 2026 | Shares acquired upon cashless exercise of warrants |
| AE Industrial Partners Fund II-B, LP 10% Stockholder | May 18, 2026 | 15,250 | $214.42K | May 18, 2026 | Private Placement |
| AE Industrial Partners Fund II-A, LP 10% Stockholder | May 18, 2026 | 3,961,830 | $55.70M | May 18, 2026 | Private Placement |
| AE Industrial Partners Fund II, LP 10% Stockholder | May 18, 2026 | 6,187,978 | $87.00M | May 18, 2026 | Private Placement |
| AE Industrial Partners Structured Solutions I, LP 10% Stockholder | May 18, 2026 | 5,082,528 | $71.46M | May 18, 2026 | Private Placement |
| Edge Autonomy Ultimate Holdings, LP 10% Stockholder | Apr 22, 2026 | 12,455,455 | $135.14M | Apr 22, 2026 | Private Placement |
| AE Red Holdings, LLC 10% Stockholder | Apr 22, 2026 | 8,910,454 | $96.68M | Apr 22, 2026 | Private Placement |
| AE Red Holdings, LLC 10% Stockholder | Apr 21, 2026 | 407,819 | $4.16M | Apr 21, 2026 | Private Placement |
| Edge Autonomy Ultimate Holdings, LP 10% Stockholder | Apr 21, 2026 | 570,068 | $5.82M | Apr 21, 2026 | Private Placement |
| Edge Autonomy Ultimate Holdings, LP 10% Stockholder | Apr 20, 2026 | 1,029,723 | $10.65M | Apr 20, 2026 | Private Placement |
| AE Red Holdings, LLC 10% Stockholder | Apr 20, 2026 | 736,649 | $7.62M | Apr 20, 2026 | Private Placement |
| Edge Autonomy Ultimate Holdings, LP 10% Stockholder | Apr 17, 2026 | 1,186,052 | $13.31M | Apr 17, 2026 | Private Placement |
| AE Red Holdings, LLC 10% Stockholder | Apr 17, 2026 | 848,484 | $9.52M | Apr 17, 2026 | Private Placement |
| AE Red Holdings, LLC 10% Stockholder | Apr 16, 2026 | 1,311,679 | $13.00M | Apr 16, 2026 | Private Placement |
| Edge Autonomy Ultimate Holdings, LP 10% Stockholder | Apr 16, 2026 | 1,833,528 | $18.17M | Apr 16, 2026 | Private Placement |