YSSNYSEGuided Missiles & Space Vehicles & PartsFiscal year ends December 31
York Space Systems Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$5.68+0.10 (+1.79%)
Close on Oct 19, 2026
- Market cap
- $727.58M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
47.3%
65M of 137M shares
Institutional holders
162
59 new, 36 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
3 buys · 14 sales
Net sold $2.90M
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 |
|---|---|---|---|---|
| David H. Rowe | 32,915,588 | 23.96% | 13G (passive) amendment | Jun 30, 2026 |
| Michael Robert Greene | 30,196,088 | 23.28% | 13G (passive) | Mar 31, 2026 |
| BlackRock Portfolio Management LLC | 17,846,934 | 14.00% | 13G (passive) | Mar 31, 2026 |
| Dirk Wallinger | 11,168,593 | 8.60% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of YSS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,212,689 | 13.99% | $473.02M | +200,250 | 0.01% |
| Ae Industrial Partners, LP | 11,728,057 | 8.54% | $288.74M | +430,134 | 21.10% |
| Allianz Asset Management GmbH | 2,726,783 | 1.99% | $67.13M | – | 0.06% |
| Hood River Capital Management LLC | 1,963,942 | 1.43% | $48.35M | +975,432 | 0.35% |
| Tema Etfs LLC | 1,904,718 | 1.39% | $46.89M | +1,903,558 | 1.52% |
| Toroso Investments, LLC | 1,843,269 | 1.34% | $45.38M | New | 0.08% |
| Westwood Holdings Group Inc | 1,736,906 | 1.26% | $42.76M | +1,327,720 | 0.32% |
| Voya Investment Management LLC | 1,618,318 | 1.18% | $39.84M | +540,708 | 0.03% |
| UBS Group AG | 1,512,752 | 1.10% | $37.24M | +458,908 | 0.00% |
| State Street Corp | 1,433,938 | 1.04% | $35.30M | +1,087,889 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,369,727 | 1.00% | $33.72M | +1,361,373 | 0.04% |
| Clearbridge Investments, LLC | 1,318,391 | 0.96% | $32.46M | −27,063 | 0.03% |
| Temasek Holdings (Private) Ltd | 1,027,774 | 0.75% | $25.30M | +577,774 | 0.07% |
| Systematic Financial Management LP | 961,190 | 0.70% | $23.66M | +504,266 | 0.47% |
| Vanguard Capital Management LLC | 844,079 | 0.61% | $20.78M | +4,615 | 0.00% |
| Vanguard Portfolio Management LLC | 820,963 | 0.60% | $20.21M | +33,549 | 0.00% |
| Frontier Capital Management Co LLC | 733,025 | 0.53% | $18.05M | New | 0.17% |
| Burkehill Global Management, LP | 668,705 | 0.49% | $16.46M | – | 0.59% |
| Penserra Capital Management LLC | 641,961 | 0.47% | $15.81K | New | 0.12% |
| Sei Investments Co | 632,624 | 0.46% | $15.58M | +217,168 | 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 | 162 | 65M | 47.3% | 59 / 52 | 42 / 36 | 16M | 13M |
| Q1 2026 | 140 | 62M | 45.2% | 140 / 0 | 0 / 0 | 62M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of YSS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Tema Space Innovators ETF | 2,221,108 | 1.62% | $72.50M | 2.78% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 1,039,642 | 0.76% | $25.60M | 0.40% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 1,023,015 | 0.74% | $25.19M | 0.38% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 602,564 | 0.44% | $14.84M | 0.00% | Jun 30, 2026 |
| Procure Space ETF | 516,243 | 0.38% | $7.60M | 1.29% | Jul 31, 2026 |
| ClearBridge Select Fund | 506,869 | 0.37% | $7.47M | 0.24% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 501,436 | 0.37% | $12.35M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 438,195 | 0.32% | $10.79M | 0.01% | Jun 30, 2026 |
| Select Fund | 345,200 | 0.25% | $5.08M | 0.08% | Jul 31, 2026 |
| ClearBridge Small Cap Growth Fund | 311,759 | 0.23% | $4.59M | 0.24% | Jul 31, 2026 |
| Vanguard Explorer Fund | 287,514 | 0.21% | $4.24M | 0.02% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 251,578 | 0.18% | $6.19M | 0.01% | Jun 30, 2026 |
| Westwood Quality Smallcap Fund | 243,664 | 0.18% | $3.59M | 0.41% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 232,996 | 0.17% | $3.43M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 222,573 | 0.16% | $5.48M | 0.01% | 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 |
|---|---|---|---|---|
| Dirk Wallinger | Chief Executive Officer, Director | 11,379,769 | 8.28% | Mar 11, 2026 |
| Kevin Messerle | Chief Financial Officer | 998,319 | 0.73% | Feb 3, 2026 |
| Monica J. Palko | See Remarks | 735,005 | 0.54% | Feb 3, 2026 |
| Devjyoti Rudra | Chief Supply Chain Officer | 358,357 | 0.26% | Feb 3, 2026 |
| Brian D. Frantz | Chief Accounting Officer | 5,706 | 0.00% | Feb 3, 2026 |
| Janine Davidson | Director | 4,381 | 0.00% | Apr 14, 2026 |
| Louis R. Brothers Jr | Director | 5,294 | 0.00% | Feb 3, 2026 |
| Tami A. Erwin | Director | 79,984 | 0.06% | Feb 3, 2026 |
| Kirk Michael Konert | Director | 5,294 | 0.00% | Feb 3, 2026 |
| James McConville | Director | 5,294 | 0.00% | Feb 3, 2026 |
| Andrew Boyd | Director | 5,294 | 0.00% | Feb 3, 2026 |
| Tyler Letarte | Director | 6,764 | 0.00% | Feb 3, 2026 |
| Portfolio Management LLC BlackRock | 10% owner | 16,517,115 | 12.02% | Aug 10, 2026 |
| Michael Robert Greene | 10% owner | 32,915,588 | 23.96% | Jul 10, 2026 |
| David H. Rowe | 10% owner | – | – | Jul 10, 2026 |
| Aeroequity Gp, Llc | 10% owner | 30,626,222 | 22.30% | Jul 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Portfolio Management LLC BlackRock 10% owner | Aug 7, 2026 | Sale | −200,170 | $10.99 | $2.20M | 16,517,115 |
| Portfolio Management LLC BlackRock 10% owner | Aug 6, 2026 | Sale | −201,504 | $11.60 | $2.34M | 16,717,285 |
| Portfolio Management LLC BlackRock 10% owner | Aug 5, 2026 | Sale | −11,884 | $15.28 | $181.59K | 16,918,789 |
| Portfolio Management LLC BlackRock 10% owner | Aug 5, 2026 | Sale | −116,162 | $13.49 | $1.57M | 16,930,673 |
| Portfolio Management LLC BlackRock 10% owner | Aug 5, 2026 | Sale | −116,162 | $13.49 | $1.57M | 16,943,178 |
| Portfolio Management LLC BlackRock 10% owner | Aug 5, 2026 | Sale | −11,784 | $15.28 | $180.06K | 16,931,394 |
| Portfolio Management LLC BlackRock 10% owner | Aug 4, 2026 | Sale | −78,082 | $15.02 | $1.17M | 17,515,311 |
| Portfolio Management LLC BlackRock 10% owner | Aug 4, 2026 | Sale | −468,476 | $15.58 | $7.30M | 17,046,835 |
| Portfolio Management LLC BlackRock 10% owner | Aug 4, 2026 | Sale | −77,743 | $15.02 | $1.17M | 17,515,650 |
| Portfolio Management LLC BlackRock 10% owner | Aug 4, 2026 | Sale | −456,310 | $15.58 | $7.11M | 17,059,340 |
| Portfolio Management LLC BlackRock 10% owner | Aug 3, 2026 | Sale | −13,754 | $15.03 | $206.72K | 17,593,393 |
| Portfolio Management LLC BlackRock 10% owner | Jul 31, 2026 | Sale | −35,574 | $15.14 | $538.59K | 17,607,147 |
| Portfolio Management LLC BlackRock 10% owner | Jul 30, 2026 | Sale | −140,823 | $15.18 | $2.14M | 17,642,721 |
| Portfolio Management LLC BlackRock 10% owner | Jul 29, 2026 | Sale | −63,390 | $15.31 | $970.50K | 17,783,544 |
| Michael Robert Greene 10% owner | Jul 8, 2026 | Award | +2,289,366 | $34.00 | $77.84M | 32,915,588 |
| Aeroequity Gp, Llc 10% owner | Jun 4, 2026 | Award | +430,134 | $34.00 | $14.62M | 30,626,222 |
| Aeroequity Gp, Llc 10% owner | Jun 4, 2026 | Award | +287,789 | $34.00 | $9.78M | 30,483,877 |
| Janine Davidson Director | Apr 10, 2026 | Award | +4,381 | – | – | 4,381 |
| Dirk Wallinger Chief Executive Officer, Director | Jan 30, 2026 | Award | +211,176 | – | – | 9,783,222 |
| Tami A. Erwin Director | Jan 30, 2026 | Buy | +2,941 | $34.00 | $99.99K | 79,984 |
| Tami A. Erwin Director | Jan 30, 2026 | Award | +5,294 | – | – | 77,043 |
| James McConville Director | Jan 30, 2026 | Award | +5,294 | – | – | 5,294 |
| Andrew Boyd Director | Jan 30, 2026 | Award | +5,294 | – | – | 5,294 |
| Dirk Wallinger Chief Executive Officer, Director | Jan 30, 2026 | Award | +569,920 | – | – | 10,141,966 |
| Devjyoti Rudra Chief Supply Chain Officer | Jan 30, 2026 | Award | +23,529 | – | – | 358,357 |
| Monica J. Palko See Remarks | Jan 30, 2026 | Award | +54,412 | – | – | 54,412 |
| Portfolio Management LLC BlackRock 10% owner | Jan 30, 2026 | Buy | +752,500 | $34.00 | $25.59M | 17,846,934 |
| Louis R. Brothers Jr Director | Jan 30, 2026 | Award | +5,294 | – | – | 5,294 |
| Kirk Michael Konert Director | Jan 30, 2026 | Award | +5,294 | – | – | 5,294 |
| Brian D. Frantz Chief Accounting Officer | Jan 30, 2026 | Award | +10,294 | – | – | 16,000 |
| Tyler Letarte Director | Jan 30, 2026 | Buy | +1,470 | $34.00 | $49.98K | 1,470 |
| Tyler Letarte Director | Jan 30, 2026 | Award | +5,294 | – | – | 5,294 |
| Kevin Messerle Chief Financial Officer | Jan 30, 2026 | Award | +80,882 | – | – | 80,882 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.