AEVEX Corp. (AVEX) shareholders
AVEXNYSEAircraftFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026
$12.51−1.25 (-9.08%)
Close on Nov 13, 2026Market cap $1.43BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.4%
31M of 114M shares
Institutional holders
147
147 new, 0 sold out
Net institutional buying
31M
In Q2 2026
Insider trades, 12 months
5 buys · 1 sales
Net sold $57.61M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Madison Dearborn Partners LLC Joint filing with Madison Dearborn Capital Partners Vii-B, L.P. (49.50%), Madison Dearborn Capital Partners Vii Executive-B, L.P. (49.50%) and 1 more | 80,423,676 | 49.50% | 13G (passive) | Jun 30, 2026 |
| Black Sea Technologies LLC Joint filing with Razor's Edge Fund III, LP (18.40%), Razor's Edge Fund III-A, LP (18.40%) and 1 more | 12,727,273 | 18.40% | 13G (passive) | Sep 8, 2026 |
| Fidelity National Financial, Inc. | 5,937,500 | 5.20% | 13G (passive) | Apr 20, 2026 |
| The Charger Corporation Joint filing with First Trust Portfolios L.P. (5.13%), First Trust Advisors L.P. (5.13%) | 3,546,031 | 5.13% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fidelity National Financial, Inc. | 5,937,500 | 5.21% | $124.03M | New | 3.92% |
| BlackRock, Inc. | 3,447,774 | 3.02% | $72.02M | New | 0.00% |
| Alliancebernstein L.P. | 2,169,293 | 1.90% | $45.32M | New | 0.01% |
| Principal Financial Group Inc | 1,718,681 | 1.51% | $35.90M | New | 0.02% |
| Citadel Advisors LLC | 1,445,032 | 1.27% | $30.19M | New | 0.00% |
| JPMorgan Chase & Co | 1,369,363 | 1.20% | $24.57M | New | 0.00% |
| Vanguard Capital Management LLC | 1,119,755 | 0.98% | $23.39M | New | 0.00% |
| Vanguard Portfolio Management LLC | 1,040,071 | 0.91% | $21.73M | New | 0.00% |
| Alyeska Investment Group, L.P. | 952,774 | 0.84% | $19.90M | New | 0.05% |
| Massachusetts Financial Services Co /Ma/ | 588,253 | 0.52% | $12.29M | New | 0.00% |
| Franklin Resources Inc | 576,209 | 0.51% | $12.04M | New | 0.00% |
| ExodusPoint Capital Management, LP | 566,443 | 0.50% | $11.83M | New | 0.08% |
| Emerald Advisers, LLC | 538,568 | 0.47% | $11.25M | New | 0.26% |
| Geode Capital Management, LLC | 509,238 | 0.45% | $10.64M | New | 0.00% |
| Gilder Gagnon Howe & Co LLC | 431,291 | 0.38% | $9.01M | New | 0.09% |
| Ghisallo Capital Management LLC | 389,470 | 0.34% | $8.14M | New | 0.16% |
| Jane Street Group, LLC | 381,457 | 0.33% | $7.97M | New | 0.00% |
| Millennium Management LLC | 345,111 | 0.30% | $7.21M | New | 0.00% |
| Emerald Mutual Fund Advisers Trust | 341,108 | 0.30% | $7.13M | New | 0.25% |
| Westerly Capital Management, LLC | 340,000 | 0.30% | $7.10M | New | 1.31% |
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 | 147 | 31M | 27.4% | 147 / 0 | 0 / 0 | 31M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| AB Small Cap Growth Portfolio | 1,020,349 | 0.89% | $21.32M | 0.68% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 808,358 | 0.71% | $16.89M | 0.00% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 631,280 | 0.55% | $13.19M | 0.51% | Jun 30, 2026 |
| SmallCap Fund | 619,535 | 0.54% | $10.30M | 0.49% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 582,234 | 0.51% | $12.16M | 0.01% | Jun 30, 2026 |
| iShares Defense Industrials Active ETF | 465,861 | 0.41% | $7.75M | 0.18% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 460,384 | 0.40% | $9.62M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 334,217 | 0.29% | $6.98M | 0.01% | Jun 30, 2026 |
| SmallCap Growth Fund I | 317,139 | 0.28% | $5.27M | 0.21% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 295,212 | 0.26% | $4.91M | 0.20% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 285,344 | 0.25% | $5.96M | 0.01% | Jun 30, 2026 |
| MFS New Discovery Fund | 246,504 | 0.22% | $9.48M | 0.44% | May 31, 2026 |
| Emerald Growth Fund | 206,621 | 0.18% | $6.25M | 0.44% | Apr 30, 2026 |
| JPMorgan Small Cap Blend Fund | 203,088 | 0.18% | $4.24M | 0.25% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 197,446 | 0.17% | $3.28M | 0.01% | Jul 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 |
|---|---|---|---|---|
| Charles Roger Wells IV | Chief Executive Officer, Director | 94,000 | 0.08% | May 14, 2026 |
| Todd Booth | Chief Financial Officer | 42,220 | 0.04% | May 14, 2026 |
| Christine M. Morrison | Chief Legal Officer | 28,204 | 0.02% | May 14, 2026 |
| Michael Andrew Jackson | See Remarks | 20,410 | 0.02% | May 14, 2026 |
| Brett P. Hush | See Remarks | 42,320 | 0.04% | May 14, 2026 |
| Brian Raduenz | Director | 1,102,876 | 0.97% | Jun 8, 2026 |
| Benjamin Spacapan | Director | 8,250 | 0.01% | May 14, 2026 |
| Matthew Klein | Director | 8,250 | 0.01% | May 14, 2026 |
| Bradley H. Feldmann | Director | 8,250 | 0.01% | May 14, 2026 |
| Brandon Levitan | Director | 8,250 | 0.01% | May 14, 2026 |
| Matthew W. Norton | Director | 8,250 | 0.01% | May 14, 2026 |
| Sea Technologies LLC Black | 10% owner | – | – | Sep 15, 2026 |
| Razor's Edge Fund III, LP | 10% owner | 12,727,273 | 11.16% | Sep 15, 2026 |
| Razor's Edge Ventures III, LLC | 10% owner | – | – | Sep 15, 2026 |
| Razor's Edge Fund III-A, LP | 10% owner | – | – | Sep 15, 2026 |
| Madison Dearborn Capital Partners Vii Executive-B, L.P. | 10% owner | – | – | Jun 8, 2026 |
| Madison Dearborn Capital Partners Vii-C, L.P. | 10% owner | 81,398,922 | 71.38% | Jun 8, 2026 |
| Dearborn Partners Llc Madison | 10% owner | – | – | Jun 8, 2026 |
| Madison Dearborn Capital Partners Vii-B, L.P. | 10% owner | 88,432,824 | 77.54% | Jun 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Madison Dearborn Capital Partners Vii-C, L.P. 10% owner | Jun 5, 2026 | Other | −2,611 | – | – | 22,858,846 |
| Madison Dearborn Capital Partners Vii-C, L.P. 10% owner | Jun 5, 2026 | Returned to company | −4,757,448 | – | – | 58,540,076 |
| Madison Dearborn Capital Partners Vii-C, L.P. 10% owner | Jun 5, 2026 | Other | −975,246 | – | – | 57,564,830 |
| Madison Dearborn Capital Partners Vii-C, L.P. 10% owner | Jun 5, 2026 | Sale | −2,273,843 | $25.99 | $59.10M | 22,861,457 |
| Brian Raduenz Director | Jun 5, 2026 | Returned to company | −104,722 | – | – | 0 |
| Christine M. Morrison Chief Legal Officer | May 12, 2026 | Award | +28,204 | – | – | 28,204 |
| Benjamin Spacapan Director | May 12, 2026 | Award | +8,250 | – | – | 8,250 |
| Brett P. Hush See Remarks | May 12, 2026 | Award | +32,320 | – | – | 42,320 |
| Bradley H. Feldmann Director | May 12, 2026 | Award | +8,250 | – | – | 8,250 |
| Michael Andrew Jackson See Remarks | May 12, 2026 | Award | +19,760 | – | – | 20,410 |
| Matthew Klein Director | May 12, 2026 | Award | +8,250 | – | – | 8,250 |
| Brandon Levitan Director | May 12, 2026 | Award | +8,250 | – | – | 8,250 |
| Matthew W. Norton Director | May 12, 2026 | Award | +8,250 | – | – | 8,250 |
| Charles Roger Wells IV Chief Executive Officer, Director | May 12, 2026 | Award | +94,000 | – | – | 94,000 |
| Todd Booth Chief Financial Officer | May 12, 2026 | Award | +29,220 | – | – | 42,220 |
| Brian Raduenz Director | May 12, 2026 | Award | +94,000 | – | – | 144,000 |
| Todd Booth Chief Financial Officer | Apr 16, 2026 | Buy | +13,000 | $20.00 | $260.00K | 13,000 |
| Brian Raduenz Director | Apr 16, 2026 | Buy | +50,000 | $20.00 | $1.00M | 50,000 |
| Charles Roger Wells IV Chief Executive Officer, Director | Apr 16, 2026 | Buy | +500 | $20.00 | $10.00K | 500 |
| Michael Andrew Jackson See Remarks | Apr 16, 2026 | Buy | +650 | $20.00 | $13.00K | 650 |
| Brett P. Hush See Remarks | Apr 16, 2026 | Buy | +10,000 | $20.00 | $200.00K | 10,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
15.43%
3M shares short
Days to cover
1.0
At 4M shares a day
Change since last report
-25.4%
From 4M shares
Short volume, 20 days
50.5%
Of volume reported to FINRA
Shares sold short, last 7 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Aevex's stock actually held short. Settlement fails (shares not delivered on time) peaked at 301,056 shares on Sep 4, 2026 over the last 90 days.
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