Firefly Aerospace Inc. (FLY) shareholders
FLYNasdaqGuided Missiles & Space Vehicles & PartsFiscal year ends December 31
$25.31−1.30 (-4.89%)
Close on Nov 12, 2026Market cap $4.24BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
56.7%
95M of 167M shares
Institutional holders
269
95 new, 34 sold out
Net institutional buying
30M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $384.34M
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 |
|---|---|---|---|---|
| AeroEquity GP, LLC | 50,805,752 | 30.30% | 13G (passive) amendment | Jun 30, 2026 |
| Astera Institute Joint filing with Jed McCaleb (6.90%) | 11,338,168 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| Markusic Thomas E | 8,816,520 | 5.20% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ae Industrial Partners, LP | 34,530,582 | 20.63% | $1.02B | −697,172 | 74.19% |
| BlackRock, Inc. | 5,903,830 | 3.53% | $173.57M | +3,865,915 | 0.00% |
| State Street Corp | 4,179,095 | 2.50% | $122.87M | +3,688,226 | 0.00% |
| Vanguard Portfolio Management LLC | 3,591,198 | 2.15% | $105.58M | +1,163,997 | 0.00% |
| Vanguard Capital Management LLC | 3,071,164 | 1.83% | $90.29M | +737,275 | 0.00% |
| Van Eck Associates Corp | 3,048,335 | 1.82% | $89.62M | +927,804 | 0.05% |
| JPMorgan Chase & Co | 2,792,070 | 1.67% | $81.22M | +2,159,291 | 0.00% |
| Two Sigma Investments, LP | 2,714,411 | 1.62% | $79.80M | +2,696,140 | 0.06% |
| Tema Etfs LLC | 2,280,867 | 1.36% | $67.06M | +2,279,159 | 2.17% |
| Toroso Investments, LLC | 2,167,135 | 1.29% | $63.71M | New | 0.11% |
| Phoenix Holdings Ltd. | 1,812,863 | 1.08% | $53.30M | +1,152,803 | 0.36% |
| Price T Rowe Associates Inc /Md/ | 1,652,027 | 0.99% | $48.57M | +764,534 | 0.00% |
| UBS Group AG | 1,625,890 | 0.97% | $47.80M | +557,055 | 0.01% |
| Geode Capital Management, LLC | 1,550,013 | 0.93% | $45.57M | +898,084 | 0.00% |
| Capital World Investors | 1,239,010 | 0.74% | $36.43M | +33,801 | 0.00% |
| Morgan Stanley | 1,154,194 | 0.69% | $33.93M | +724,143 | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 1,053,718 | 0.63% | $30.98M | New | 0.05% |
| Marex Group plc | 964,348 | 0.58% | $28.35M | +502,140 | 0.12% |
| Penserra Capital Management LLC | 925,293 | 0.55% | $27.20M | +158,639 | 0.21% |
| Invesco Ltd. | 808,987 | 0.48% | $23.78M | +251,947 | 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 | 269 | 95M | 56.7% | 95 / 119 | 34 / 34 | 35M | 5M |
| Q1 2026 | 212 | 65M | 38.6% | 97 / 60 | 30 / 28 | 15M | 7M |
| Q4 2025 | 147 | 59M | 35.0% | 61 / 41 | 20 / 32 | 8M | 10M |
| Q3 2025 | 118 | 61M | 36.4% | 118 / 0 | 0 / 0 | 61M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
184 funds held FLY in Q2 2026, 61% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Tema Space Innovators ETF | 2,769,095 | 1.65% | $128.74M | 4.94% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,607,354 | 1.56% | $76.66M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 2,100,072 | 1.25% | $61.74M | 0.95% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,071,814 | 1.24% | $60.91M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,886,227 | 1.13% | $55.46M | 0.03% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,205,209 | 0.72% | $35.43M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,088,508 | 0.65% | $32.00M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 873,235 | 0.52% | $17.75M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 736,996 | 0.44% | $21.67M | 0.14% | Jun 30, 2026 |
| Invesco Aerospace & Defense ETF | 688,767 | 0.41% | $14.00M | 0.17% | Jul 31, 2026 |
| Procure Space ETF | 524,446 | 0.31% | $10.66M | 1.82% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 482,080 | 0.29% | $14.17M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 379,498 | 0.23% | $11.16M | 0.01% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 367,260 | 0.22% | $10.80M | 0.41% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 332,065 | 0.20% | $9.76M | 0.07% | 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 |
|---|---|---|---|---|
| Jesung Kim | Chief Executive Officer, Director | 898,738 | 0.54% | Sep 23, 2026 |
| Darren Ma | Chief Financial Officer | 329,897 | 0.20% | Sep 18, 2026 |
| Russell Shea Ferring | Chief Technology Officer | 525,424 | 0.31% | Sep 18, 2026 |
| Remington Wu | Chief Accounting Officer | 38,596 | 0.02% | Sep 18, 2026 |
| Nathan O'Konek | General Counsel & Secretary | 103,154 | 0.06% | Aug 6, 2026 |
| David Leigh Wheeler | General Counsel | 146,523 | 0.09% | May 19, 2026 |
| Ramon Gilbert Sanchez | Chief Operating Officer | 118,493 | 0.07% | Mar 12, 2026 |
| Daniel Frank Fermon | Chief Operating Officer | 88,889 | 0.05% | Nov 26, 2025 |
| Richard F. Ambrose | Director | 6,716 | 0.00% | Oct 7, 2026 |
| Ryan Michael Boland | Director | 134,120 | 0.08% | Aug 18, 2026 |
| Pamela Joyce Braden | Director | 31,216 | 0.02% | Jun 8, 2026 |
| Jonathan Donald Lusczakoski | Director | 9,186 | 0.01% | Jun 8, 2026 |
| Christopher Plummer Emerson IV | Director | 6,964 | 0.00% | Jun 8, 2026 |
| Thomas Hansueli Zurbuchen | Director | 7,764 | 0.00% | Jun 8, 2026 |
| Kevin G. McAllister | Director | 6,964 | 0.00% | Jun 8, 2026 |
| Kirk Michael Konert | Director | 10,297 | 0.01% | Jun 8, 2026 |
| Marc Allen Weiser | Director | 1,208,543 | 0.72% | Feb 27, 2026 |
| Glow Holdings Aggregator, LLC | 10% owner | – | – | Oct 2, 2026 |
| David H. Rowe | 10% owner | – | – | Oct 2, 2026 |
| Aeroequity Gp, Llc | 10% owner | 17,683,007 | 10.56% | Oct 2, 2026 |
| Glow NS Holdings, LLC | 10% owner | 17,688,857 | 10.57% | Oct 2, 2026 |
| Michael Robert Greene | 10% owner | – | – | Oct 2, 2026 |
| Jed McCaleb | 10% owner | – | – | Aug 11, 2025 |
| Institute Astera | 10% owner | – | – | Aug 11, 2025 |
| Glow B Holdings, LLC | 10% owner | 38,215,447 | 22.83% | Aug 8, 2025 |
| Glow C Holdings, LLC | 10% owner | – | – | Aug 8, 2025 |
| Glow D Holdings, LLC | 10% owner | – | – | Aug 8, 2025 |
| Ae Industrial Partners Structured Solutions I, Lp | 10% owner | 11,111 | 0.01% | Aug 8, 2025 |
| Ae Co-Investment Partners Fund Iii-F, Lp | 10% owner | – | – | Aug 8, 2025 |
| Thomas E. Markusic | 10% owner | 7,478,389 | 4.47% | Aug 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard F. Ambrose Director | Oct 5, 2026 | Award | +6,716 | – | – | 6,716 |
| Aeroequity Gp, Llc 10% owner | Sep 30, 2026 | Other | −42,215 | – | – | 17,683,007 |
| Jesung Kim Chief Executive Officer, Director | Sep 22, 2026 | Option exercise | +43,278 | $2.31 | $99.97K | 898,738 |
| Darren Ma Chief Financial Officer | Sep 17, 2026 | Option exercise | +33,233 | $0.49 | $16.28K | 329,897 |
| Darren Ma Chief Financial Officer | Sep 17, 2026 | Option exercise | +54,286 | $0.42 | $22.80K | 296,664 |
| Russell Shea Ferring Chief Technology Officer | Sep 16, 2026 | Tax withholding | −16,700 | $20.28 | $338.68K | 525,424 |
| Jesung Kim Chief Executive Officer, Director | Sep 16, 2026 | Tax withholding | −86,265 | $20.28 | $1.75M | 855,460 |
| Darren Ma Chief Financial Officer | Sep 16, 2026 | Tax withholding | −18,309 | $20.28 | $371.31K | 242,378 |
| Remington Wu Chief Accounting Officer | Sep 16, 2026 | Tax withholding | −1,827 | $20.28 | $37.05K | 38,596 |
| Darren Ma Chief Financial Officer | Aug 24, 2026 | Tax withholding | −256 | $23.10 | $5.91K | 260,687 |
| Ryan Michael Boland Director | Aug 14, 2026 | Other | +3,193 | – | – | 127,156 |
| Ryan Michael Boland Director | Aug 14, 2026 | Other | −40,821 | – | – | 0 |
| Nathan O'Konek General Counsel & Secretary | Aug 4, 2026 | Award | +103,154 | – | – | 103,154 |
| Thomas Hansueli Zurbuchen Director | Jun 4, 2026 | Award | +3,630 | – | – | 7,764 |
| Christopher Plummer Emerson IV Director | Jun 4, 2026 | Award | +3,630 | – | – | 6,964 |
| Kirk Michael Konert Director | Jun 4, 2026 | Award | +3,630 | – | – | 10,297 |
| Jonathan Donald Lusczakoski Director | Jun 4, 2026 | Award | +3,630 | – | – | 9,186 |
| Kevin G. McAllister Director | Jun 4, 2026 | Award | +3,630 | – | – | 6,964 |
| Ryan Michael Boland Director | Jun 4, 2026 | Award | +3,630 | – | – | 6,964 |
| Pamela Joyce Braden Director | Jun 4, 2026 | Award | +3,630 | – | – | 31,216 |
| Glow NS Holdings, LLC 10% owner | Jun 1, 2026 | Sale | −2,801,128 | $48.00 | $134.45M | 17,688,857 |
| Glow NS Holdings, LLC 10% owner | Jun 1, 2026 | Sale | −5,198,872 | $48.00 | $249.55M | 33,016,575 |
| David Leigh Wheeler General Counsel | May 18, 2026 | Option exercise | +3,765 | $2.31 | $8.70K | 146,523 |
| David Leigh Wheeler General Counsel | May 18, 2026 | Sale(10b5-1 plan) | −3,765 | $45.12 | $169.88K | 142,758 |
| David Leigh Wheeler General Counsel | Apr 17, 2026 | Option exercise | +3,766 | $2.31 | $8.70K | 146,524 |
| David Leigh Wheeler General Counsel | Apr 17, 2026 | Sale(10b5-1 plan) | −3,766 | $45.04 | $169.62K | 142,758 |
| Remington Wu Chief Accounting Officer | Apr 8, 2026 | Award | +10,423 | – | – | 40,423 |
| Ryan Michael Boland Director | Mar 23, 2026 | Other | −539,143 | – | – | 0 |
| Ryan Michael Boland Director | Mar 23, 2026 | Other | −688,751 | – | – | 40,821 |
| Ryan Michael Boland Director | Mar 23, 2026 | Other | −1,601,440 | – | – | 0 |
| Ryan Michael Boland Director | Mar 23, 2026 | Other | +122,860 | – | – | 122,860 |
| Jesung Kim Chief Executive Officer, Director | Mar 19, 2026 | Award | +52,836 | – | – | 941,725 |
| Russell Shea Ferring Chief Technology Officer | Mar 10, 2026 | Award | +15,756 | – | – | 542,124 |
| Darren Ma Chief Financial Officer | Mar 10, 2026 | Award | +26,629 | – | – | 260,943 |
| David Leigh Wheeler General Counsel | Mar 10, 2026 | Award | +25,044 | – | – | 142,758 |
| Ramon Gilbert Sanchez Chief Operating Officer | Mar 10, 2026 | Award | +18,493 | – | – | 118,493 |
| Jonathan Donald Lusczakoski Director | Feb 25, 2026 | Award | +3,334 | – | – | 5,556 |
| Marc Allen Weiser Director | Feb 25, 2026 | Award | +3,334 | – | – | 3,334 |
| Christopher Plummer Emerson IV Director | Feb 25, 2026 | Award | +3,334 | – | – | 3,334 |
| Kevin G. McAllister Director | Feb 25, 2026 | Award | +3,334 | – | – | 3,334 |
| Kirk Michael Konert Director | Feb 25, 2026 | Award | +3,334 | – | – | 6,667 |
| Pamela Joyce Braden Director | Feb 25, 2026 | Award | +3,334 | – | – | 27,586 |
| Thomas Hansueli Zurbuchen Director | Feb 25, 2026 | Award | +3,334 | – | – | 4,134 |
| Ryan Michael Boland Director | Feb 25, 2026 | Award | +3,334 | – | – | 3,334 |
| Ramon Gilbert Sanchez Chief Operating Officer | Dec 22, 2025 | Award | +100,000 | – | – | 100,000 |
| Jesung Kim Chief Executive Officer, Director | Sep 24, 2025 | Award | +888,889 | – | – | 888,889 |
| Darren Ma Chief Financial Officer | Sep 24, 2025 | Award | +222,222 | – | – | 233,546 |
| Daniel Frank Fermon Chief Operating Officer | Sep 24, 2025 | Award | +88,889 | – | – | 88,889 |
| David Leigh Wheeler General Counsel | Sep 24, 2025 | Award | +55,556 | – | – | 117,714 |
| Russell Shea Ferring Chief Technology Officer | Sep 24, 2025 | Award | +216,667 | – | – | 526,368 |
| Remington Wu Chief Accounting Officer | Sep 24, 2025 | Award | +30,000 | – | – | 30,000 |
| Darren Ma Chief Financial Officer | Aug 24, 2025 | Award | +768 | – | – | 234,314 |
| Jonathan Donald Lusczakoski Director | Aug 6, 2025 | Buy | +2,222 | $45.00 | $99.99K | 2,222 |
| Pamela Joyce Braden Director | Aug 6, 2025 | Buy | +8,888 | $45.00 | $399.96K | 24,252 |
| Ae Industrial Partners Structured Solutions I, Lp 10% owner | Aug 6, 2025 | Buy | +11,111 | $45.00 | $500.00K | 11,111 |
| Jonathan Donald Lusczakoski Director | Aug 6, 2025 | Buy | +266 | $45.00 | $11.97K | 266 |
| Thomas Hansueli Zurbuchen Director | Aug 6, 2025 | Buy | +800 | $45.00 | $36.00K | 800 |
| Kirk Michael Konert Director | Aug 6, 2025 | Buy | +3,333 | $45.00 | $149.99K | 3,333 |
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
62.68%
13M shares short
Days to cover
5.3
At 2M shares a day
Change since last report
-4.5%
From 13M shares
Short volume, 20 days
62.0%
Of volume reported to FINRA
Shares sold short, last 12 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 Firefly Aerospace's stock actually held short. Settlement fails (shares not delivered on time) peaked at 338,445 shares on Aug 31, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David Leigh Wheeler Director | May 18, 2026 | 3,765 | $165.47K | May 18, 2026 | Acquired as compensation -- Stock Options |
| Wfi Venture Capital LLC Affiliate | May 13, 2026 | 153,389 | $6.10M | May 13, 2026 | Private Acquisition from Issuer/Affiliate |
| Bfi Equity LLC Affiliate | May 13, 2026 | 3,402 | $135.40K | May 13, 2026 | Private Acquisition from Issuer/Affiliate |
| Wfi Equity LLC Affiliate | May 13, 2026 | 82,037 | $3.27M | May 13, 2026 | Private Acquisition from Issuer/Affiliate |
| David Leigh Wheeler Director | Apr 17, 2026 | 3,766 | $164.65K | Apr 17, 2026 | Acquired as compensation -- Stock Options |
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