York Space Systems Inc. (YSS) shareholders
YSSNYSEGuided Missiles & Space Vehicles & PartsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 13, 2026
$5.78−0.82 (-12.42%)
Close on Nov 13, 2026Market cap $793.93MP/E –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 Joint filing with AeroEquity GP, LLC (23.96%), Michael Robert Greene (23.96%) | 32,915,588 | 23.96% | 13G (passive) amendment | Jun 30, 2026 |
| Michael Robert Greene Joint filing with AeroEquity GP, LLC (23.28%), David H. Rowe (23.28%) | 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 |
| BlackRock, Inc. | 7,443,476 | 5.40% | 13G (passive) | Sep 30, 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% | $15.81M | 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)
159 funds held YSS in Q2 2026, 29% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
13.13%
12M shares short
Days to cover
7.2
At 2M shares a day
Change since last report
-7.9%
From 13M shares
Short volume, 20 days
66.4%
Of volume reported to FINRA
Shares sold short, last 10 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 York Space Systems's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,733,299 shares on Sep 21, 2026 over the last 90 days.
See a number that looks wrong?