Firefly Aerospace Inc.: which funds bought and sold
Institutions that bought and sold Firefly Aerospace shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 208 institutions that filed 13F reports for both quarters added to or opened positions in Firefly Aerospace, and 67 cut or closed them. Together they added a net 27.9M shares, +43.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.6M shares (+46.8%); index fund managers were net buyers of 11.2M shares (+131.8%). 92 opened a new position and 33 sold out entirely.
Bought, Q2 2026 208 institutions, 92 of them new holders Sold, Q2 2026 67 institutions, 33 of them sold out
Net change, all compared +27.9M shares (+43.2%)
Net change, active managers +3.6M shares (+46.8%), 27 bought, 20 sold
Buyers versus sellers
208 bought 20 67 sold
Active managers and hedge funds 27 bought · 20 sold · +3.6M
Index fund managers 11 bought · 0 sold · +11.2M
Other institutions 170 bought · 47 sold · +13.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +3.9M +189.7% | 5.9M | $174M |
| State Street Corp Index funds | +3.7M +751.4% | 4.2M | $123M |
| Two Sigma Investments, LP Hedge fund | +2.7M +14756.4% | 2.7M | $79.8M |
| Tidal Investments LLC | +2.2M New position | 2.2M | $63.7M |
| Jpmorgan Chase & Co | +2.2M +341.2% | 2.8M | $81.2M |
| Vanguard Portfolio Management LLC Index funds | +1.2M +48.0% | 3.6M | $106M |
| Phoenix Financial Ltd. | +1.2M +174.7% | 1.8M | $53.3M |
| Mirae Asset Global Investments Co., Ltd. | +1.1M New position | 1.1M | $31M |
| Van Eck Associates Corp | +928K +43.8% | 3.0M | $89.6M |
| Geode Capital Management, LLC Index funds | +898K +137.8% | 1.6M | $45.6M |
| Price T Rowe Associates Inc Active manager | +765K +86.1% | 1.7M | $48.6M |
| Vanguard Capital Management LLC Index funds | +737K +31.6% | 3.1M | $90.3M |
| Morgan Stanley | +724K +168.4% | 1.2M | $33.9M |
| UBS Group AG | +557K +52.1% | 1.6M | $47.8M |
| Marex Group Ltd | +502K +108.6% | 964K | $28.4M |
| Moneta Group Investment Advisors LLC | +498K New position | 498K | $14.6M |
| Nuveen, LLC | +413K +413.9% | 513K | $15.1M |
| Northern Trust Corp Index funds | +401K +228.9% | 576K | $16.9M |
| Mitsubishi Ufj Asset Management Co., Ltd. | +361K +288.9% | 486K | $14.3M |
| Ghisallo Capital Management LLC Hedge fund | +340K +212.5% | 500K | $14.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | +2.7M +14756.4% | 2.7M | $79.8M |
| Price T Rowe Associates Inc Active manager | +765K +86.1% | 1.7M | $48.6M |
| Ghisallo Capital Management LLC Hedge fund | +340K +212.5% | 500K | $14.7M |
| Neuberger Berman Group LLC Active manager | +321K +190.4% | 490K | $14.4M |
| Liontrust Investment Partners LLP Active manager | +300K New position | 300K | $8.8M |
| Renaissance Technologies LLC Hedge fund | +288K +87.6% | 618K | $18.2M |
| Capital Fund Management S.A. Hedge fund | +271K +207.5% | 402K | $11.8M |
| Capstone Investment Advisors, LLC Hedge fund | +225K New position | 225K | $6.6M |
| Segall Bryant & Hamill, LLC Active manager | +169K New position | 169K | $5M |
| Victory Capital Management Inc Active manager | +160K +57.3% | 438K | $12.9M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Point72 Asset Management, L.P. Hedge fund | −962K Sold out | 0 | — |
| Ae Industrial Partners, LP | −697K −2.0% | 34.5M | $1B |
| Temasek Holdings (Private) Ltd | −663K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −598K −90.7% | 61K | $1.8M |
| Healthcare Of Ontario Pension Plan Trust Fund | −240K Sold out | 0 | — |
| Walleye Capital LLC Hedge fund | −197K −87.5% | 28K | $824,758 |
| FMR LLC Active manager | −169K −93.9% | 11K | $320,942 |
| Holocene Advisors, LP Hedge fund | −158K Sold out | 0 | — |
| WCM Investment Management, LLC Active manager | −141K −41.5% | 199K | $5.8M |
| Burkehill Global Management, LP Hedge fund | −125K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −109K Sold out | 0 | — |
| Bluecrest Capital Management Ltd Hedge fund | −104K Sold out | 0 | — |
| Bank Of America Corp | −82K −27.5% | 217K | $6.4M |
| Ieq Capital, LLC | −72K −28.9% | 179K | $5.3M |
| Schonfeld Strategic Advisors LLC Hedge fund | −62K Sold out | 0 | — |
| Vident Advisory, LLC | −58K −21.9% | 209K | $6.1M |
| Huntleigh Advisors, Inc. | −47K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −42K Sold out | 0 | — |
| Stratos Wealth Partners, Ltd. | −38K −51.2% | 36K | $1.1M |
| Red Wave Investments LLC | −37K −25.0% | 111K | $3.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Point72 Asset Management, L.P. Hedge fund | −962K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −598K −90.7% | 61K | $1.8M |
| Walleye Capital LLC Hedge fund | −197K −87.5% | 28K | $824,758 |
| FMR LLC Active manager | −169K −93.9% | 11K | $320,942 |
| Holocene Advisors, LP Hedge fund | −158K Sold out | 0 | — |
| WCM Investment Management, LLC Active manager | −141K −41.5% | 199K | $5.8M |
| Burkehill Global Management, LP Hedge fund | −125K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −109K Sold out | 0 | — |
| Bluecrest Capital Management Ltd Hedge fund | −104K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −62K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Tidal Investments LLC | 2.2M | $63.7M |
| Mirae Asset Global Investments Co., Ltd. | 1.1M | $31M |
| Moneta Group Investment Advisors LLC | 498K | $14.6M |
| Nissay Asset Management Corp /Japan | 313K | $9.2M |
| Jump Financial, LLC | 310K | $9.1M |
| Liontrust Investment Partners LLPActive manager | 300K | $8.8M |
| Aperture Investors, LLC | 259K | $7.6M |
| Capstone Investment Advisors, LLCHedge fund | 225K | $6.6M |
| Segall Bryant & Hamill, LLCActive manager | 169K | $5M |
| D. E. Shaw & Co., Inc.Hedge fund | 139K | $4.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Point72 Asset Management, L.P.Hedge fund | 962K | $27.4M |
| Temasek Holdings (Private) Ltd | 663K | $18.9M |
| Healthcare Of Ontario Pension Plan Trust Fund | 240K | $6.8M |
| Holocene Advisors, LPHedge fund | 158K | $4.5M |
| Burkehill Global Management, LPHedge fund | 125K | $3.6M |
| Alyeska Investment Group, L.P.Hedge fund | 109K | $3.1M |
| Bluecrest Capital Management LtdHedge fund | 104K | $3M |
| Schonfeld Strategic Advisors LLCHedge fund | 62K | $1.8M |
| Huntleigh Advisors, Inc. | 47K | $1.3M |
| Squarepoint Ops LLCHedge fund | 42K | $1.2M |
Who holds the shares
- Institutions reporting
- 267
- Ten largest holders
- 67.8% of 13F-reported shares
- Index fund managers
- 20.8% of 13F-reported shares
- Active managers and hedge funds
- 11.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 27 | 20 | 12 | 12 | +3.6M | +46.8% |
| Index fund managers | 11 | 0 | 2 | 0 | +11.2M | +131.8% |
| Other institutions | 170 | 47 | 78 | 21 | +13.2M | +27.1% |