§ TECHNOLOGY
USD · TechnologyBBAI
BIGBEAR.AI HOLDINGS INC
USDSector · TechnologyBeta · 3.24
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
194 increased/new, 91 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 6.27 | EPS (TTM) | -0.97 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 36.0M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 19.3M | n/a | n/a |
| Geode Capital Management | 10.6M | 0.0% | +3% |
| State Street | 10.5M | 0.0% | +2% |
| UBS Group AG | 10.2M | 0.0% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.0M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BBAI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER52.9% · 0 holders
OTHER21.5% · 248 holders
PASSIVE / INDEX12.6% · 10 holders
DEALER / BANK7.8% · 32 holders
TACTICAL / MACRO3.3% · 5 holders
QUALITY / COMPOUNDER1.0% · 17 holders
SYSTEMATIC / QUANT0.5% · 7 holders
INCOME / DEFENSIVE0.3% · 11 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BBAI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BBAI yet.