§ AEROSPACE & DEFENSE
USD · Aerospace & DefenseFLY
FIREFLY AEROSPACE INC
USDSector · Aerospace & Defense
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
220 increased/new, 42 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE INDUSTRIAL PARTNERS, LP | 35.2M | 61.6% | ±0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | n/a | n/a |
| BlackRock, Inc. | 2.0M | 0.0% | +40% |
| Capital World Investors | 1.2M | 0.0% | ±0% |
| UBS Group AG | 1.1M | 0.0% | −40% |
◇ AC INTELLIGENCE
Top institutional owners for FLY 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
OTHER49.5% · 0 holders
OTHER39.2% · 150 holders
DEALER / BANK2.9% · 21 holders
TACTICAL / MACRO2.6% · 4 holders
PASSIVE / INDEX2.4% · 10 holders
QUALITY / COMPOUNDER1.7% · 17 holders
SYSTEMATIC / QUANT1.5% · 9 holders
INCOME / DEFENSIVE0.3% · 10 holders
◇ 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 FLY in the last 180 days.