FLY
Firefly Aerospace Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025(8Q snapshot) | 2Q | $23 | $44 | +92% |
| Two Sigma Investments | Q4 2025(8Q snapshot) | 2Q | $23 | $44 | +92% |
| Millennium Management | Q4 2025(8Q snapshot) | 2Q | $23 | $44 | +92% |
| Renaissance Technologies | Q1 2026(8Q snapshot) | 1Q | $19 | $44 | +130% |
| AQR Capital Management | Q2 2026(8Q snapshot) | 1Q | $40 | $44 | +9% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $40 | $44 | +9% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q4 2025 | Q1 2026 | → $20 | -11% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Firefly Aerospace Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-260779Jun 8, 2026
- Form 40001193125-26-260774Jun 8, 2026
- Form 40001193125-26-260772Jun 8, 2026
- Form 40001193125-26-260769Jun 8, 2026
- Form 40001193125-26-260768Jun 8, 2026
- Form 40001193125-26-260766Jun 8, 2026
- Form 40001193125-26-260765Jun 8, 2026
- Form 40001193125-26-255718Jun 3, 2026
- Form 40001193125-26-231242May 19, 2026
- Form 40001193125-26-164616Apr 20, 2026
- Form 40001193125-26-151458Apr 10, 2026
- Form 40001193125-26-124607Mar 25, 2026
- Form 40001193125-26-117975Mar 20, 2026
- Form 40001193125-26-104268Mar 12, 2026
- Form 40001193125-26-104267Mar 12, 2026
Fundamentals
XBRL · Firefly Aerospace Inc.Annual figures sourced directly from Firefly Aerospace Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Firefly Aerospace Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 8-KMaterial eventJun 2, 2026
- S-1Registration (IPO)May 26, 2026
- 10-QQuarterly reportMay 4, 2026
- 8-KMaterial eventMay 4, 2026
- 8-KMaterial eventApr 21, 2026
- DEF 14AProxy statementApr 17, 2026
- 8-KMaterial eventApr 3, 2026
- 10-KAnnual reportMar 20, 2026
- 8-KMaterial eventMar 19, 2026
- 8-KMaterial eventMar 3, 2026
- S-1/ARegistration (IPO, amended)Dec 15, 2025
- 8-KMaterial eventDec 11, 2025
- S-1Registration (IPO)Nov 17, 2025
- 10-QQuarterly reportNov 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q2 2026 | open | $40 | $44 | +9% |
| Point72 Asset Management | Q2 2026 | open | $40 | $44 | +9% |
| Renaissance Technologies | Q1 2026 | open | $19 | $44 | +130% |
| Citadel Advisors | Q4 2025 | open | $23 | $44 | +92% |
| Two Sigma Investments | Q4 2025 | open | $23 | $44 | +92% |
| D.E. Shaw | Q4 2025 | Q1 2026 | $23 | $20 | -11% |
| Millennium Management | Q4 2025 | open | $23 | $44 | +92% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.