Firefly Aerospace Inc.· FLY

🇺🇸 US · MidBroad USNASDAQ

Industrials Aerospace & Defense Website

Price: $22.83
Day: +8.85%
Mkt Cap: $3.75B
52W Range: $16.00 – $62.17
Volume: 2.81M
Beta: 0.72

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.1 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 294 institutions hold; 221 added, 33 reduced

Blog

stockoscope.com

Firefly Aerospace Inc.

FLY|Industrials|Aerospace & Defense

Current price: $23

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

1 seller

vs 0.0 avg per quarter

Institutional net breadth · Q2 2026

+245

317 adding vs 72 reducing

Institutional ownership · Q2 2026

58.9%

294 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

AE INDUSTRIAL PARTNERS, LP

34.5M

-3.3%

ORG WEALTH PARTNERS, LLC

15.8K

+100.0%

BLACKROCK, INC.

5.9M

+185.9%

STATE STREET CORP

4.2M

+740.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6M

+46.0%

VANGUARD CAPITAL MANAGEMENT LLC

3.1M

+29.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

77 buying96 unchanged18 selling

182 funds held FLY in Q2 2026, holding 25.1M shares between them, up 36.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.6M sh

ETF Series Solutions273.1K sh

STATE STREET INSTITUTIONAL INVESTMENT TRUST25.8K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Aug 6

AEROEQUITY GP, LLC

$500.0K

Purchase · Aug 6

Braden Pamela Joyce

$400.0K

Sale · May 18

Wheeler David Leigh

$169.9K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FLY on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FLY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.1/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+94

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 4.1/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FLY

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

2 sales totaling $339.5K (7.5K shares)

Limited history to compare against

All sales came from a single insider

Buying seen in 1 of 15 quarters

Net insider flow has improved over recent quarters

N/A

Selling pace

insufficient history to compare

3.96%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

all sales from one insider

Q3 2025

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, FLY

Top 6 highest-value insider trades from the last 8 quarters

AEROEQUITY GP, LLC

10% Owner

Buy

11,111 shares at $45.00

≈100.0% of their stake after buying

Aug 6, 2025$500.00K

Braden Pamela Joyce

Director

Buy

8,888 shares at $45.00

≈36.6% of their stake after buying

Aug 6, 2025$399.96K

Wheeler David Leigh

General Counsel

Sell

3,765 shares at $45.12

≈2.6% of their stake at the time

May 18, 2026$169.88K

Wheeler David Leigh

General Counsel

Sell

3,766 shares at $45.04

≈2.6% of their stake at the time

Apr 17, 2026$169.61K

Konert Kirk Michael

Director

Buy

3,333 shares at $45.00

≈100.0% of their stake after buying

Aug 6, 2025$149.99K

Lusczakoski Jonathan Donald

Director

Buy

2,222 shares at $45.00

≈100.0% of their stake after buying

Aug 6, 2025$99.99K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FLY

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

58.9% institutional ownership

Strong accumulation: 317 institutions adding vs 72 reducing positions

13F shares increased by 31.9%, a significant shift

+245

Net breadth

317 adding vs 72 reducing

Strong accumulation

4.40

Add / reduce ratio

in Q2 2026

+57

New − closed

96 initiated, 39 exited

7 of 8

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+317 growing-72 shrinkingNet: +245

221

New (96)

Increased (221)

Reduced (33)

Closed (39)

Top Institutional Holders, FLY

Largest 8 institutional positions by ownership percentage as of Q2 2026

AE INDUSTRIAL PARTNERS, LP

34.5M

$1.0B

Ownership

21.34%

-3.3%

BLACKROCK, INC.

5.9M

$173.6M

Ownership

3.65%

+185.9%

STATE STREET CORP

4.2M

$122.9M

Ownership

2.58%

+740.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6M

$105.6M

Ownership

2.22%

+46.0%

VANGUARD CAPITAL MANAGEMENT LLC

3.1M

$90.3M

Ownership

1.90%

+29.8%

VAN ECK ASSOCIATES CORP

3.0M

$89.6M

Ownership

1.88%

+41.8%

JPMORGAN CHASE & CO

2.8M

$81.2M

Ownership

1.73%

+335.4%

TWO SIGMA INVESTMENTS, LP

2.7M

$79.8M

Ownership

1.68%

New

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 191 ETFs and mutual funds reporting

77 buying18 sellingNet: +59

Buying (77)

Unchanged (96)

Selling (18)

In total, funds bought 9.3M shares and sold 143.0K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

191 ETFs and mutual funds reporting

77 funds buying vs 18 selling

Top Fund Holders, FLY

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.6M

Weight

12.97%

Jul 31, 2026No change

ETF Series Solutions

273.1K

Weight

—

Jul 31, 2026No change

STATE STREET INSTITUTIONAL INVESTMENT TRUST

25.8K

Weight

0.02%

Jun 30, 2026Increased

DEUTSCHE DWS INVESTMENT TRUST

25.5K

Weight

0.64%

Jun 30, 2026No change

JOHN HANCOCK VARIABLE INSURANCE TRUST

21.9K

Weight

0.00%

Jun 30, 2026Increased

Brighthouse Funds Trust I

17.2K

Weight

0.00%

Jun 30, 2026No change

Voya VARIABLE PORTFOLIOS INC

15.0K

Weight

0.11%

Jun 30, 2026Increased

T. Rowe Price Equity Series, Inc.

14.9K

Weight

0.89%

Jun 30, 2026No change

Firefly Aerospace Inc.· FLY

Holdings Analysis

Insider Trading Activity

1.3Transaction History8Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History8Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights