Redwire Corp· RDW

🇺🇸 US · MidBroad USNYSE

IndustrialsAerospace & DefenseWebsite

Price: $10.63
Day: +10.27%
Mkt Cap: $2.54B
52W Range: $4.87 – $26.64
Volume: 20.13M
Beta: 3.08

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Redwire Corp

RDW|Industrials|Aerospace & Defense

Current price: $11

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$589.0M

Net share flow-49.8M

Purchases0 ($0)

Sales14 ($589.0M)

Top Notable Transactions

Insider

Type

Value

Date

AE RED HOLDINGS, LLC

Sale

$231.8M

Apr 22

AE RED HOLDINGS, LLC

Sale

$127.5M

May 18

AE RED HOLDINGS, LLC

Sale

$110.5M

Jan 14

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership63.5%

13F share flow-2.5%

Investors holding281

+299 adding-76 reducing

208

New 91Inc 208Red 34Closed 42

Top Institutional Holders

Institution

Value

Change

AE INDUSTRIAL PARTNERS, LP

$285.7M

-68.5%

BLACKROCK, INC.

$94.1M

+59.3%

STATE STREET CORP

$58.8M

+25.9%

BANK OF AMERICA CORP /DE/

$58.0M

+6426.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting56

Total shares held19.9M

Share flow+5.6%

26 buying8 selling

Buying 26Unchanged 22Selling 8

Top Fund Holders

Fund

Weight

Change

Manager Directed Portfolios

1.3M

411.24%

Tema ETF Trust

811.0K

23.97%

+811.0K

FIDELITY CONCORD STREET TRUST

668.2K

0.25%

-14.0K

VANGUARD SCOTTSDALE FUNDS

653.3K

0.03%

+217.1K

See the complete picture

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

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Generated August 5, 2026

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

Smart Money Sentiment

RDW Smart Money Sentiment Score

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

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-65

Institutional Flow

50% weight

+20

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 2.8/5 (Neutral) 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 August 4, 2026.

Insider Trading Activity

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

Insider Activity for RDW

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q2 2026

14 sales totaling $589.0M (49.8M shares)

Share volume is 4.5x the historical average, significantly above normal

Buying seen in 3 of 7 quarters

Notable Recent Transactions, RDW

Top 8 highest-value recent insider trades

AE RED HOLDINGS, LLC

Director

Sell

21,365,909 shares at $10.85

Apr 22, 2026$231.82M

AE RED HOLDINGS, LLC

Director

Sell

9,588,077 shares at $13.30

May 18, 2026$127.52M

AE RED HOLDINGS, LLC

Director

Sell

10,500,000 shares at $10.52

Jan 14, 2026$110.46M

BAIN CAPITAL CREDIT MEMBER, LLC

Insider

Sell

11,000,000 shares at $7.83

Sep 17, 2025$86.13M

Genesis Park II LP

Director

Buy

7,292,541 shares at $11.50

Nov 27, 2020$83.86M

Genesis Park Holdings

Director

Buy

7,292,541 shares at $11.50

Nov 27, 2020$83.86M

AE RED HOLDINGS, LLC

Director

Sell

5,659,509 shares at $14.50

May 18, 2026$82.06M

AE RED HOLDINGS, LLC

Director

Sell

7,500,000 shares at $9.15

Mar 24, 2026$68.63M

Institutional Ownership Analysis

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

Institutional Ownership Over Time for RDW

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

63.5% institutional ownership

Strong accumulation: 299 institutions adding vs 76 reducing positions

13F shares decreased by 14.5%, a significant shift

Position Changes

Q2 2026: how are institutions adjusting their positions?

+116 growing-227 shrinkingNet: -111

212

New (43)

Increased (73)

Reduced (15)

Closed (212)

Top Institutional Holders, RDW

Largest 8 institutional positions by ownership percentage as of Q2 2026

MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.

11.9M

$144.9M

Ownership

6.12%

+100.0%

TEMA ETFS LLC

621.2K

$7.6M

Ownership

0.32%

No change

WALLEYE TRADING LLC

395.3K

$4.8M

Ownership

0.20%

+64.1%

CANAL INSURANCE CO

330.0K

$4.0M

Ownership

0.17%

+10.0%

RPG INVESTMENT ADVISORY, LLC

269.4K

$3.3M

Ownership

0.14%

-5.6%

235.3K

$2.9M

Ownership

0.12%

-34.6%

KESSLER INVESTMENT GROUP, LLC

230.1K

$2.8M

Ownership

0.12%

+100.0%

NORTH STAR INVESTMENT MANAGEMENT CORP.

165.9K

$2.0M

Ownership

0.09%

No change

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: 56 ETFs and mutual funds reporting

26 buying8 sellingNet: +18

Buying (26)

Unchanged (22)

Selling (8)

Very Bullish

Funds accumulating in Q2 2026

56 ETFs and mutual funds reporting

26 funds buying vs 8 selling

Top Fund Holders, RDW

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Manager Directed Portfolios

1.3M

Weight

411.24%

No change

Tema ETF Trust

811.0K

Weight

23.97%

Increased

FIDELITY CONCORD STREET TRUST

668.2K

Weight

0.25%

Decreased

VANGUARD SCOTTSDALE FUNDS

653.3K

Weight

0.03%

Increased

SCHWAB STRATEGIC TRUST

421.8K

Weight

0.13%

Increased

VANGUARD WELLINGTON FUND

137.2K

Weight

0.03%

No change

NORTHERN LIGHTS FUND TRUST II

131.8K

Weight

2.75%

Increased

Global X Funds

122.9K

Weight

0.12%

Increased

Redwire Corp· RDW

Holdings Analysis

Insider Trading Activity

1.3Transaction History174Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings75Most 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 History174Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings75Most 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