Firefly Aerospace FLY
$20.76 +$5.59 (+36.80%)
Market closed · Nov 6, 8:20 pm ET · Last extended-hours $20.83 +0.34%
Open$17.11
Prev close$15.18
Day range$16.31 – $20.88
Volume13.36M
Market cap$3.48B
P/E (TTM)–
Dividend yield–
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Institutional ownership68.0%-0.83 pts vs. prior quarter
Institutions holding328-2 vs. prior quarter
Insider trades (recent)34 buys / 15 sellsNet buying
Short interest8.05% of floatDays to cover 4.0 · as of 15 Oct 2026
Short-sale volume share20.2%5-day average of daily volume
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$3.82M (7 inflow days, 13 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 41.3% of shares outstanding.
Largest holders
By investor type
Reported short interest has risen from 6.67% to 8.05% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Jason Kim | Individual/Insider | 2026/Q3 | +898,738 | 0.5% |
| BlackRock | Mutual Fund | 2026/Q3 | +3,865,915 | 3.5% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +3,688,226 | 2.5% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +2,696,140 | 1.6% |
| Tema ETFs LLC | Mutual Fund | 2026/Q3 | +2,279,159 | 1.4% |
| Tidal Investments LLC | Mutual Fund | 2026/Q3 | +2,167,135 | 1.3% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +1,826,230 | 1.1% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +1,166,249 | 0.7% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +1,163,997 | 2.1% |
| Phoenix Investments & Finances Ltd | Mutual Fund | 2026/Q3 | +1,152,803 | 1.1% |
| Van Eck Associates Corporation | Mutual Fund | 2026/Q3 | +927,804 | 1.8% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +898,084 | 0.9% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +877,438 | 2.0% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +764,534 | 1.0% |
| Morgan Stanley | Public Company | 2026/Q3 | +735,404 | 0.7% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | Richard Ambrose | Independent Director | Other Acquisition | +6,716 | – | 6,716 |
| 29 Sep 2026 | AE Industrial Partners, LP | Other Disposition | -42,215 | – | 50,663,217 | |
| 21 Sep 2026 | Jason Kim | Chief Executive Officer | Derivative Exercise and Retained | +43,278 | $2.31 | 898,738 |
| 16 Sep 2026 | Darren Ma | Chief Financial Officer | Derivative Exercise and Retained | +87,519 | $0.49 | 136,089 |
| 15 Sep 2026 | Jason Kim | Chief Executive Officer | Sale to Issuer | -86,265 | $20.28 | 135,957 |
| 15 Sep 2026 | Russel Ferring | Chief Technology Officer | Sale to Issuer | -16,700 | $20.28 | 347,168 |
| 15 Sep 2026 | Remington Wu | Sale to Issuer | -1,827 | $20.28 | 5,673 | |
| 15 Sep 2026 | Darren Ma | Chief Financial Officer | Sale to Issuer | -18,565 | $23.10 | 136,089 |
| 13 Aug 2026 | Ryan Boland | Independent Director | Other Acquisition | +3,193 | – | 134,120 |
| 13 Aug 2026 | Ryan Boland | Independent Director | Other Disposition | -40,821 | – | 134,120 |
| 3 Aug 2026 | Nathan O'Konek | General Counsel | Other Acquisition | +103,154 | – | 103,154 |
| 3 Jun 2026 | Christopher Emerson | Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Pamela Braden | Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Kevin McAllister | Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Thomas Zurbuchen | Former Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Kirk Konert | Independent Chairperson | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Jonathan Lusczakoski | Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 3 Jun 2026 | Ryan Boland | Independent Director | Other Acquisition | +3,630 | – | 6,964 |
| 31 May 2026 | AE Industrial Partners, LP | Private Disposition | -8,000,000 | $48.00 | 50,705,432 | |
| 17 May 2026 | David Wheeler | Former Senior Vice President | Derivative Exercise and Sale | -3,765 | $45.12 | 62,158 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 13,480,890 | 8.1% | 4.0 |
| 30 Sep 2026 | 11,937,187 | 7.1% | 3.2 |
| 15 Sep 2026 | 11,105,681 | 6.6% | 5.1 |
| 31 Aug 2026 | 10,819,717 | 6.5% | 4.6 |
| 14 Aug 2026 | 11,126,799 | 6.6% | 3.2 |
| 31 Jul 2026 | 10,948,785 | 6.7% | 3.1 |
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