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AST SpaceMobile, Inc.

ASTS Technology
$68.01 $-4.86 (-6.67%)
Market Cap: $26.4 B
Gurus Holding
5
Popularity Rank
#2057
% of Shares Held
0.28%
Net Activity (Q1 2026)
+$20.41 M

Guru Ownership Trend

Guru Analysis for AST SpaceMobile, Inc. (ASTS)

AST SpaceMobile, Inc. (ASTS), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $74.78 M.

Top institutional holders include Joel Greenblatt and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $20.41 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 474.1%. Conversely, Joel Greenblatt reduced exposure by 5.5%.

Key Holders

Top 5 by Value

$64.66 M
$13.65 M
$7.39 M
$3.23 M
$1.93 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$24.16 M
Total Buy Value
New Buys 2
Additions 2
-$3.75 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for AST SpaceMobile, Inc. (ASTS)

Major holders include Joel Greenblatt ($64.66 M), Paul Tudor Jones ($13.65 M), Cliff Asness ($7.39 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.41 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ASTS. The total reported sell value was $3.75 M.

Yes, 2 managers opened new positions in ASTS, and 2 increased their existing holdings. The total reported buy value was $24.16 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Reduce -5.5% 780,217 $64.66 M Q1 2026
0.03% New Buy 164,668 $13.65 M Q1 2026
0.00% Add 336.0% 92,386 $7.39 M Q1 2026
0.00% New Buy 39,000 $3.23 M Q1 2026
0.01% Add 474.1% 23,255 $1.93 M Q1 2026
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