Guru Ownership Trend
Guru Analysis for Firefly Aerospace Inc. (FLY)
Firefly Aerospace Inc. (FLY), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.28 M.
Top institutional holders include Renaissance Technologies (RenTech) and Paul Tudor Jones.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $19.89 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 87.6%. Conversely, Paul Tudor Jones reduced exposure by 6.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Firefly Aerospace Inc. (FLY)
Major holders include Renaissance Technologies (RenTech) ($18.16 M), Paul Tudor Jones ($14.84 M), Cliff Asness ($1.9 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.19 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $19.89 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited FLY. The total reported sell value was $28.38 M.
Yes, 0 managers opened new positions in FLY, and 2 increased their existing holdings. The total reported buy value was $8.48 M.