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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.37 M.
Top institutional holders include Steven Cohen and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $35.92 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 11.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Firefly Aerospace Inc. (FLY)
Major holders include Steven Cohen ($27.38 M), Paul Tudor Jones ($15.34 M), Renaissance Technologies (RenTech) ($9.38 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.89 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.92 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited FLY. The total reported sell value was $1.99 M.
Yes, 2 managers opened new positions in FLY, and 1 increased their existing holdings. The total reported buy value was $37.91 M.