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Firefly Aerospace Inc.

FLY Industrials
$32.93 +$3.17 (10.65%)
Market Cap: $5.27 B
Gurus Holding
2
Popularity Rank
#3711
% of Shares Held
0.40%
Net Activity (Q4 2025)
-$1.04 M

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 Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.82 M.

Top institutional holders include Paul Tudor Jones and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.04 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 10.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$525,695
Total Buy Value
New Buys 1
Additions 0
-$1.57 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
1

FAQs for Firefly Aerospace Inc. (FLY)

Major holders include Paul Tudor Jones ($13.62 M), Renaissance Technologies (RenTech) ($525,695). According to the latest reported data, 2 tracked investment managers collectively hold approximately 632,198 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.04 M, with 1 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 $1.57 M.

Yes, 1 managers opened new positions in FLY, and 0 increased their existing holdings. The total reported buy value was $525,695.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -10.3% 608,698 $13.62 M Q4 2025
0.00% New Buy 23,500 $525,695 Q4 2025
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