FL

FLY FIREFLY AEROSPACE INC

2026Q2 · CUSIP 31816X106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
268
Institutions that reported holding it to the SEC
Net increase in holders
+57
Last quarter 211 → now 268
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

268 funds held FLY at the end of 2026Q2, up 57 from the quarter before. That is stronger buying than 93.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $160M(YoY +162.9%). FLY has had 3 buying rushes in its history, and the price moved +9.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q4: holders=146 2026Q1: holders=211 2026Q2: holders=268 -65 -32.5 +0 +32.5 +65 131207282 25Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 5% -40.5% —
2025Q4 Top 20% +104.4% +9.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
139
Change in large funds
+33
Total value they hold
$2.8B
Funds buying for the first time
96
Funds that sold out entirely
39
Price change that quarter
-38.2%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-4.83
EPS YoY
—
Revenue (TTM)
$0.2B
Revenue YoY
+162.9%
Net margin
—
ROE
—
Debt ratio
25.9%
FCF (TTM)
—
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.