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FLY · Firefly Aerospace Inc.
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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FLY

Firefly Aerospace Inc.
INDUSTRIALS · GUIDED MISSILES & SPACE VEHICLES & PARTS · CIK 0001860160
SEC FILINGS☆ WATCH
INSIDER NET · 180D
-$384.3M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
211
13F, latest reported quarter
REVENUE GROWTH
+163.0%
XBRL, annual
NET MARGIN
-186.6%
CONVERSIONS · 180D
2
codes C/M, not in net · $17.4K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$384.3M over 180 days
-$384.0M of it by a 10%+ holder
below 97% of Industrials
CONGRESS
no member of Congress has reported trading it
FUNDS
211 funds added or opened last quarter
more than 66% of Industrials
REVENUE
+163.0% year over year
more than 95% of Industrials
MARGIN
-186.6% net margin
below 93% of Industrials
BUYBACKS
no share repurchases reported
SHORT
6.5% of shares outstanding short · 3.1 days to cover · settled 2026-07-31
more than 79% of Industrials
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
211 funds added or opened positions in the latest 13F quarter, of 272 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -51.0%
-51.0%12M
-62%-30%+1%+33%2025-092025-102025-122026-032026-052026-072026-09 2026-06-01 · Glow NS Holdings, LLC sold $249.5M2026-06-01 · Glow NS Holdings, LLC sold $134.5M2026-05-18 · Wheeler David Leigh sold $169.9K2026-04-17 · Wheeler David Leigh sold $169.6K
INSIDER SELL
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
The complete filing record, in one place.
The record shows a net $384.3M sold by insiders over 180 days, 211 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
DELLANETTDGTSLAPANWAXONSTXKTOSCRCTOFLXJOBYFTNT
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Firefly Aerospace Inc. insiders sold a net $384.3M of stock across 10 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Glow NS Holdings, LLC
—
SELL
2026-06-01
5,198,872.0
$249.5M
Glow NS Holdings, LLC
—
SELL
2026-06-01
2,801,128.0
$134.5M
Wheeler David Leigh
General Counsel
SELL
2026-05-18
3,765.0
$169.9K
Wheeler David Leigh
General Counsel
SELL
2026-04-17
3,766.0
$169.6K
Lusczakoski Jonathan Donald
Director
BUY
2025-08-06
2,222.0
$100.0K
10 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 5 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
AE INDUSTRIAL PARTNERS, LP
34,530,582.0 sh
$1.0B
BlackRock, Inc.
5,903,830.0 sh
$173.6M
STATE STREET CORP
4,179,095.0 sh
$122.9M
VANGUARD PORTFOLIO MANAGEMENT LLC
3,591,198.0 sh
$105.6M
VANGUARD CAPITAL MANAGEMENT LLC
3,071,164.0 sh
$90.3M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
REX IncomeMax Option Strategy ETF
$837.0K POSITION · AS OF 2026-03-31
5.7%
Roundhill Space & Technology ETF
$480.5K POSITION · AS OF 2026-03-31
4.1%
Procure Space ETF
$29.0M POSITION · AS OF 2026-04-30
3.9%
Defiance Connective Technologies ETF
$8.0M POSITION · AS OF 2026-03-31
1.1%
Truth Social American Next Frontiers ETF
$125.7K POSITION · AS OF 2026-03-31
1.1%
Gabelli Commercial Aerospace and Defense Fund
$250.3K POSITION · AS OF 2026-03-31
0.9%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Government contracts
USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue
National Aeronautics And Space Administration
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) · 2024-12-18
$108.2M
National Aeronautics And Space Administration
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6. · 2025-07-29
$77.9M
National Aeronautics And Space Administration
FINALIZE THE MISSION DESIGN, EXECUTE LONG LEAD PROCUREMENTS TO SUPPORT THE AGGRESSIVE SCHEDULE, AND · 2026-06-30
$25.9M
National Aeronautics And Space Administration
VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER · 2023-03-29
$24.2M
National Aeronautics And Space Administration
VENTURE CLASS LAUNCH SERVICE DEMONSTRATION 2 (VCLS DEMO 2) CONTRACT · 2021-01-04
$8.0M
FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-12
REVENUE$159.9M$60.8M$55.2M
GROSS PROFIT$30.7M$-11.4M$26.6M
OPERATING INCOME$-260.7M$-209.5M$-131.9M
NET INCOME$-298.3M$-231.1M$-135.5M
EPS (DILUTED)-4.83-20.74-13.05
OPERATING CASH FLOW$-204.9M$-157.7M$-93.4M
CASH$793.0M$123.4M$81.9M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →