AIP
FLY

AE Industrial Partners’s Firefly Aerospace FLY Stock Holding History

AE Industrial Partners’s Portfolio FLY Stock Details FLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02B Sell
34,530,582
-697,172
-2% -$26.1M 74.19% 1
2026
Q1 		$1B Hold
35,227,754
– – 61.55% 1
2025
Q4 		$788M Sell
35,227,754
-1,056,789
-3% -$24.5M 49.06% 1
2025
Q3 		$1.06B Buy
+36,284,543
New +$1.63B 53.57% 1

Other funds holding FLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

AE Industrial Partners's FLY Position: Q2 2026 in Review

AE Industrial Partners reduced its Firefly Aerospace (FLY) stake by 2% in Q2 2026, selling an estimated $26.1M and leaving 34,530,582 shares worth $1.02B. The position accounts for 74.19% of the portfolio, ranked #1.

AE Industrial Partners first reported a position in FLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06B in Q3 2025. 269 funds tracked by Wall St. Rank hold FLY as of Q2 2026.

  • AE Industrial Partners held 34,530,582 shares of Firefly Aerospace worth $1.02B as of Q2 2026.
  • AE Industrial Partners sold 697,172 Firefly Aerospace shares in Q2 2026, an estimated $26.1M.
  • Firefly Aerospace made up 74.19% of AE Industrial Partners's portfolio in Q2 2026, its #1 holding.
  • AE Industrial Partners first reported a position in Firefly Aerospace in Q3 2025 and has held it in 4 quarters since.
  • AE Industrial Partners's Firefly Aerospace position peaked at $1.06B in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Firefly Aerospace as of Q2 2026.

Based on AE Industrial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.