AWM Investment Company’s BlackSky Technology BKSY Stock Holding History

AWM Investment Company’s Portfolio BKSY Stock Details BKSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.5M	Sell	1,200,000 -525,610	-30%	-$19M	2.91%	11
2026 Q1	$43.4M	Hold	1,725,610	–	–	4.81%	4
2025 Q4	$32.4M	Sell	1,725,610 -253,567	-13%	-$5.17M	3.12%	4
2025 Q3	$39.9M	Sell	1,979,177 -230,749	-10%	-$4.5M	3.74%	4
2025 Q2	$45.5M	Sell	2,209,926 -178,202	-7%	-$1.92M	5.1%	2
2025 Q1	$18.5M	Sell	2,388,128 -264,080	-10%	-$3.32M	2.54%	8
2024 Q4	$28.6M	Sell	2,652,208 -160,000	-6%	-$1.37M	3.49%	4
2024 Q3	$13.3M	Buy	2,812,208 +2,463,999	+708%	+$19.5M	1.61%	18
2024 Q2	$2.98M	Hold	348,209	–	–	0.4%	62
2024 Q1	$3.79M	Hold	348,209	–	–	0.5%	56
2023 Q4	$3.9M	Hold	348,209	–	–	0.51%	54
2023 Q3	$3.26M	Hold	348,209	–	–	0.48%	55
2023 Q2	$6.18M	Hold	348,209	–	–	0.84%	41
2023 Q1	$3.09M	Buy	+348,209	New	+$4.7M	0.42%	57

Other funds holding BKSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AWM Investment Company's BKSY Position: Q2 2026 in Review

AWM Investment Company reduced its BlackSky Technology (BKSY) stake by 30% in Q2 2026, selling an estimated $19M and leaving 1,200,000 shares worth $33.5M. The position accounts for 2.91% of the portfolio, ranked #11.

AWM Investment Company first reported a position in BKSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $45.5M in Q2 2025. 228 funds tracked by Wall St. Rank hold BKSY as of Q2 2026.

AWM Investment Company held 1,200,000 shares of BlackSky Technology worth $33.5M as of Q2 2026.
AWM Investment Company sold 525,610 BlackSky Technology shares in Q2 2026, an estimated $19M.
BlackSky Technology made up 2.91% of AWM Investment Company's portfolio in Q2 2026, its #11 holding.
AWM Investment Company first reported a position in BlackSky Technology in Q1 2023 and has held it in 14 quarters since.
AWM Investment Company's BlackSky Technology position peaked at $45.5M in Q2 2025.
228 funds tracked by Wall St. Rank held BlackSky Technology as of Q2 2026.

Based on AWM Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.