Balyasny Asset Management
FLY

Balyasny Asset Management’s Firefly Aerospace FLY Stock Holding History

Balyasny Asset Management’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 		$1.48M Buy
+50,400
New +$1.89M ﹤0.01% 1985

Other funds holding FLY

AIP
AE Industrial Partners Boca Raton, Florida $1.37B AUM 48.49% 1-Year Est. Return
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

Balyasny Asset Management's FLY Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Firefly Aerospace (FLY) in Q2 2026: 44,007 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in FLY as recently as Q4 2025.

Balyasny Asset Management first reported a position in FLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.2M in Q4 2025. 269 funds tracked by Wall St. Rank hold FLY as of Q2 2026.

  • Balyasny Asset Management held 44,007 shares of Firefly Aerospace worth $1.29M as of Q2 2026.
  • Firefly Aerospace was a new Balyasny Asset Management position in Q2 2026.
  • Firefly Aerospace made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2065 holding.
  • Balyasny Asset Management first reported a position in Firefly Aerospace in Q4 2025 and has held it in 2 quarters since.
  • Balyasny Asset Management's Firefly Aerospace position peaked at $10.2M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Firefly Aerospace as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.