Cercano Management’s BlackSky Technology BKSY Stock Holding History

Cercano Management’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	$26M	Sell	932,982 -310,994	-25%	-$11.2M	3.47%	4
2026 Q1	$31.3M	Hold	1,243,976	–	–	1.35%	16
2025 Q4	$23.3M	Hold	1,243,976	–	–	0.88%	24
2025 Q3	$25.1M	Hold	1,243,976	–	–	0.96%	22
2025 Q2	$25.6M	Hold	1,243,976	–	–	0.73%	35
2025 Q1	$9.62M	Hold	1,243,976	–	–	0.28%	58
2024 Q4	$13.4M	Hold	1,243,976	–	–	0.34%	59
2024 Q3	$5.9M	Hold	1,243,976	–	–	0.14%	71
2024 Q2	$10.6M	Hold	1,243,976	–	–	0.28%	63
2024 Q1	$13.5M	Hold	1,243,976	–	–	0.38%	58
2023 Q4	$13.9M	Hold	1,243,976	–	–	0.46%	55
2023 Q3	$11.6M	Hold	1,243,976	–	–	0.41%	57
2023 Q2	$22.1M	Hold	1,243,976	–	–	0.77%	33
2023 Q1	$14.9M	Hold	1,243,976	–	–	0.6%	37
2022 Q4	$15.3M	Buy	+1,243,976	New	+$16.6M	0.62%	40

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

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

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

Cercano Management's BKSY Position: Q2 2026 in Review

Cercano Management reduced its BlackSky Technology (BKSY) stake by 25% in Q2 2026, selling an estimated $11.2M and leaving 932,982 shares worth $26M. The position accounts for 3.47% of the portfolio, ranked #4.

Cercano Management first reported a position in BKSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.3M in Q1 2026. 228 funds tracked by Wall St. Rank hold BKSY as of Q2 2026.

Cercano Management held 932,982 shares of BlackSky Technology worth $26M as of Q2 2026.
Cercano Management sold 310,994 BlackSky Technology shares in Q2 2026, an estimated $11.2M.
BlackSky Technology made up 3.47% of Cercano Management's portfolio in Q2 2026, its #4 holding.
Cercano Management first reported a position in BlackSky Technology in Q4 2022 and has held it in 15 quarters since.
Cercano Management's BlackSky Technology position peaked at $31.3M in Q1 2026.
228 funds tracked by Wall St. Rank held BlackSky Technology as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.