David Shaw’s AST SpaceMobile ASTS Stock Holding History

David Shaw’s Portfolio ASTS Stock Details ASTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87M	Sell	978,899 -2,458,399	-72%	-$214M	0.04%	502
2026 Q1	$285M	Buy	3,437,298 +2,032,339	+145%	+$192M	0.17%	116
2025 Q4	$102M	Sell	1,404,959 -1,884,466	-57%	-$134M	0.06%	393
2025 Q3	$161M	Sell	3,289,425 -2,599,151	-44%	-$125M	0.09%	243
2025 Q2	$275M	Buy	5,888,576 +891,907	+18%	+$25.8M	0.2%	100
2025 Q1	$114M	Buy	4,996,669 +971,783	+24%	+$24.9M	0.1%	243
2024 Q4	$84.9M	Sell	4,024,886 -658,947	-14%	-$16.1M	0.06%	378
2024 Q3	$122M	Buy	4,683,833 +4,012,372	+598%	+$90.5M	0.11%	223
2024 Q2	$7.8M	Buy	+671,461	New	+$3.51M	0.01%	1503
2024 Q1	–	Sell	-11,023	Closed	-$37K	–	4331
2023 Q4	$66.5K	Buy	+11,023	New	+$47.8K	﹤0.01%	4005
2022 Q4	–	Sell	-15,464	Closed	-$93.3K	–	4850
2022 Q3	$112K	Buy	+15,464	New	+$136K	﹤0.01%	4582
2022 Q2	–	Sell	-101,876	Closed	-$1.02M	–	5332
2022 Q1	$1.02M	Sell	101,876 -39,028	-28%	-$287K	﹤0.01%	3906
2021 Q4	$1.12M	Sell	140,904 -409,096	-74%	-$4.2M	﹤0.01%	3836
2021 Q3	$5.95M	Sell	550,000 -450,000	-45%	-$5.05M	0.01%	1944
2021 Q2	$12.9M	Buy	+1,000,000	New	+$9M	0.01%	1293

Other funds holding ASTS

Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Vodafone Ventures Newbury, United Kingdom $486M AUM

David Shaw's ASTS Position: Q2 2026 in Review

David Shaw reduced its AST SpaceMobile (ASTS) stake by 72% in Q2 2026, selling an estimated $214M and leaving 978,899 shares worth $87M. The position accounts for 0.04% of the portfolio, ranked #502.

David Shaw first reported a position in ASTS in Q2 2021 and has held it in 15 quarters since. The position peaked at $285M in Q1 2026. 750 funds tracked by Wall St. Rank hold ASTS as of Q2 2026.

David Shaw held 978,899 shares of AST SpaceMobile worth $87M as of Q2 2026.
David Shaw sold 2,458,399 AST SpaceMobile shares in Q2 2026, an estimated $214M.
AST SpaceMobile made up 0.04% of David Shaw's portfolio in Q2 2026, its #502 holding.
David Shaw first reported a position in AST SpaceMobile in Q2 2021 and has held it in 15 quarters since.
David Shaw's AST SpaceMobile position peaked at $285M in Q1 2026.
750 funds tracked by Wall St. Rank held AST SpaceMobile as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.