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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 		$113M Buy
1,268,500
+120,000
+10% +$10.5M 0.05% 409
2026
Q1 		$95.2M Sell
1,148,500
-1,961,600
-63% -$185M 0.06% 397
2025
Q4 		$226M Buy
3,110,100
+333,500
+12% +$23.8M 0.12% 167
2025
Q3 		$136M Buy
2,776,600
+615,600
+28% +$29.7M 0.08% 304
2025
Q2 		$101M Buy
2,161,000
+735,300
+52% +$21.3M 0.07% 329
2025
Q1 		$32.4M Sell
1,425,700
-42,100
-3% -$1.08M 0.03% 680
2024
Q4 		$31M Buy
1,467,800
+555,100
+61% +$13.6M 0.02% 791
2024
Q3 		$23.9M Buy
912,700
+852,700
+1,421% +$19.2M 0.02% 895
2024
Q2 		$697K Buy
60,000
+10,000
+20% +$52.3K ﹤0.01% 3418
2024
Q1 		$145K Sell
50,000
-30,000
-38% -$101K ﹤0.01% 3966
2023
Q4 		$482K Hold
80,000
– – ﹤0.01% 3526
2023
Q3 		$304K Hold
80,000
– – ﹤0.01% 3606
2023
Q2 		$376K Buy
80,000
+50,000
+167% +$259K ﹤0.01% 3527
2023
Q1 		$152K Hold
30,000
– – ﹤0.01% 3947
2022
Q4 		$145K Hold
30,000
– – ﹤0.01% 4322
2022
Q3 		$217K Buy
+30,000
New +$264K ﹤0.01% 4443

Other funds holding ASTS

RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
VV
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.