Geode Capital Management
BBAI icon

Geode Capital Management’s BigBear.ai BBAI Stock Holding History

Geode Capital Management’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.5M Buy
12,396,241
+1,802,219
+17% +$7.21M ﹤0.01% 1677
2026
Q1 		$37.3M Buy
10,594,022
+346,145
+3% +$1.61M ﹤0.01% 1660
2025
Q4 		$55.3M Buy
10,247,877
+2,706,195
+36% +$17.7M ﹤0.01% 1416
2025
Q3 		$49.2M Buy
7,541,682
+2,467,371
+49% +$15.8M ﹤0.01% 1472
2025
Q2 		$34.5M Buy
5,074,311
+2,820,698
+125% +$10.2M ﹤0.01% 1637
2025
Q1 		$6.45M Buy
2,253,613
+56,317
+3% +$268K ﹤0.01% 2530
2024
Q4 		$9.78M Buy
2,197,296
+38,858
+2% +$87.9K ﹤0.01% 2394
2024
Q3 		$3.15M Buy
2,158,438
+479,401
+29% +$708K ﹤0.01% 2966
2024
Q2 		$2.54M Buy
1,679,037
+619,939
+59% +$969K ﹤0.01% 3052
2024
Q1 		$2.17M Buy
1,059,098
+272,061
+35% +$602K ﹤0.01% 3084
2023
Q4 		$1.68M Buy
787,037
+48,821
+7% +$79K ﹤0.01% 3166
2023
Q3 		$1.11M Buy
738,216
+483,071
+189% +$839K ﹤0.01% 3275
2023
Q2 		$600K Buy
+255,145
New +$647K ﹤0.01% 3572

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management's BBAI Position: Q2 2026 in Review

Geode Capital Management increased its BigBear.ai (BBAI) stake by 17% in Q2 2026, buying an estimated $7.21M and bringing the position to 12,396,241 shares worth $45.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Geode Capital Management first reported a position in BBAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $55.3M in Q4 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • Geode Capital Management held 12,396,241 shares of BigBear.ai worth $45.5M as of Q2 2026.
  • Geode Capital Management bought 1,802,219 BigBear.ai shares in Q2 2026, an estimated $7.21M.
  • BigBear.ai made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1677 holding.
  • Geode Capital Management first reported a position in BigBear.ai in Q2 2023 and has held it in 13 quarters since.
  • Geode Capital Management's BigBear.ai position peaked at $55.3M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.