Hudson Bay Capital Management
FLY

Hudson Bay Capital Management’s Firefly Aerospace FLY Stock Holding History

Hudson Bay Capital 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
Q1 		– Sell
-220,000
Closed -$4.92M – 1681
2025
Q4 		$4.92M Buy
+220,000
New +$5.09M 0.02% 504

Other funds holding FLY

AIP
AE Industrial Partners Boca Raton, Florida $1.63B AUM 5.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Hudson Bay Capital Management's FLY Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Firefly Aerospace (FLY) stake by 63% in Q1 2026, selling an estimated $27.5M and leaving 659,017 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #205.

Hudson Bay Capital Management first reported a position in FLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $50.7M in Q3 2025. 211 funds tracked by Wall St. Rank hold FLY as of Q1 2026.

  • Hudson Bay Capital Management held 659,017 shares of Firefly Aerospace worth $18.8M as of Q1 2026.
  • Hudson Bay Capital Management sold 1,128,887 Firefly Aerospace shares in Q1 2026, an estimated $27.5M.
  • Firefly Aerospace made up 0.06% of Hudson Bay Capital Management's portfolio in Q1 2026, its #205 holding.
  • Hudson Bay Capital Management first reported a position in Firefly Aerospace in Q3 2025 and has held it in 3 quarters since.
  • Hudson Bay Capital Management's Firefly Aerospace position peaked at $50.7M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Firefly Aerospace as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.