JO
FLY

John Overdeck’s Firefly Aerospace FLY Stock Holding History

John Overdeck’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
Q2 		$79.8M Buy
2,714,411
+2,696,140
+14,756% +$101M 0.06% 388
2026
Q1 		$520K Sell
18,271
-417,602
-96% -$10.2M ﹤0.01% 3723
2025
Q4 		$9.75M Buy
435,873
+397,404
+1,033% +$9.2M 0.01% 1139
2025
Q3 		$1.13M Buy
+38,469
New +$1.73M ﹤0.01% 2498

Other funds holding FLY

AIP
AE Industrial Partners Boca Raton, Florida $1.37B AUM 48.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

John Overdeck's FLY Position: Q2 2026 in Review

John Overdeck increased its Firefly Aerospace (FLY) stake by 14,756% in Q2 2026, buying an estimated $101M and bringing the position to 2,714,411 shares worth $79.8M. The position accounts for 0.06% of the portfolio, ranked #388.

John Overdeck first reported a position in FLY in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold FLY as of Q2 2026.

  • John Overdeck held 2,714,411 shares of Firefly Aerospace worth $79.8M as of Q2 2026.
  • John Overdeck bought 2,696,140 Firefly Aerospace shares in Q2 2026, an estimated $101M.
  • Firefly Aerospace made up 0.06% of John Overdeck's portfolio in Q2 2026, its #388 holding.
  • John Overdeck first reported a position in Firefly Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Firefly Aerospace as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.