LCG
FLY

Lisanti Capital Growth’s Firefly Aerospace FLY Stock Holding History

Lisanti Capital Growth’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 		$3.06M Buy
104,060
+35,105
+51% +$1.31M 0.67% 69
2026
Q1 		$1.96M Buy
+68,955
New +$1.68M 0.49% 82

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Lisanti Capital Growth's FLY Position: Q2 2026 in Review

Lisanti Capital Growth increased its Firefly Aerospace (FLY) stake by 51% in Q2 2026, buying an estimated $1.31M and bringing the position to 104,060 shares worth $3.06M. The position accounts for 0.67% of the portfolio, ranked #69.

Lisanti Capital Growth first reported a position in FLY in Q1 2026 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold FLY as of Q2 2026.

  • Lisanti Capital Growth held 104,060 shares of Firefly Aerospace worth $3.06M as of Q2 2026.
  • Lisanti Capital Growth bought 35,105 Firefly Aerospace shares in Q2 2026, an estimated $1.31M.
  • Firefly Aerospace made up 0.67% of Lisanti Capital Growth's portfolio in Q2 2026, its #69 holding.
  • Lisanti Capital Growth first reported a position in Firefly Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Firefly Aerospace as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.