Zimmer Partners’s Firefly Aerospace FLY Stock Holding History

Zimmer Partners’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
2025 Q4	–	Sell	-335,000	Closed	-$9.82M	–	178
2025 Q3	$9.82M	Buy	+335,000	New	+$15.1M	0.21%	78

Other funds holding FLY

AIP

AE Industrial Partners Boca Raton, Florida $1.63B AUM 5.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners's FLY Position: Q4 2025 in Review

Zimmer Partners sold out of Firefly Aerospace (FLY) in Q4 2025, closing a stake of 335,000 shares — an estimated $9.82M sold.

Zimmer Partners first reported a position in FLY in Q3 2025 and held it in 1 quarter. The position peaked at $9.82M in Q3 2025. 147 funds tracked by Wall St. Rank hold FLY as of Q4 2025.

Zimmer Partners reported no remaining Firefly Aerospace position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 335,000 Firefly Aerospace shares in Q4 2025, an estimated $9.82M.
Zimmer Partners first reported a position in Firefly Aerospace in Q3 2025 and held it in 1 quarter.
Zimmer Partners's Firefly Aerospace position peaked at $9.82M in Q3 2025.
147 funds tracked by Wall St. Rank held Firefly Aerospace as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.