Firefly Aerospace (FLY)LBP Am SA added to its stake +19K shares

759K

Shares reported · +19K vs prior quarter

0.23%

Disclosed portfolio weight

$22.3M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 16, 2026Federal contract · $500 obligatedDepartment of Defense awarded Firefly Aerospace Inc.: $500 obligated to date
2. May 28, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
3. Jun 30, 2026Federal contract · $31.3M obligatedNational Aeronautics and Space Administration awarded Firefly Aerospace Inc.: $31.3M obligated to date

What came next

1. Aug 11, 2026Company filing · Form 8-K · ResultsReported its results
2. Sep 30, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 30, 2026, Thomas Zurbuchen notified the Board of Directors (the “Board”) of Firefly Aerospace Inc. (the “Company”) of his decision to resign as a director of the Company, effective September 30, 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Firefly Aerospace

For Firefly Aerospace, OQRO holds 2 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FLY page.

How this filing works

• SEC Form 13F

Other disclosures at Firefly Aerospace

• USAspending.gov award recordSep 22, 2026
• SEC Form 13F-HRAug 11, 2026
• USAspending.gov award recordJul 15, 2026
• SEC Form 13F-HRApr 27, 2026
• SEC Form 13F-HRFeb 17, 2026
• SEC Form 13F-HRNov 14, 2025

Everything OQRO holds on this company is on its FLY page.